Sequent Planning »

First Trust Cvoe Us Equity Buffer shares owned by Sequent Planning

Quarter-by-quarter ownership of First Trust Cvoe Us Equity Buffer (FOCT) shares owned by Sequent Planning from 13F filings

Historical chart of Sequent Planning investment in First Trust Cvoe Us Equity Buffer

Tip: Access up to 7 years of quarterly data

All positions including First Trust Cvoe Us Equity Buffer held by Sequent Planning 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 Cvoe Us Equity Buffer by Sequent Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $312k 7.7k 40.57

More positions owned by Sequent Planning

First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR)
Spdr Gold Tr Gold Shs (GLD)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt E
Ishares Tr Tips Bd Etf (TIP)
Vanguard Index Fds Total Stk Mkt (VTI)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)
Ishares Tr 1 3 Yr Treas Bd (SHY)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)
Amazon (AMZN)
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC)
First Tr Exchng Traded Fd Vi Ft Vest U.s (XIDE)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr Sp Smcp600vl Etf (IJS)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Pepsi (PEP)

View all positions for Sequent Planning

Top funds holding First Trust Cvoe Us Equity Buffer

Financial Designs Corp
Commonwealth Equity Services
CWM
Advisor Group Holdings
Cetera Investment Advisers
Envestnet Asset Management
McCarthy & Cox
Raymond James Financial Services Advisors
Prospera Financial Services
ERn Financial
Stephens
SOA Wealth Advisors
Raymond James & Associates
Valtinson Bruner Financial Planning
Royal Bank of Canada

View all funds holding First Trust Cvoe Us Equity Buffer