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First Tr Exchng Traded Fd Vi shares owned by Asset Allocation Strategies

Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi (BUFR) shares owned by Asset Allocation Strategies from 13F filings

Historical chart of Asset Allocation Strategies 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 Asset Allocation Strategies 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 Asset Allocation Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 51k 33.42
2025-06-30 $1.4M 43k 31.80
2024-12-31 $456k 15k 31.06

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Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Global 100 Etf (IOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Spdr Series Trust Portfolio S&p500 (SPLG)
Schwab Strategic Tr Fundamental Us L (FNDX)
Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI)
Vanguard Whitehall Fds High Div Yld (VYM)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)

View all positions for Asset Allocation Strategies

Top funds holding First Tr Exchng Traded Fd Vi

LPL Financial
Cetera Investment Advisers
Commonwealth Equity Services
Envestnet Asset Management
Advisor Group Holdings
CWM
Raymond James Financial
Royal Bank of Canada
Wealth Enhancement Advisory Services
Mml Investors Services
Kestra Advisory Services
Private Advisor
Cambridge Investment Research Advisors
Harbour Investments
Goss Wealth Management

View all funds holding First Tr Exchng Traded Fd Vi