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First Trust DB Strateg Val Idx Fnd shares owned by Stonehaven Wealth & Tax Solutions

Quarter-by-quarter ownership of First Trust DB Strateg Val Idx Fnd (FTCS) shares owned by Stonehaven Wealth & Tax Solutions from 13F filings

Historical chart of Stonehaven Wealth & Tax Solutions 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 Stonehaven Wealth & Tax Solutions 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 Stonehaven Wealth & Tax Solutions

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$4.4M	47k	93.64
2025-06-30	$4.2M	46k	90.89
2025-03-31	$4.1M	45k	89.64
2024-12-31	$2.8M	32k	87.82

More positions owned by Stonehaven Wealth & Tax Solutions

Spdr Series Trust Portfolio S&p500 (SPLG)

J P Morgan Exchange Traded F Betabuilders I (BBIN)

Ishares Tr Core Us Aggbd Et (AGG)

First Tr Exchange-traded Smid Risng Etf (SDVY)

First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)

First Tr Exchange-traded SHS (FVD)

First Tr Exchange-traded Cap Strength Etf (FTCS)

Spdr Index Shs Fds Portfolio Emg Mk (SPEM)

First Tr Exchange-traded Fst Low Oppt Eft (LMBS)

Ishares Tr 20 Yr Tr Bd Etf (TLT)

J P Morgan Exchange Traded F Diversfed Rtrn (JPME)

Vanguard Index Fds Total Stk Mkt (VTI)

Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)

Ishares Tr Msci Acwi Etf (ACWI)

View all positions for Stonehaven Wealth & Tax Solutions

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

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