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First Trust DB Strateg Val Idx Fnd shares owned by Kapstone Financial Advisors

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

Historical chart of Kapstone Financial Advisors 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 Kapstone Financial Advisors 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 Kapstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.9M 22k 85.65
2023-09-30 $1.7M 23k 73.63
2023-06-30 $1.8M 24k 76.38
2023-03-31 $1.8M 24k 74.20

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First Tr Exchange-traded Cap Strength Etf (FTCS)
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View all positions for Kapstone Financial Advisors

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