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First Trust DB Strateg Val Idx Fnd shares owned by Perissos Private Wealth Management

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

Historical chart of Perissos Private Wealth Management 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 Perissos Private Wealth Management 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 Perissos Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.0M 36k 84.04

More positions owned by Perissos Private Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Blackstone Secd Lending Common Stock (BXSL)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Equity Premium (JEPI)
NVIDIA Corporation (NVDA)
Ssga Active Etf Tr Blackstone Senr (SRLN)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Spdr Gold Tr Gold Shs (GLD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Alphabet Cap Stk Cl A (GOOGL)
Costco Wholesale Corporation (COST)

View all positions for Perissos Private Wealth Management

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
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

View all funds holding First Trust DB Strateg Val Idx Fnd