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First Tr Exchng Traded Fd Vi us eqt buffer shares owned by Tanglewood Legacy Advisors

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

Historical chart of Tanglewood Legacy Advisors 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 Tanglewood Legacy 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 us eqt buffer by Tanglewood Legacy Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $376k 8.3k 45.27
2023-12-31 $57k 1.3k 42.67
2023-09-30 $52k 1.3k 38.98
2023-06-30 $53k 1.3k 39.84
2023-03-31 $35k 925 37.38

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 Tr Exchng Traded Fd Vi us eqt buffer

Raymond James Financial Services Advisors
Fiduciary Planning
Stratos Wealth Advisors
Commonwealth Equity Services
Wealthcare Advisory Partners
Advisor Group Holdings
CWM
Harbour Investments
Great Diamond Partners
Zimmermann Investment Management & Planning
Kestra Advisory Services
Onyx Bridge Wealth Group
Raymond James & Associates
Cambridge Investment Research Advisors
Keystone Wealth Services

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