Legacy Capital Group California »

First Tr Exchng Traded Fd Vi us eqt buffer shares owned by Legacy Capital Group California

Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi us eqt buffer (FFEB) shares owned by Legacy Capital Group California from 13F filings

Historical chart of Legacy Capital Group California investment in First Tr Exchng Traded Fd Vi us eqt buffer

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchng Traded Fd Vi us eqt buffer held by Legacy Capital Group California consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Tr Exchng Traded Fd Vi us eqt buffer by Legacy Capital Group California

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.4M 91k 48.56
2023-09-30 $2.2M 56k 38.98

More positions owned by Legacy Capital Group California

Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Microsoft Corporation (MSFT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr Ser Tr Bloomberg Invt (FLRN)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
NVIDIA Corporation (NVDA)
Pimco Etf Tr Multisector Bd (PYLD)
Fs Kkr Capital Corp (FSK)
Meta Platforms Cl A (META)
Spotify Technology S A SHS (SPOT)
Merck & Co (MRK)

View all positions for Legacy Capital Group California

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

Wells Fargo & Company
Envestnet Asset Management
Fiduciary Planning
Cetera Investment Advisers
Commonwealth Equity Services
Astor Investment Management
Advisor Group Holdings
Fundamentun
Change Path
Atria Investments
Kestra Advisory Services
CWM
Onyx Bridge Wealth Group
Stratos Wealth Advisors
Great Diamond Partners

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