McKinley Carter Wealth Services »

First Tr Exchng Traded Fd Vi shares owned by McKinley Carter Wealth Services

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

Historical chart of McKinley Carter Wealth Services 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 McKinley Carter Wealth Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Tr Exchng Traded Fd Vi by McKinley Carter Wealth Services

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.5M 61k 24.49
2023-06-30 $1.5M 61k 25.04
2023-03-31 $1.4M 61k 23.47
2022-12-31 $1.1M 48k 22.21
2022-09-30 $317k 15k 20.83
2022-06-30 $225k 11k 21.49

More positions owned by McKinley Carter Wealth Services

Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Rus Top 200 Etf (IWL)
Apple (AAPL)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Select Sector Spdr Tr Technology (XLK)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for McKinley Carter Wealth Services

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