Schwallier Wealth Management »

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

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

Historical chart of Schwallier 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 Schwallier Wealth Management 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 Schwallier Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $948k 10k 90.80
2024-06-30 $899k 11k 84.04
2024-03-31 $988k 12k 85.65
2023-12-31 $940k 12k 80.04

More positions owned by Schwallier Wealth Management

Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Index Fds Value Etf (VTV)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Wisdomtree Tr Yield Enhancd Us (AGGY)
First Tr Exchange-traded First Tr Enh New (FTSM)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Spdr Ser Tr Bloomberg High Y (JNK)

View all positions for Schwallier 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
Commonwealth Equity Services
Cetera Investment Advisers
Envestnet Asset Management
Royal Bank of Canada
Advisor Group Holdings
Private Advisor
Bank of America Corporation
Cambridge Investment Research Advisors
Stifel Financial

View all funds holding First Trust DB Strateg Val Idx Fnd