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First Tr Exchng Traded Fd Vi shares owned by Calton & Associates

Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi (BUFR) shares owned by Calton & Associates from 13F filings

Historical chart of Calton & Associates 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 Calton & Associates 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 Calton & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.2M 97k 33.42
2025-06-30 $2.9M 91k 31.80
2025-03-31 $880k 30k 29.69
2024-12-31 $313k 10k 30.47

More positions owned by Calton & Associates

Invesco Qqq Tr Unit Ser 1 (QQQ)
Northern Lts Fd Tr Ii Peakshares Secto (PSTR)
Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Fidelity Covington Trust High Divid Etf (FDVV)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Vanguard World Financials Etf (VFH)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Actively Managed Exc Var Rate Invt (VRIG)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr Technology (XLK)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Vanguard World Mega Cap Index (MGC)

View all positions for Calton & Associates

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