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First Tr Exchng Traded Fd Vi Cboe Vest Fd Dep shares owned by Envestnet Portfolio Solutions

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

Historical chart of Envestnet Portfolio Solutions 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 Envestnet Portfolio Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchng Traded Fd Vi Cboe Vest Fd Dep by Envestnet Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.8M 159k 23.59
2023-12-31 $2.8M 124k 22.70

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Total Usd (IUSB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
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Trust For Professional Man Activepassive Us (APUE)
Ishares Tr Rus Mdcp Val Etf (IWS)
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Envestnet Portfolio Solutions

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

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

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