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First Tr Exchng Traded Fd Vi us eqt buffer shares owned by United Capital Financial Advisers

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

Historical chart of United Capital Financial Advisers 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 United Capital Financial Advisers 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 United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2025-09-30 $402k 7.3k 55.15
2025-06-30 $393k 7.5k 52.41
2025-03-31 $366k 7.5k 48.79
2022-06-30 $312k 9.1k 34.19

More positions owned by United Capital Financial Advisers

Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Apple Common Stock (AAPL)
Repligen Corp Common Stock (RGEN)
Microsoft Corp Common Stock (MSFT)
Nvidia Corp Common Stock (NVDA)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Vanguard Interm-term Bond Etf Exchange Traded Fund (BIV)
Vanguard Value Etf Exchange Traded Fund (VTV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares Core Msci Emerging Markets Etf Exchange Traded Fund (IEMG)
Alphabet Inc Class A Common Stock (GOOGL)
Ishares Core Universal Usd Bond Etf Exchange Traded Fund (IUSB)
Ishares Us Treasury Bond Etf Exchange Traded Fund (GOVT)

View all positions for United Capital Financial Advisers

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

Fiduciary Planning
Stephens
Cetera Investment Advisers
Envestnet Asset Management
Raymond James Financial
CWM
Commonwealth Equity Services
REAP Financial Group
Assetmark
Advisor Group Holdings
Kestra Advisory Services
Fundamentun
Atria Investments
Great Diamond Partners
Onyx Bridge Wealth Group

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