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First Tr Exchng Traded Fd Vi shares owned by Transcend Wealth Collective

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

Historical chart of Transcend Wealth Collective investment in First Tr Exchng Traded Fd Vi

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All positions including First Tr Exchng Traded Fd Vi held by Transcend Wealth Collective 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 Transcend Wealth Collective

Quarter filed Position value Share count Share price at filing
2025-09-30 $412k 12k 34.84
2025-06-30 $236k 7.1k 33.20
2025-03-31 $209k 7.0k 29.86

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View all positions for Transcend Wealth Collective

Top funds holding First Tr Exchng Traded Fd Vi

LPL Financial
Advisor Group Holdings
Cetera Investment Advisers
Creekmur Asset Management
Envestnet Asset Management
Goss Wealth Management
Cambridge Investment Research Advisors
Commonwealth Equity Services
Good Life Advisors
Royal Bank of Canada
Raymond James Financial
Centennial Wealth Advisory
Valtinson Bruner Financial Planning
Mml Investors Services
Equitable Holdings

View all funds holding First Tr Exchng Traded Fd Vi