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First Tr Exchng Traded Fd Vi shares owned by IronOak Wealth

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

Historical chart of IronOak Wealth 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 IronOak Wealth 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 IronOak Wealth

Quarter filed Position value Share count Share price at filing
2025-06-30 $272k 8.5k 31.80
2024-12-31 $3.3M 109k 30.47

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Top funds holding First Tr Exchng Traded Fd Vi

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

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