Maxwell Wealth Strategies »

First Trust DB Strateg Val Idx Fnd shares owned by Maxwell Wealth Strategies

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

Historical chart of Maxwell Wealth Strategies 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 Maxwell Wealth Strategies 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 Maxwell Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-06-30 $4.8M 58k 84.04
2024-03-31 $4.7M 58k 82.42

More positions owned by Maxwell Wealth Strategies

Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Apple (AAPL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
JPMorgan Chase & Co. (JPM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Eaton Corp SHS (ETN)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr U.s. Tech Etf (IYW)
First Tr Exchange Traded Consumr Staple (FXG)
Trane Technologies SHS (TT)
Home Depot (HD)

View all positions for Maxwell Wealth Strategies

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
Commonwealth Equity Services
Cetera Investment Advisers
Envestnet Asset Management
Royal Bank of Canada
Private Advisor
Cambridge Investment Research Advisors
Stifel Financial
Branch Banking & Trust Company
Harbour Investments

View all funds holding First Trust DB Strateg Val Idx Fnd