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First Tr Exchng Traded Fd Vi Cboe Vest Buferd shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts 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 Integrated Wealth Concepts 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 Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.1M 51k 21.80
2024-03-31 $1.1M 51k 21.35
2023-09-30 $1.1M 56k 19.69
2023-06-30 $1.3M 65k 19.90
2023-03-31 $2.1M 109k 19.01
2022-12-31 $3.9M 211k 18.45
2022-09-30 $3.7M 207k 18.10
2022-06-30 $3.8M 207k 18.55
2022-03-31 $2.6M 128k 20.06
2021-12-31 $2.3M 113k 20.14

More positions owned by Integrated Wealth Concepts

Ishares Core MF Closed and MF Open (IVV)
Ishares Msci MF Closed and MF Open (QUAL)
Apple Common Stock (AAPL)
Bny Mellon MF Closed and MF Open (BKLC)
Spdr Portfolio MF Closed and MF Open (SPLG)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Etf Aptus MF Closed and MF Open (ACIO)
Dimensional Us MF Closed and MF Open (DFAC)
Invesco Qqq MF Closed and MF Open (QQQ)
SPDR S&P MF Closed and MF Open (SPY)
Blackrock U S MF Closed and MF Open (DYNF)
Amazon Common Stock (AMZN)
Ishares Core MF Closed and MF Open (IUSB)
Schwab Us MF Closed and MF Open (SCHX)

View all positions for Integrated Wealth Concepts

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