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First Trust DB Strateg Val Idx Fnd shares owned by Envision Financial

Quarter-by-quarter ownership of First Trust DB Strateg Val Idx Fnd (FTCS) shares owned by Envision Financial from 13F filings

Historical chart of Envision Financial investment in First Trust DB Strateg Val Idx Fnd

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All positions including First Trust DB Strateg Val Idx Fnd held by Envision Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust DB Strateg Val Idx Fnd by Envision Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.3M 25k 93.64
2025-06-30 $2.3M 25k 90.89
2025-03-31 $2.4M 26k 89.64
2024-12-31 $2.3M 26k 87.82

More positions owned by Envision Financial

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Wisdomtree Tr Floatng Rat Trea (USFR)
Schwab Strategic Tr Fundamental Us L (FNDX)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Victory Portfolios Ii Core Intermediat (UITB)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds Mid Cap Etf (VO)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Wisdomtree Tr Us Total Dividnd (DTD)
Ishares Msci Emrg Chn (EMXC)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Cre U S Reit Etf (USRT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)

View all positions for Envision Financial

Top funds holding First Trust DB Strateg Val Idx Fnd

LPL Financial
Morgan Stanley
Raymond James Financial
Wells Fargo & Company
Cetera Investment Advisers
UBS Group
Advisor Group Holdings
Royal Bank of Canada
Envestnet Asset Management
Commonwealth Equity Services
Cambridge Investment Research Advisors
Ameriprise Financial
Stifel Financial
Private Advisor
Jones Financial Companies, L.L

View all funds holding First Trust DB Strateg Val Idx Fnd