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First Tr Exchng Traded Fd Vi Cboe Vest Fd Dep shares owned by Precedent Wealth Partners

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

Historical chart of Precedent Wealth Partners 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 Precedent Wealth Partners 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 Precedent Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.6M 94k 27.64
2025-06-30 $2.3M 87k 26.56
2025-03-31 $1.8M 71k 24.95
2024-12-31 $1.8M 69k 25.52
2024-09-30 $955k 38k 25.04

More positions owned by Precedent Wealth Partners

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Wisdomtree Tr Us Midcap Divid (DON)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Ser Tr S&p Divid Etf (SDY)
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
First Tr Exchange-traded Smid Risng Etf (SDVY)
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN)
Ishares Tr Core S&p Mcp Etf (IJH)
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (DECM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

View all positions for Precedent Wealth Partners

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

LPL Financial
G. W. Henssler & Associates
Envestnet Asset Management
Legacy Financial Group
Advisor Group Holdings
Centennial Wealth Advisory
Cetera Investment Advisers
Creekmur Asset Management
Branch Banking & Trust Company
Raymond James Financial
Brookstone Capital Management
Commonwealth Equity Services
Mml Investors Services
Capital Asset Advisory Services
Coppell Advisory Solutions

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