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First Tr Exchng Traded Fd Vi Cboe Vest Buferd shares owned by Assetmark

Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi Cboe Vest Buferd (BUFT) shares owned by Assetmark from 13F filings

Historical chart of Assetmark investment in First Tr Exchng Traded Fd Vi Cboe Vest Buferd

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchng Traded Fd Vi Cboe Vest Buferd held by Assetmark 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 Cboe Vest Buferd by Assetmark

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.1M 94k 22.11
2024-06-30 $1.8M 83k 21.80
2024-03-31 $1.6M 77k 21.35
2023-12-31 $1.3M 64k 20.83
2023-09-30 $813k 41k 19.69
2023-06-30 $307k 15k 19.90

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Top funds holding First Tr Exchng Traded Fd Vi Cboe Vest Buferd

Glen Eagle Advisors
Centennial Wealth Advisory
Envestnet Asset Management
CWM
Cetera Investment Advisers
Synovus Financial Corp.
Lunt Capital Management
Geneos Wealth Management
Commonwealth Equity Services
Assetmark
Marshall Financial Group
Financial Network Wealth Advisors
Aptus Capital Advisors
Integrated Wealth Concepts
Financial Guidance Group

View all funds holding First Tr Exchng Traded Fd Vi Cboe Vest Buferd