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

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

Historical chart of Puff 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 Puff 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 Puff Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $718k 7.7k 93.64
2025-06-30 $740k 8.1k 90.89
2025-03-31 $922k 10k 89.64
2024-12-31 $833k 9.5k 87.82

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View all positions for Puff Wealth Management

Top funds holding First Trust DB Strateg Val Idx Fnd

LPL Financial
Morgan Stanley
Raymond James Financial
Wells Fargo & Company
Cetera Investment Advisers
UBS Group
Advisor Group Holdings
Royal Bank of Canada
Envestnet Asset Management
Commonwealth Equity Services
Cambridge Investment Research Advisors
Ameriprise Financial
Stifel Financial
Private Advisor
Jones Financial Companies, L.L

View all funds holding First Trust DB Strateg Val Idx Fnd