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First Tr Exchng Traded Fd Vi shares owned by Gradient Capital Advisors

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

Historical chart of Gradient Capital 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 Gradient Capital 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 Gradient Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $219k 6.4k 34.26

More positions owned by Gradient Capital Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Schwab International Equity Etf Etf (SCHF)
Dimensional Short-duration Fixed Income Etf Etf (DFSD)
Schwab U.s. Mid-cap Etf Etf (SCHM)
Dimensional Global Core Plus Fixed Income Etf Etf (DFGP)
Dimensional U.s. Targeted Value Etf Etf (DFAT)
Vanguard Large-cap Etf Etf (VV)
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Jpmorgan Chase & Co Stock (JPM)
Schwab U.s. Large-cap Etf Etf (SCHX)

View all positions for Gradient Capital Advisors

Top funds holding First Tr Exchng Traded Fd Vi

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

View all funds holding First Tr Exchng Traded Fd Vi