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First Tr Exchng Traded Fd Vi shares owned by Iams Wealth Management

Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi (BUFQ) shares owned by Iams Wealth Management from 13F filings

Historical chart of Iams Wealth Management 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 Iams Wealth Management 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 Iams Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.9M 61k 30.35
2024-06-30 $983k 33k 29.56
2024-03-31 $226k 8.1k 27.93

More positions owned by Iams Wealth Management

Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
United Parcel Service CL B (UPS)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
First Tr Value Line Divid In SHS (FVD)
Microsoft Corporation (MSFT)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)
First Tr Exchange-traded Cap Strength Etf (FTCS)
First Tr Exchange-traded Nasd Tech Div (TDIV)
First Tr Exchange Traded Growth Strength (FTGS)
Apple (AAPL)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)

View all positions for Iams Wealth Management

Top funds holding First Tr Exchng Traded Fd Vi

LPL Financial
Good Life Advisors
Creekmur Asset Management
Envestnet Asset Management
Commonwealth Equity Services
Royal Bank of Canada
Advisor Group Holdings
Cetera Investment Advisers
Mariner Wealth Advisors
Centennial Wealth Advisory
Harbour Investments
CoreCap Advisors
Mml Investors Services
Gladstone Institutional Advisory
Stratos Wealth Partners

View all funds holding First Tr Exchng Traded Fd Vi