Iams Wealth Management »

First Trust DB Strateg Val Idx Fnd shares owned by Iams Wealth Management

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

Historical chart of Iams Wealth 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 Iams Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Trust DB Strateg Val Idx Fnd by Iams Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.4M 41k 83.90
2023-12-31 $3.2M 40k 80.04
2023-09-30 $3.1M 42k 73.63
2023-06-30 $6.6M 89k 74.31
2023-03-31 $2.3M 32k 72.21
2022-12-31 $2.1M 28k 74.96

More positions owned by Iams Wealth Management

Spdr Ser Tr Bloomberg 3-12 M (BILS)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
United Parcel Service CL B (UPS)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
First Tr Value Line Divid In SHS (FVD)
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Microsoft Corporation (MSFT)
First Tr Exchange-traded Limited Duration (FSIG)
First Tr Exchange-traded Nasd Tech Div (TDIV)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
First Tr Exchange-traded Dj Internt Idx (FDN)
First Trust Lrgcp Gwt Alphad Com Shs (FTC)

View all positions for Iams Wealth Management

Top funds holding First Trust DB Strateg Val Idx Fnd

LPL Financial
Morgan Stanley
Wells Fargo & Company
Raymond James Financial Services Advisors
Raymond James & Associates
Commonwealth Equity Services
Advisor Group Holdings
UBS Group
Royal Bank of Canada
Cetera Investment Advisers
Envestnet Asset Management
Global Assets Advisory
Private Advisor
Ameriprise Financial
Bank of America Corporation

View all funds holding First Trust DB Strateg Val Idx Fnd