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First Trust DB Strateg Val Idx Fnd shares owned by Pensionmark Financial Group

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

Historical chart of Pensionmark Financial Group 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 Pensionmark Financial 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 Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.1M 56k 90.80
2024-06-30 $2.8M 34k 83.27

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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
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Cambridge Investment Research Advisors
Stifel Financial

View all funds holding First Trust DB Strateg Val Idx Fnd