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First Tr Exchng Traded Fd Vi shares owned by National Wealth Management Group

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

Historical chart of National Wealth Management Group 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 National Wealth Management Group 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 National Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $244k 7.1k 34.26
2025-03-31 $246k 8.3k 29.69
2022-03-31 $1.1M 47k 23.77
2021-12-31 $1.7M 72k 24.03

More positions owned by National Wealth Management Group

T Rowe Price Etf Cap Appreciation (TCAF)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
T Rowe Price Etf Price Blue Chip (TCHP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Capital Group Equity Etf Tr Us Small And Mid (CGMM)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Series Trust State Street Spd (SPLG)
Apple (AAPL)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Capital Group New Geography SHS (CGNG)
Spdr Gold Tr Gold Shs (GLD)
Palantir Technologies Cl A (PLTR)

View all positions for National Wealth Management Group

Top funds holding First Tr Exchng Traded Fd Vi

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

View all funds holding First Tr Exchng Traded Fd Vi