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First Tr Exchng Traded Fd Vi shares owned by GoalVest Advisory

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

Historical chart of GoalVest Advisory 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 GoalVest Advisory 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 GoalVest Advisory

Quarter filed Position value Share count Share price at filing
2024-12-31 $4.3k 141 30.47
2024-09-30 $4.2k 141 29.89

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Top funds holding First Tr Exchng Traded Fd Vi

LPL Financial
Cetera Investment Advisers
Commonwealth Equity Services
Envestnet Asset Management
Royal Bank of Canada
CWM
Advisor Group Holdings
Mml Investors Services
Cambridge Investment Research Advisors
Raymond James Financial
Harbour Investments
Wealth Enhancement Advisory Services
Goss Wealth Management
Kestra Advisory Services
Kestra Private Wealth Services

View all funds holding First Tr Exchng Traded Fd Vi