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

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

Historical chart of Heritage 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 Heritage 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 Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2022-12-31 $41k 1.9k 22.21
2022-09-30 $19k 925 20.54

More positions owned by Heritage Wealth Management

Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr Rusel 2500 Etf (SMMD)
Ishares Tr Broad Usd High (USHY)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Jpmorgan Usd Emg (EMB)
Xpel (XPEL)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Kla Corp Com New (KLAC)
Broadcom (AVGO)
Ishares Core Msci Emkt (IEMG)
Accenture Plc Ireland Shs Class A (ACN)

View all positions for Heritage Wealth Management

Top funds holding First Tr Exchng Traded Fd Vi

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

View all funds holding First Tr Exchng Traded Fd Vi