SimpliFi »

First Tr Exchng Traded Fd Vi shares owned by SimpliFi

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

Historical chart of SimpliFi 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 SimpliFi 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 SimpliFi

Quarter filed Position value Share count Share price at filing
2023-12-31 $9.7M 397k 24.49
2023-09-30 $9.7M 397k 24.49
2023-06-30 $11M 421k 25.04
2023-03-31 $9.9M 422k 23.47

More positions owned by SimpliFi

Wisdomtree Tr Yield Enhancd Us (AGGY)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Etf Ser Solutions Distillate Us (DSTL)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Russell 2000 Etf (IWM)
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Amplify Etf Tr Nat Res Dividend (NDIV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)
Ishares Tr Calif Mun Bd Etf (CMF)

View all positions for SimpliFi

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