Holistic Financial Partners »

First Trust DB Strateg Val Idx Fnd shares owned by Holistic Financial Partners

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

Historical chart of Holistic Financial Partners 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 Holistic Financial Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
2023-12-31 $8.3M 104k 80.04
2023-09-30 $7.2M 98k 73.63

More positions owned by Holistic Financial Partners

Eli Lilly & Co. (LLY)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)
First Tr Exchange-traded Cap Strength Etf (FTCS)
First Tr Value Line Divid In SHS (FVD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
First Tr Exchange-traded Lng Dur Oprtun (LGOV)
First Tr Exchange Traded Hlth Care Alph (FXH)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Russell 2000 Etf (IWM)
JPMorgan Chase & Co. (JPM)
First Tr Exch Trd Alphdx Japan Alphadex (FJP)
First Tr Exchange-traded First Tr Enh New (FTSM)
Apple (AAPL)

View all positions for Holistic Financial Partners

Top funds holding First Trust DB Strateg Val Idx Fnd

Wells Fargo & Company
Raymond James Financial Services Advisors
Raymond James & Associates
Bank of America Corporation
Advisor Group Holdings
UBS Group
Commonwealth Equity Services
Royal Bank of Canada
Global Assets Advisory
Private Advisor
Cambridge Investment Research Advisors
Stifel Financial
Branch Banking & Trust Company
Baird Financial
Harbour Investments

View all funds holding First Trust DB Strateg Val Idx Fnd