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First Trust DB Strateg Val Idx Fnd shares owned by Twin Peaks Wealth Advisors

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

Historical chart of Twin Peaks Wealth 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 Twin Peaks Wealth 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 Twin Peaks Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.1M 25k 85.65
2023-12-31 $2.2M 27k 80.04

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Meta Platforms Cl A (META)
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)
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Invesco Qqq Tr Unit Ser 1 (QQQ)
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First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)

View all positions for Twin Peaks Wealth 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