WealthPlan Investment Management »

First Tr Exchng Traded Fd Vi shares owned by WealthPlan Investment Management

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

Historical chart of WealthPlan Investment Management 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 WealthPlan Investment Management 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 WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $10M 389k 26.57
2023-09-30 $9.5M 390k 24.49
2023-06-30 $7.1M 284k 25.04
2023-03-31 $9.8M 419k 23.47
2022-12-31 $26M 1.1M 23.44
2022-09-30 $26M 1.1M 22.69
2022-03-31 $35M 1.6M 22.19