Vertex Planning Partners »

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

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

Historical chart of Vertex Planning Partners 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 Vertex Planning Partners 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 Vertex Planning Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $265k 4.4k 60.98

More positions owned by Vertex Planning Partners

Spdr Series Trust St Str P500etf (SPYM)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr TRS FLT RT BD (TFLO)
Blackrock Etf Trust Ishares Us Equit (DYNF)
State Str Spdr Sp 500 Etf T Tr Unit (SPY)
Apple (AAPL)
Spdr Series Trust ST STR P500GRW (SPYG)
J P Morgan Exchange Traded F U S Tec Lea Etf (JTEK)
Blackrock Etf Trust Ishares Intl Div (BIDD)
Ishares Tr Hdg Msci Eafe (HEFA)
Ishares Tr Core Univrsl Usd (IUSB)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Wisdomtree Tr Us Total Dividnd (DTD)
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)

View all positions for Vertex Planning Partners

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

Envestnet Asset Management
Fiduciary Planning
Rockefeller Capital Management
Cetera Investment Advisers
Commonwealth Equity Services
Raymond James Financial
Assetmark
REAP Financial Group
LPL Financial
Kestra Advisory Services
Atria Investments
Stephens
CWM
Advisor Group Holdings
Fundamentun

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