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First Tr Exchng Traded Fd Vi shares owned by Philip James Wealth Mangement

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

Historical chart of Philip James Wealth Mangement investment in First Tr Exchng Traded Fd Vi

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All positions including First Tr Exchng Traded Fd Vi held by Philip James Wealth Mangement 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 Philip James Wealth Mangement

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.6M 154k 29.89
2024-06-30 $4.4M 151k 28.92
2024-03-31 $5.9M 210k 27.96
2023-12-31 $5.3M 199k 26.57

More positions owned by Philip James Wealth Mangement

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Exxon Mobil Corporation (XOM)
Intel Corporation (INTC)
Qualcomm (QCOM)
Occidental Pete Corp *w Exp 08/03/202 (OXY.WS)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Msci Acwi Ex Us (ACWX)
Organon & Co Common Stock (OGN)
Hp (HPQ)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Ishares Tr Core Div Grwth (DGRO)
Johnson & Johnson (JNJ)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Index Fds Total Stk Mkt (VTI)
Alibaba Group Hldg Sponsored Ads (BABA)

View all positions for Philip James Wealth Mangement

Top funds holding First Tr Exchng Traded Fd Vi

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

View all funds holding First Tr Exchng Traded Fd Vi