Strategic Financial Concepts »

First Tr Exchng Traded Fd Vi Cboe Vest Fd Dep shares owned by Strategic Financial Concepts

Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi Cboe Vest Fd Dep (BUFD) shares owned by Strategic Financial Concepts from 13F filings

Historical chart of Strategic Financial Concepts investment in First Tr Exchng Traded Fd Vi Cboe Vest Fd Dep

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchng Traded Fd Vi Cboe Vest Fd Dep held by Strategic Financial Concepts 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 Tr Exchng Traded Fd Vi Cboe Vest Fd Dep by Strategic Financial Concepts

Quarter filed Position value Share count Share price at filing
2024-03-31 $368k 16k 23.59
2023-09-30 $378k 18k 21.25
2023-06-30 $213k 9.9k 21.54
2023-03-31 $204k 10k 20.43

More positions owned by Strategic Financial Concepts

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Procter & Gamble Company (PG)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core Us Aggbd Et (AGG)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr 0-3 Mnth Treasry (SGOV)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)

View all positions for Strategic Financial Concepts

Top funds holding First Tr Exchng Traded Fd Vi Cboe Vest Fd Dep

G. W. Henssler & Associates
LPL Financial
Envestnet Asset Management
Centennial Wealth Advisory
Capital Asset Advisory Services
Cetera Investment Advisers
Branch Banking & Trust Company
Creekmur Asset Management
Cambridge Investment Research Advisors
Commonwealth Equity Services
Advisor Group Holdings
Axxcess Wealth Management
Private Advisor
Townsquare Capital
Santori & Peters

View all funds holding First Tr Exchng Traded Fd Vi Cboe Vest Fd Dep