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First Tr Exchng Traded Fd Vi shares owned by Sonoma Private Wealth

Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi (BUFR) shares owned by Sonoma Private Wealth from 13F filings

Historical chart of Sonoma Private Wealth investment in First Tr Exchng Traded Fd Vi

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchng Traded Fd Vi held by Sonoma Private Wealth 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 by Sonoma Private Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $295k 11k 26.57

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Top funds holding First Tr Exchng Traded Fd Vi

LPL Financial
Commonwealth Equity Services
Advisor Group Holdings
Envestnet Asset Management
Royal Bank of Canada
Cambridge Investment Research Advisors
CWM
Janney Montgomery Scott
Kestra Advisory Services
Private Advisor
Kestra Private Wealth Services
Milestone Asset Management
Tradition Wealth Management
Atria Wealth Solutions
Hobart Private Capital

View all funds holding First Tr Exchng Traded Fd Vi