First Trust DB Strateg Val Idx Fnd shares owned by Summit Wealth & Retirement Planning
Quarter-by-quarter ownership of First Trust DB Strateg Val Idx Fnd (FTCS) shares owned by Summit Wealth & Retirement Planning
from 13F filings
Historical chart of Summit Wealth & Retirement Planning investment in First Trust DB Strateg Val Idx Fnd
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Quarterly reported holdings in First Trust DB Strateg Val Idx Fnd by Summit Wealth & Retirement Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $228k | 2.4k | 93.64 |
| 2025-06-30 | $221k | 2.4k | 90.89 |
| 2025-03-31 | $218k | 2.4k | 89.64 |
| 2024-12-31 | $214k | 2.4k | 87.82 |
| 2024-09-30 | $240k | 2.6k | 90.80 |
| 2024-06-30 | $222k | 2.6k | 84.05 |
| 2024-03-31 | $227k | 2.6k | 85.64 |
| 2022-12-31 | $230k | 3.1k | 74.95 |
| 2022-09-30 | $204k | 3.1k | 66.54 |
| 2022-06-30 | $214k | 3.1k | 69.80 |
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