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First Trust DB Strateg Val Idx Fnd shares owned by Peak Planning Group

Quarter-by-quarter ownership of First Trust DB Strateg Val Idx Fnd (FTCS) shares owned by Peak Planning Group from 13F filings

Historical chart of Peak Planning Group 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 Peak Planning Group 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 Peak Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.2M 13k 92.76

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Top funds holding First Trust DB Strateg Val Idx Fnd

LPL Financial
Raymond James Financial
Wells Fargo & Company
Cetera Investment Advisers
UBS Group
Advisor Group Holdings
Ameriprise Financial
Envestnet Asset Management
Cambridge Investment Research Advisors
Commonwealth Equity Services
Stifel Financial
Jones Financial Companies, L.L
Private Advisor
Branch Banking & Trust Company
Concurrent Investment Advisors

View all funds holding First Trust DB Strateg Val Idx Fnd