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First Trust DB Strateg Val Idx Fnd shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of First Trust DB Strateg Val Idx Fnd (FTCS) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co 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 Wealth Group Llc / Co 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 Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2025-12-31 $9.5M 103k 92.51
2025-06-30 $16M 174k 90.89

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Sei Exchange Traded Funds Enhanced Us Lrg (SEIV)
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Sei Exchange Traded Funds Select Small Cap (SEIS)
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View all positions for Summit Wealth Group Llc / Co

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
Envestnet Asset Management
Commonwealth Equity Services
Cambridge Investment Research Advisors
Ameriprise Financial
Stifel Financial
Private Advisor
Jones Financial Companies, L.L
Harbour Investments

View all funds holding First Trust DB Strateg Val Idx Fnd