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

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

Historical chart of Shelton 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 Shelton 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 Shelton Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $9.3M 126k 73.63
2023-06-30 $9.5M 127k 75.08
2023-03-31 $9.3M 127k 72.94
2022-12-31 $9.7M 129k 74.95
2022-09-30 $8.5M 128k 66.42
2022-06-30 $8.9M 127k 69.93
2022-03-31 $9.4M 121k 78.20
2021-12-31 $11M 127k 84.55

More positions owned by Shelton Wealth Management

First Tr Exchange-traded First Tr Enh New (FTSM)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Msci Emrg Chn (EMXC)
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)
Spdr Ser Tr S&p Oilgas Exp (XOP)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Expnd Tec Sc Etf (IGM)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vaneck Etf Trust Oil Services Etf (OIH)

View all positions for Shelton Wealth Management

Top funds holding First Trust DB Strateg Val Idx Fnd

Wells Fargo & Company
Raymond James Financial Services Advisors
Raymond James & Associates
Bank of America Corporation
Advisor Group Holdings
UBS Group
Commonwealth Equity Services
Royal Bank of Canada
Global Assets Advisory
Private Advisor
Cambridge Investment Research Advisors
Stifel Financial
Branch Banking & Trust Company
Baird Financial
Harbour Investments

View all funds holding First Trust DB Strateg Val Idx Fnd