Sigma Planning »

First Tr Exchng Traded Fd Vi us eqt buffer shares owned by Sigma Planning

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

Historical chart of Sigma Planning 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 Sigma Planning 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 Sigma Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $374k 7.7k 48.56
2024-06-30 $2.2M 47k 46.79
2024-03-31 $2.1M 47k 45.27
2023-09-30 $398k 10k 38.98
2021-09-30 $254k 6.9k 36.65
2021-06-30 $259k 7.1k 36.33
2021-03-31 $215k 6.2k 34.52
2020-09-30 $3.3M 108k 30.91

More positions owned by Sigma Planning

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Alphabet Cap Stk Cl C (GOOG)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Sigma Planning

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