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First Trust Cboe Us Equity Deep Buffer shares owned by Tanglewood Legacy Advisors

Quarter-by-quarter ownership of First Trust Cboe Us Equity Deep Buffer (DOCT) shares owned by Tanglewood Legacy Advisors from 13F filings

Historical chart of Tanglewood Legacy Advisors investment in First Trust Cboe Us Equity Deep Buffer

Tip: Access up to 7 years of quarterly data

All positions including First Trust Cboe Us Equity Deep Buffer held by Tanglewood Legacy Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust Cboe Us Equity Deep Buffer by Tanglewood Legacy Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $486k 13k 37.62
2023-12-31 $469k 13k 36.36
2023-09-30 $447k 13k 34.61
2023-06-30 $451k 13k 34.90
2023-03-31 $424k 13k 32.83
2022-12-31 $404k 13k 31.31

More positions owned by Tanglewood Legacy Advisors

Ishares Core MF Closed and MF Open (IUSV)
Ishares S&p MF Closed and MF Open (IUSG)
First Trust MF Closed and MF Open (DMAY)
First Trust MF Closed and MF Open (FMAY)
Ishares Russell MF Closed and MF Open (IWR)
Ishares Russell MF Closed and MF Open (IWF)
Ishares Russell MF Closed and MF Open (IWD)
First Trust MF Closed and MF Open (FAPR)
First Trust MF Closed and MF Open (DAPR)
SPDR S&P MF Closed and MF Open (SPY)
Sm Energy Common Stock (SM)
Ishares Msci MF Closed and MF Open (USMV)
First Trust MF Closed and MF Open (DNOV)
Apple Common Stock (AAPL)
Invesco Qqq MF Closed and MF Open (QQQ)

View all positions for Tanglewood Legacy Advisors

Top funds holding First Trust Cboe Us Equity Deep Buffer

Mutual Advisors
Harbour Investments
Advisor Group Holdings
Commonwealth Equity Services
Branch Banking & Trust Company
AE Wealth Management
NewEdge Wealth
Beacon Financial
Kestra Advisory Services
Brookstone Capital Management
Change Path
McKinley Carter Wealth Services
Icon Wealth Advisors
Spire Wealth Management
Raymond James Financial Services Advisors

View all funds holding First Trust Cboe Us Equity Deep Buffer