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

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

Historical chart of LPL Financial 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 LPL Financial 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 LPL Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.6M 254k 22.11
2024-06-30 $930k 43k 21.80
2024-03-31 $556k 26k 21.35
2022-12-31 $295k 16k 18.45
2022-09-30 $275k 15k 18.09

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Invesco Qqq Tr Unit Ser 1 (QQQ)
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Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Us Treas Bd Etf (GOVT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)

View all positions for LPL Financial

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

Glen Eagle Advisors
Centennial Wealth Advisory
Envestnet Asset Management
CWM
LPL Financial
Cetera Investment Advisers
Synovus Financial Corp.
Lunt Capital Management
Geneos Wealth Management
Commonwealth Equity Services
Assetmark
Marshall Financial Group
Advisor Group Holdings
Townsquare Capital
Financial Network Wealth Advisors

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