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

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

Historical chart of Steel Peak 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 Steel Peak 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 Steel Peak Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $206k 2.2k 92.51
2025-09-30 $209k 2.2k 93.64
2025-06-30 $203k 2.2k 90.89
2024-09-30 $203k 2.2k 90.80

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Apple (AAPL)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Tesla Motors (TSLA)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)
Ishares Tr Core Univrsl Usd (IUSB)
Micron Technology (MU)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard World Mega Cap Val Etf (MGV)
Broadcom (AVGO)

View all positions for Steel Peak Wealth Management

Top funds holding First Trust DB Strateg Val Idx Fnd

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

View all funds holding First Trust DB Strateg Val Idx Fnd