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First Tr Exchng Traded Fd Vi shares owned by Cornerstone Wealth Management

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

Historical chart of Cornerstone 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 Cornerstone 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 Cornerstone Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $937k 32k 28.92
2024-03-31 $710k 25k 27.96
2023-12-31 $547k 21k 26.57
2023-09-30 $497k 20k 24.49

More positions owned by Cornerstone Wealth Management

Apple (AAPL)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Min Vol (USMV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Total Stk Mkt (VTI)
Procter & Gamble Company (PG)
Amazon (AMZN)

View all positions for Cornerstone 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