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First Trust DB Strateg Val Idx Fnd shares owned by KERR FINANCIAL PLANNING Corp

Quarter-by-quarter ownership of First Trust DB Strateg Val Idx Fnd (FTCS) shares owned by KERR FINANCIAL PLANNING Corp from 13F filings

Historical chart of KERR FINANCIAL PLANNING Corp investment in First Trust DB Strateg Val Idx Fnd

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All positions including First Trust DB Strateg Val Idx Fnd held by KERR FINANCIAL PLANNING Corp 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 KERR FINANCIAL PLANNING Corp

Quarter filed Position value Share count Share price at filing
2025-09-30 $346k 3.8k 91.84

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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