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First Tr Exchng Traded Fd Vi Cboe Vest Buferd shares owned by Kingswood Wealth Advisors

Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi Cboe Vest Buferd (BUFG) shares owned by Kingswood Wealth Advisors from 13F filings

Historical chart of Kingswood Wealth Advisors investment in First Tr Exchng Traded Fd Vi Cboe Vest Buferd

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchng Traded Fd Vi Cboe Vest Buferd held by Kingswood Wealth Advisors 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 Buferd by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 60k 22.52
2023-12-31 $1.3M 59k 21.28

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View all positions for Kingswood Wealth Advisors

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

Commonwealth Equity Services
CWM
Advisor Group Holdings
Pitti Group Wealth Management
Wealth Enhancement Advisory Services
AE Wealth Management
Advisory Services Network
Harbour Investments
ICA Group Wealth Management
Assetmark
Ellsworth Advisors
Valtinson Bruner Financial Planning
Authentikos Wealth Advisory
Lunt Capital Management
Centennial Wealth Advisory

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