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First Trust DB Strateg Val Idx Fnd shares owned by WealthPlan Investment Management

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

Historical chart of WealthPlan Investment 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 WealthPlan Investment 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 WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2023-06-30 $25k 329 75.08
2023-03-31 $24k 329 72.94
2022-03-31 $358k 4.8k 74.07

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View all positions for WealthPlan Investment 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
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