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First Tr Exchng Traded Fd Vi shares owned by Confluence Wealth Services

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

Historical chart of Confluence Wealth Services 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 Confluence Wealth Services 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 Confluence Wealth Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $212k 6.3k 33.77

More positions owned by Confluence Wealth Services

Capital Group Divid Value Etf Shs Creation Unit Shs Creation Uni (CGDV)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Ishares Tr Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF)
Jpmorgan Equity Premium Income Etf Equity Premium (JEPI)
Vanguard International High Dividend Yield Etf Intl High Etf (VYMI)
Dimensional International Value Etf Internatnal Val (DFIV)
Jpmorgan Core Plus Bond Etf Core Plus Bd Etf (JCPB)
Pimco Multisector Bond Active Exchange-traded Fund Multisector Bd (PYLD)
Dimensional U.s. Small Cap Etf Us Small Cap Etf (DFAS)
Capital Group Divid Growers Etf Shs Etf (CGDG)
Ishares Tr Core Div Grwth Core Div Grwth (DGRO)
Ishares Tr Msci Eafe Etf Msci Eafe Etf (EFA)
Dimensional World Ex U.s. Core Equity 2 Etf World Ex Us Core (DFAX)
Capital Group Intl Focus Shs Creation Unit Shs Creation Uni (CGXU)
Capital Group Growth Etf Shs Creation Unit Shs Creation Uni (CGGR)

View all positions for Confluence Wealth Services

Top funds holding First Tr Exchng Traded Fd Vi

LPL Financial
Cetera Investment Advisers
Commonwealth Equity Services
Envestnet Asset Management
Advisor Group Holdings
Raymond James Financial
Morgan Stanley
CWM
Royal Bank of Canada
Cambridge Investment Research Advisors
Private Advisor
Wells Fargo & Company
Mml Investors Services
Goss Wealth Management
Harbour Investments

View all funds holding First Tr Exchng Traded Fd Vi