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First Tr Exchng Traded Fd Vi us eqt buffer shares owned by Reuter James Wealth Management

Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi us eqt buffer (FFEB) shares owned by Reuter James Wealth Management from 13F filings

Historical chart of Reuter James Wealth Management 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 Reuter James Wealth Management 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 us eqt buffer by Reuter James Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $541k 11k 48.56
2023-09-30 $307k 7.9k 38.98

More positions owned by Reuter James Wealth Management

Wal-Mart Stores (WMT)
Ishares Gold Tr Ishares New (IAU)
Exxon Mobil Corporation (XOM)
Energy Transfer Com Ut Ltd Ptn (ET)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)
Apple (AAPL)
Microsoft Corporation (MSFT)
Eli Lilly & Co. (LLY)
Listed Fd Tr Horizon Kinetics (INFL)
Alps Etf Tr Alerian Mlp (AMLP)
Union Pacific Corporation (UNP)
Spdr Gold Tr Gold Shs (GLD)
Select Sector Spdr Tr Energy (XLE)
Arthur J. Gallagher & Co. (AJG)

View all positions for Reuter James Wealth Management

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

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

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