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First Tr Exchng Traded Fd Vi shares owned by Gerald Baker Financial Group

Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi (BUFR) shares owned by Gerald Baker Financial Group from 13F filings

Historical chart of Gerald Baker Financial Group 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 Gerald Baker Financial Group 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 Gerald Baker Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $8.2M 242k 33.77

More positions owned by Gerald Baker Financial Group

Exxon Mobil Corporation (XOM)
Vanguard Specialized Funds Div App Etf (VIG)
Glacier Ban (GBCI)
National Retail Properties (NNN)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Caterpillar (CAT)
Proshares Tr S&p 500 Dv Arist (NOBL)
Reaves Util Income Com Sh Ben Int (UTG)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Vanguard World Energy Etf (VDE)
Microsoft Corporation (MSFT)
Ishares Tr U.s. Tech Etf (IYW)
Apple (AAPL)
Ishares Tr Sp Smcp600vl Etf (IJS)

View all positions for Gerald Baker Financial Group

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
CWM
Cambridge Investment Research Advisors
Private Advisor
Mml Investors Services
Goss Wealth Management
Kestra Advisory Services
Harbour Investments
Howard Capital Management
Branch Banking & Trust Company

View all funds holding First Tr Exchng Traded Fd Vi