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First Tr Exchng Traded Fd Vi shares owned by TrueWealth Advisors

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

Historical chart of TrueWealth Advisors 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 TrueWealth Advisors 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 TrueWealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $813k 29k 27.96
2023-12-31 $510k 19k 26.57

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View all positions for TrueWealth Advisors

Top funds holding First Tr Exchng Traded Fd Vi

Commonwealth Equity Services
Advisor Group Holdings
AE Wealth Management
Cambridge Investment Research Advisors
CWM
Janney Montgomery Scott
Kestra Advisory Services
Royal Bank of Canada
Private Advisor
Kestra Private Wealth Services
Tradition Wealth Management
Milestone Asset Management
Hobart Private Capital
Gladstone Institutional Advisory
Atria Wealth Solutions

View all funds holding First Tr Exchng Traded Fd Vi