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First Trust DB Strateg Val Idx Fnd shares owned by Kingswood Wealth Advisors

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

Historical chart of Kingswood Wealth 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 Kingswood Wealth 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 Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.3M 69k 90.68
2024-06-30 $3.6M 43k 84.04
2024-03-31 $3.7M 43k 85.65
2023-12-31 $3.3M 41k 80.04
2023-09-30 $534k 7.3k 73.71
2023-06-30 $3.3M 43k 75.08

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Ishares Tr Core S&p500 Etf Exchange Traded Fund (IVV)

View all positions for Kingswood Wealth Advisors

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