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First Trust DB Strateg Val Idx Fnd shares owned by Evelyn Partners Investment Management

Quarter-by-quarter ownership of First Trust DB Strateg Val Idx Fnd (FTCS) shares owned by Evelyn Partners Investment Management from 13F filings

Historical chart of Evelyn Partners Investment Management investment in First Trust DB Strateg Val Idx Fnd

Tip: Access up to 7 years of quarterly data

All positions including First Trust DB Strateg Val Idx Fnd held by Evelyn Partners Investment Management 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 Evelyn Partners Investment Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $17M 180k 92.51
2025-06-30 $18M 193k 90.89
2025-03-31 $18M 196k 89.64
2024-12-31 $18M 206k 87.82

More positions owned by Evelyn Partners Investment Management

CRH Ord (CRH)
Spdr Gold Tr Gold Shs (GLD)
Ishares Msci World Etf (URTH)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard World Inf Tech Etf (VGT)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Series Trust State Street Spd (SDY)
Apple (AAPL)
Mastercard Incorporated Cl A (MA)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Amazon (AMZN)
First Tr Exchange Traded Cloud Computing (SKYY)

View all positions for Evelyn Partners Investment Management

Top funds holding First Trust DB Strateg Val Idx Fnd

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

View all funds holding First Trust DB Strateg Val Idx Fnd