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First Tr Exchng Traded Fd Vi us eqt buffer shares owned by Turtle Creek Wealth Advisors

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

Historical chart of Turtle Creek Wealth 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 Turtle Creek Wealth 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 Turtle Creek Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $8.5k 200 42.67

More positions owned by Turtle Creek Wealth Advisors

Vanguard S&p 500 Etf Etf (VOO)
Ishares Core Msci Eafe Etf Etf (IEFA)
Schwab Charles Family Fd Amt Tax Free Mny Money Market Fund (SCTXX)
Technology Select Sector Spdr Fund Etf (XLK)
Blue Owl Capital Inc Com Cl A Stock (OWL)
Microsoft Corp Stock (MSFT)
Apple Stock (AAPL)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Jpmorgan Chase & Co Stock (JPM)
Lam Research Corp Stock (LRCX)
Costco Whsl Corp Stock (COST)
Kla Corp Stock (KLAC)
Caterpillar Stock (CAT)
Lennar Corp Cl A Stock (LEN)
Unitedhealth Group Stock (UNH)

View all positions for Turtle Creek Wealth 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