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First Trust DB Strateg Val Idx Fnd shares owned by Forge Financial Services

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

Historical chart of Forge Financial Services 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 Forge Financial Services 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 Forge Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.1M 34k 93.19
2025-06-30 $3.1M 35k 89.74
2025-03-31 $3.1M 35k 89.65
2024-12-31 $3.2M 36k 89.93

More positions owned by Forge Financial Services

First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
T Rowe Price Etf Cap Appreciation (TCAF)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Invesco Exchange Traded Fd T Large Cap Growth (PWB)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
First Tr Exchange-traded Cap Strength Etf (FTCS)
First Tr Exchange-traded SHS (FDL)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)

View all positions for Forge Financial Services

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