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First Tr Exchng Traded Fd Vi vest us buffer shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi vest us buffer (FAUG) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in First Tr Exchng Traded Fd Vi vest us buffer

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchng Traded Fd Vi vest us buffer held by Concurrent Investment 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 vest us buffer by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $268k 5.2k 51.91

More positions owned by Concurrent Investment Advisors

Microsoft Corporation (MSFT)
Apple (AAPL)
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Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation Put Option (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl A Call Option (GOOGL)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Total Stk Mkt (VTI)
Pimco Etf Tr Active Bd Etf (BOND)
Broadcom (AVGO)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Concurrent Investment Advisors

Top funds holding First Tr Exchng Traded Fd Vi vest us buffer

Envestnet Asset Management
Stenger Family Office
Cetera Investment Advisers
Raymond James Financial
CWM
Advisor Group Holdings
Assetmark
Wealthcare Advisory Partners
Commonwealth Equity Services
Steward Partners Investment Advisory
Atria Investments
MBL Wealth
REAP Financial Group
Legacy Capital Wealth Partners
LPL Financial

View all funds holding First Tr Exchng Traded Fd Vi vest us buffer