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First Tr Exchng Traded Fd Vi shares owned by Brass Tax Wealth Management

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

Historical chart of Brass Tax 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 Brass Tax 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 Brass Tax Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $11M 369k 28.92
2024-03-31 $229k 8.2k 27.96

More positions owned by Brass Tax Wealth Management

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p Us Vlu (IUSV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Msci Acwi Etf (ACWI)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Ishares Tr Global 100 Etf (IOO)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Brass Tax Wealth Management

Top funds holding First Tr Exchng Traded Fd Vi

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

View all funds holding First Tr Exchng Traded Fd Vi