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First Trust DB Strateg Val Idx Fnd shares owned by Summit Financial

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

Historical chart of Summit Financial 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 Summit Financial 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 Summit Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 15k 85.65
2023-12-31 $1.2M 15k 80.04
2023-09-30 $1.1M 15k 73.63
2023-06-30 $1.1M 15k 75.08

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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