Who owns FIRST TRUST CVOE US EQUITY BUFFER?
- Ticker: FOCT
- CUSIP Number: 33740f664
Tip: Access positions for across all investors
Analyze quarterly positions in First Trust Cvoe Us Equity Buffer with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of First Trust Cvoe Us Equity Buffer stock
Who bought or sold FIRST TRUST CVOE US EQUITY BUFFER this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Cetera Investment Advisers | 152k | $6.3M | 0% | Jun 2024 |
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| McCarthy & Cox | 137k | $5.8M | 0% | Sep 2024 |
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| Raymond James Financial Services Advisors | 132k | $5.6M | 0% | Sep 2024 |
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| Prospera Financial Services | 126k | $5.3M | 1% | Sep 2024 |
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| Commonwealth Equity Services | 102k | $4.3M | -59% | Sep 2024 |
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| Advisor Group Holdings | 100k | $4.2M | -55% | Sep 2024 |
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| SOA Wealth Advisors | 89k | $3.8M | 0% | Sep 2024 |
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| CWM | 80k | $3.4M | -66% | Sep 2024 |
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| Valtinson Bruner Financial Planning | 79k | $3.3M | 0% | Sep 2024 |
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| Raymond James & Associates | 72k | $3.1M | -3% | Sep 2024 |
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| Envestnet Asset Management | 72k | $3.0M | -53% | Sep 2024 |
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| Assetmark | 71k | $3.0M | 200% | Sep 2024 |
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| ERn Financial | 66k | $2.8M | -9% | Sep 2024 |
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| Kestra Advisory Services | 62k | $2.6M | -5% | Sep 2024 |
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| Royal Bank of Canada | 56k | $2.3M | -8% | Sep 2024 |
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| LPL Financial | 53k | $2.2M | -2% | Sep 2024 |
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| Resources Investment Advisors | 47k | $2.0M | -2% | Sep 2024 |
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| Stephens | 47k | $2.0M | -52% | Sep 2024 |
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| Fragasso | 39k | $1.7M | 0% | Sep 2024 |
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| Branch Banking & Trust Company | 38k | $1.6M | 3% | Jun 2024 |
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| AE Wealth Management | 37k | $1.6M | -8% | Sep 2024 |
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| McKinley Carter Wealth Services | 37k | $1.6M | -1% | Sep 2024 |
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| Jane Street | 33k | $1.4M | 100% | Sep 2024 |
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| Cambridge Investment Research Advisors | 31k | $1.3M | -15% | Sep 2024 |
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| Brookstone Capital Management | 29k | $1.2M | 0% | Sep 2024 |
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| Susquehanna International | 26k | $1.1M | 100% | Sep 2024 |
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| Mml Investors Services | 26k | $1.1M | 0% | Sep 2024 |
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| Fsb Premier Wealth Management | 21k | $880k | -31% | Jun 2024 |
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| Harbour Investments | 19k | $785k | -25% | Sep 2024 |
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| Tanglewood Legacy Advisors | 18k | $779k | 0% | Sep 2024 |
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| Kestra Private Wealth Services | 18k | $741k | 0% | Sep 2024 |
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| SeaCrest Wealth Management | 17k | $735k | 0% | Sep 2024 |
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| Captrust Financial Advisors | 17k | $716k | -5% | Sep 2024 |
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| Ameritas Advisory Services | 17k | $706k | 1% | Sep 2024 |
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| Integrity Financial Corp | 16k | $694k | -4% | Sep 2024 |
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| Rockefeller Capital Management | 16k | $659k | -13% | Jun 2024 |
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| Jpmorgan Chase & Co | 16k | $663k | 123% | Sep 2024 |
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| Goss Wealth Management | 15k | $608k | -10% | Jun 2024 |
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| Steward Partners Investment Advisory | 14k | $566k | 0% | Jun 2024 |
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| We Are One Seven | 13k | $563k | -17% | Sep 2024 |
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| Citadel Advisors | 13k | $546k | -16% | Sep 2024 |
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| Pitti Group Wealth Management | 13k | $499k | 0% | Sep 2024 |
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| Schulz Wealth | 13k | $543k | 0% | Sep 2024 |
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| IFP Advisors | 12k | $517k | 0% | Jun 2024 |
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| Strategic Blueprint | 12k | $497k | -26% | Sep 2024 |
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| Townsquare Capital | 11k | $482k | -1% | Sep 2024 |
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| Octavia Wealth Advisors | 11k | $467k | 0% | Sep 2024 |
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| CoreCap Advisors | 11k | $455k | 12% | Sep 2024 |
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| Keystone Wealth Services | 10k | $428k | 0% | Sep 2024 |
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| Archer Investment Corp | 9.8k | $414k | 0% | Sep 2024 |
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| Mariner Wealth Advisors | 9.3k | $394k | -2% | Sep 2024 |
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| H D Vest Advisory Services | 9.2k | $384k | -32% | Jun 2024 |
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| Family Wealth Group | 9.0k | $373k | -1% | Jun 2024 |
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| Gallagher Fiduciary Advisors | 8.7k | $367k | 0% | Sep 2024 |
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| Nbc Securities | 8.6k | $363k | -2% | Sep 2024 |
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| Gerber Kawasaki Wealth & Investment Management | 8.4k | $348k | 9% | Jun 2024 |
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| J.w. Cole Advisors | 8.2k | $348k | 2% | Sep 2024 |
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| Founders Financial Securities | 8.1k | $343k | 100% | Sep 2024 |
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| TFB Advisors | 8.1k | $342k | 31% | Sep 2024 |
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| Meridian Wealth Management | 8.0k | $337k | 0% | Sep 2024 |
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| Blue Bell Private Wealth Management | 7.4k | $314k | -4% | Sep 2024 |
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| Mutual Advisors | 7.2k | $306k | 100% | Sep 2024 |
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| WealthTrust Asset Management | 6.9k | $292k | 0% | Sep 2024 |
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| Arbor Capital Management | 6.9k | $292k | -1% | Sep 2024 |
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| Janney Montgomery Scott | 6.8k | $288k | -1% | Sep 2024 |
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| Beacon Pointe Advisors | 6.8k | $286k | -14% | Sep 2024 |
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| First Heartland Consultants | 6.7k | $285k | -41% | Sep 2024 |
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| Glen Eagle Advisors | 6.7k | $284k | 0% | Sep 2024 |
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| Prosperity Consulting Group | 6.6k | $278k | 100% | Sep 2024 |
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| National Asset Management | 6.5k | $270k | 100% | Jun 2024 |
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| Signature Estate and Investment Advisors | 6.4k | $269k | 0% | Sep 2024 |
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| Share Andrew L. | 6.2k | $263k | 0% | Sep 2024 |
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| Thoroughbred Financial Services | 6.2k | $263k | 0% | Sep 2024 |
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| Change Path | 6.0k | $253k | -73% | Sep 2024 |
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| DHJJ Financial Advisors | 5.8k | $244k | -18% | Sep 2024 |
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| Beacon Financial Advisory | 5.5k | $232k | 0% | Sep 2024 |
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| Sanctuary Advisors | 5.1k | $206k | 100% | Jun 2024 |
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| Transcend Wealth Collective | 4.9k | $207k | 0% | Sep 2024 |
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| Pnc Financial Services | 2.8k | $117k | 125% | Sep 2024 |
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| Proequities | 2.7k | $115M | 0% | Sep 2024 |
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| Summit Investment Advisors | 2.4k | $100k | 12% | Sep 2024 |
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| Financial Network Wealth Advisors | 2.2k | $94k | -58% | Sep 2024 |
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| Sunbelt Securities | 2.0k | $84k | -26% | Jun 2024 |
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| Larson Financial Group | 1.1k | $45k | 0% | Sep 2024 |
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| Barclays | 1.1k | $44k | 100% | Sep 2024 |
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| Bank of America Corporation | 746.00 | $32k | 0% | Sep 2024 |
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| Capital Investment Advisory Services | 630.00 | $27k | 0% | Sep 2024 |
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| Federation des caisses Desjardins du Quebec | 555.00 | $24k | 0% | Sep 2024 |
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| Tucker Asset Management | 237.00 | $9.8k | 0% | Jun 2024 |
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| Coppell Advisory Solutions | 100.00 | $4.2k | 0% | Sep 2024 |
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Who sold out of First Trust Cvoe Us Equity Buffer?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Legacy Capital Wealth Partners | Jun 2024 | 156k | $6.5M |
| Wolff Wiese Magana | Jun 2024 | 35k | $1.5M |
| Atria Investments | Jun 2024 | 13k | $522k |
| Sage Capital Advisors | Jun 2024 | 11k | $462k |
| Two Sigma Securities | Mar 2024 | 8.2k | $332k |
| Sequent Planning | Mar 2024 | 7.7k | $312k |
| Orion Portfolio Solutions | Mar 2024 | 5.2k | $210k |
| Envestnet Portfolio Solutions | Jun 2024 | 5.2k | $214k |
| Morgan Stanley | Mar 2024 | 146.00 | $5.9k |