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First Tr Exchng Traded Fd Vi shares owned by FOCUS Wealth Advisors

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

Historical chart of FOCUS Wealth Advisors 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 FOCUS Wealth Advisors 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 FOCUS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.6M 165k 27.96
2023-12-31 $3.7M 138k 26.57
2023-09-30 $2.9M 120k 24.49

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Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
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First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)
Ishares Tr Select Divid Etf (DVY)
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Select Sector Spdr Tr Energy (XLE)

View all positions for FOCUS Wealth Advisors

Top funds holding First Tr Exchng Traded Fd Vi

Advisor Group Holdings
Commonwealth Equity Services
AE Wealth Management
Cambridge Investment Research Advisors
CWM
Janney Montgomery Scott
Kestra Advisory Services
Royal Bank of Canada
Private Advisor
Tradition Wealth Management
Milestone Asset Management
Hobart Private Capital
Gladstone Institutional Advisory
Atria Wealth Solutions
Good Life Advisors

View all funds holding First Tr Exchng Traded Fd Vi