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First Tr Exchng Traded Fd Vi shares owned by Legacy Wealth Managment

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

Historical chart of Legacy Wealth Managment 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 Legacy Wealth Managment 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 Legacy Wealth Managment

Quarter filed Position value Share count Share price at filing
2024-09-30 $611k 20k 31.29

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NeoVo (NEOV)
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Goldman Sachs Etf Tr Acces Treasury (GBIL)
Simplify Exchange Traded Fun Volatility Prem (SVOL)
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Devon Energy Corporation (DVN)
Fs Kkr Capital Corp (FSK)
Spdr S&p 500 Etf Tr Put Put Option (Principal) (SPY)
Ishares Tr Blackrock Ultra (ICSH)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Uscf Etf Tr Gold Strategy (USG)
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J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)

View all positions for Legacy Wealth Managment

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