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First Tr Exchng Traded Fd Vi shares owned by Rise Advisors

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

Historical chart of Rise 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 Rise 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 Rise Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.1M 350k 25.90
2025-06-30 $7.4M 298k 24.93

More positions owned by Rise Advisors

Vanguard Growth Etf 0 (VUG)
Vanguard Value Etf 0 (VTV)
Vanguard Core Bond Etf 0 (VCRB)
Janus Henderson Mortgage-backed Securities Etf 0 (JMBS)
Fidelity Total Bond Etf 0 (FBND)
Janus Henderson Small/mid Cap Growth Alpha Etf 0 (JSMD)
Janus Henderson Short Duration Income Etf 0 (VNLA)
Ft Vest Laddered Moderate Buffer Etf 0 (BUFZ)
Financial Select Sector Spdr Fund 0 (XLF)
Industrial Select Sector Spdr Fund 0 (XLI)
Nvidia Corporation 0 (NVDA)
Microsoft Corp 0 (MSFT)
Apple 0 (AAPL)
Berkshire Hathaway Inc Del Cl B 0 (BRK.B)
Energy Select Sector Spdr Fund 0 (XLE)

View all positions for Rise Advisors

Top funds holding First Tr Exchng Traded Fd Vi

LPL Financial
Forge Financial Services
Raymond James Financial
Advisor Group Holdings
Coppell Advisory Solutions
Envestnet Asset Management
Kestra Advisory Services
Commonwealth Equity Services
CWM
Branch Banking & Trust Company
Geneos Wealth Management
Jacobi Capital Management
Cetera Investment Advisers
Kestra Private Wealth Services
Rise Advisors

View all funds holding First Tr Exchng Traded Fd Vi