Investment Planning Advisors »

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

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

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
2025-09-30 $884k 9.4k 93.64
2025-06-30 $843k 9.3k 90.89
2025-03-31 $967k 11k 89.64
2024-12-31 $915k 10k 87.82
2024-09-30 $688k 8.2k 84.04
2024-06-30 $688k 8.2k 84.04

More positions owned by Investment Planning Advisors

Spdr Series Trust Portfolio S&p500 (SPLG)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard World Mega Cap Index (MGC)
Ea Series Trust Freedom 100 Em (FRDM)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)
Spdr Series Trust Portfoli S&p1500 (SPTM)

View all positions for Investment Planning Advisors

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