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First Tr Exchng Traded Fd Vi Cboe Vest Fd Dep shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth 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 Integrated Wealth Concepts 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 Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.5M 101k 25.04
2024-06-30 $1.9M 79k 24.32
2024-03-31 $1.4M 59k 23.59
2023-09-30 $366k 17k 21.25

More positions owned by Integrated Wealth Concepts

Ishares Msci MF Closed and MF Open (QUAL)
Bny Mellon MF Closed and MF Open (BKLC)
Apple Common Stock (AAPL)
Ishares Core MF Closed and MF Open (IVV)
Etf Aptus MF Closed and MF Open (ACIO)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Dimensional Us MF Closed and MF Open (DFAC)
Spdr Portfolio MF Closed and MF Open (SPLG)
Etf Ser MF Closed and MF Open (DRSK)
SPDR S&P MF Closed and MF Open (SPY)
Blackrock U S MF Closed and MF Open (DYNF)
Invesco Qqq MF Closed and MF Open (QQQ)
Goldman Sachs MF Closed and MF Open (GSEW)
Jpmorgan Betabuilders MF Closed and MF Open (BBIN)

View all positions for Integrated Wealth Concepts

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

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

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