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First Trust DB Strateg Val Idx Fnd shares owned by Iams Wealth Management

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

Historical chart of Iams Wealth 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 Iams Wealth 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 Iams Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.3M 37k 90.80
2024-06-30 $2.8M 34k 84.04
2024-03-31 $3.4M 41k 83.90
2023-12-31 $3.2M 40k 80.04
2023-09-30 $3.1M 42k 73.63
2023-06-30 $6.6M 89k 74.31
2023-03-31 $2.3M 32k 72.21
2022-12-31 $2.1M 28k 74.96

More positions owned by Iams Wealth Management

Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
United Parcel Service CL B (UPS)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
First Tr Value Line Divid In SHS (FVD)
Microsoft Corporation (MSFT)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)
First Tr Exchange-traded Cap Strength Etf (FTCS)
First Tr Exchange-traded Nasd Tech Div (TDIV)
First Tr Exchange Traded Growth Strength (FTGS)
Apple (AAPL)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)

View all positions for Iams Wealth Management

Top funds holding First Trust DB Strateg Val Idx Fnd

LPL Financial
Morgan Stanley
Wells Fargo & Company
Raymond James Financial Services Advisors
International Assets Investment Management
Raymond James & Associates
Commonwealth Equity Services
Cetera Investment Advisers
Envestnet Asset Management
Royal Bank of Canada
Advisor Group Holdings
Private Advisor
Bank of America Corporation
Cambridge Investment Research Advisors
Stifel Financial

View all funds holding First Trust DB Strateg Val Idx Fnd