Legacy Capital Wealth Partners »

First Trust DB Strateg Val Idx Fnd shares owned by Legacy Capital Wealth Partners

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

Historical chart of Legacy Capital Wealth Partners 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 Legacy Capital Wealth Partners 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 Legacy Capital Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-09-30 $5.7M 77k 73.63
2023-06-30 $5.7M 76k 75.08
2022-12-31 $7.1M 95k 74.95
2021-09-30 $219k 29k 7.63

More positions owned by Legacy Capital Wealth Partners

J.B. Hunt Transport Services (JBHT)
Wal-Mart Stores (WMT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Msci Gbl Min Vol (ACWV)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Invesco Exchange Traded Fd T Buyback Achiev (PKW)
Vanguard Index Fds Mid Cap Etf (VO)
First Tr Value Line Divid In SHS (FVD)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
EOG Resources (EOG)
First Tr Exchange-traded Cap Strength Etf (FTCS)

View all positions for Legacy Capital Wealth Partners

Top funds holding First Trust DB Strateg Val Idx Fnd

Wells Fargo & Company
Raymond James Financial Services Advisors
Raymond James & Associates
Bank of America Corporation
Advisor Group Holdings
UBS Group
Commonwealth Equity Services
Royal Bank of Canada
Global Assets Advisory
Private Advisor
Cambridge Investment Research Advisors
Stifel Financial
Branch Banking & Trust Company
Baird Financial
Harbour Investments

View all funds holding First Trust DB Strateg Val Idx Fnd