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First Trust DB Strateg Val Idx Fnd shares owned by Wetzel Investment Advisors

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

Historical chart of Wetzel Investment 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 Wetzel Investment 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 Wetzel Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.8M 47k 81.55
2023-12-31 $3.6M 45k 80.04

More positions owned by Wetzel Investment Advisors

Ishares Tr Core Us Aggbd Et Agg (AGG)
Vanguard Index Funds S&p 500 Etf Voo (VOO)
Jpmorgan Chase & Company JPM (JPM)
Eli Lilly & Company Lly (LLY)
Ishares Tr Rus 1000 Grw Etf Iwf (IWF)
Vanguard Extended Market Etf VXF (VXF)
First Trust Morningstar Dividend Leaders Index Fund FDL (FDL)
First Trust Capital Strength Etf FTCS (FTCS)
Ishares Tr Conv Bd Etf Icvt (ICVT)
Ishares Tr Intl Sel Div Etf Idv (IDV)
Spdr S&p 500 Etf Spy (SPY)
Ishares Tr Core S&p Mcp Etf Ijh (IJH)
Vanguard Value Etf VTV (VTV)
Ishares Incorporated Core Msci Emkt Iemg (IEMG)
Vanguard Total International Stock Etf Vxus (VXUS)

View all positions for Wetzel Investment 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