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First Trust DB Strateg Val Idx Fnd shares owned by Investment Planning Advisors

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

Historical chart of Investment Planning Advisors 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 Investment Planning Advisors 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 Investment Planning Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $688k 8.2k 84.04

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Spdr Ser Tr Portfolio S&p500 (SPLG)
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Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
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Ea Series Trust Freedom 100 Em (FRDM)
Blackrock Etf Trust Ii Flexible Income (BINC)
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J P Morgan Exchange Traded F Income Etf (JPIE)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)

View all positions for Investment Planning Advisors

Top funds holding First Trust DB Strateg Val Idx Fnd

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

View all funds holding First Trust DB Strateg Val Idx Fnd