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 |
|---|---|---|---|---|---|
| Envestnet Asset Management | 869k | $43M | 138% | Dec 2025 |
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| Cetera Investment Advisers | 374k | $18M | 52% | Dec 2025 |
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| Raymond James Financial | 347k | $17M | -43% | Sep 2025 |
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| Assetmark | 265k | $13M | 13% | Dec 2025 |
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| LPL Financial | 241k | $12M | 38% | Dec 2025 |
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| Bleakley Financial Group | 236k | $12M | -1% | Dec 2025 |
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| Advisor Group Holdings | 203k | $9.9M | 9% | Dec 2025 |
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| Commonwealth Equity Services | 161k | $7.9M | 24% | Dec 2025 |
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| Atria Investments | 157k | $7.7M | 100% | Dec 2025 |
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| REAP Financial Group | 146k | $7.2M | 83% | Dec 2025 |
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| CWM | 117k | $5.7M | 25% | Dec 2025 |
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| BAM Wealth Management | 105k | $5.1M | 100% | Dec 2025 |
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| Mml Investors Services | 98k | $4.8M | 63% | Dec 2025 |
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| Kestra Advisory Services | 92k | $4.5M | 6% | Dec 2025 |
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| Capital Analysts | 91k | $4.4M | 4% | Dec 2025 |
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| SOA Wealth Advisors | 85k | $4.2M | -2% | Dec 2025 |
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| Sigma Planning | 84k | $4.1M | 100% | Dec 2025 |
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| Acorn Financial Advisory Services | 71k | $3.5M | -2% | Dec 2025 |
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| Change Path | 69k | $3.4M | 618% | Dec 2025 |
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| Royal Bank of Canada | 58k | $2.8M | -3% | Sep 2025 |
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| Valtinson Bruner Financial Planning | 53k | $2.6M | -29% | Dec 2025 |
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| Family Wealth Group | 51k | $2.5M | 56% | Dec 2025 |
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| Branch Banking & Trust Company | 50k | $2.4M | 24% | Dec 2025 |
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| Harbour Investments | 46k | $2.3M | 326% | Dec 2025 |
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| Janney Montgomery Scott | 46k | $2.3M | 28% | Dec 2025 |
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| Cambridge Investment Research Advisors | 45k | $2.2M | 25% | Dec 2025 |
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| Brookstone Capital Management | 38k | $1.9M | 30% | Dec 2025 |
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| Rockefeller Capital Management | 37k | $1.8M | 47% | Dec 2025 |
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| Insigneo Advisory Services | 37k | $1.8M | -6% | Dec 2025 |
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| SMART Wealth | 36k | $1.7M | -8% | Dec 2025 |
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| McKinley Carter Wealth Services | 32k | $1.6M | -8% | Dec 2025 |
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| Harvest Investment Services | 32k | $1.5M | -21% | Dec 2025 |
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| Founders Financial Securities | 29k | $1.4M | 13% | Dec 2025 |
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| Gallagher Fiduciary Advisors | 29k | $1.4M | 229% | Dec 2025 |
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| Captrust Financial Advisors | 28k | $1.3M | 0% | Sep 2025 |
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| Susquehanna International | 25k | $1.2M | 100% | Dec 2025 |
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| Silver Oak Securities | 24k | $1.2M | 40% | Dec 2025 |
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| Integrity Financial Corp | 24k | $1.2M | 50% | Dec 2025 |
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| Envestnet Portfolio Solutions | 22k | $1.1M | 54% | Dec 2025 |
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| Lion Street Advisors | 22k | $774k | 100% | Sep 2025 |
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| Fragasso | 22k | $1.1M | -48% | Dec 2025 |
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| Signal Advisors Wealth | 21k | $1.0M | 100% | Dec 2025 |
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| Hanlon Investment Management | 21k | $1.0M | 100% | Dec 2025 |
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| Pnc Financial Services | 21k | $1.0M | 84% | Dec 2025 |
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| HighTower Advisors | 21k | $1.0M | 246% | Dec 2025 |
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| AE Wealth Management | 19k | $920k | 0% | Dec 2025 |
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| Kestra Private Wealth Services | 18k | $863k | 6% | Dec 2025 |
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| Steward Partners Investment Advisory | 17k | $854k | 9% | Dec 2025 |
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| Stephens | 17k | $828k | 51% | Dec 2025 |
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| CoreCap Advisors | 16k | $776k | 6% | Dec 2025 |
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| Eqis Capital Management | 16k | $771k | 0% | Dec 2025 |
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| Ameritas Advisory Services | 16k | $767k | -2% | Dec 2025 |
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| Integrity Alliance | 15k | $738k | 100% | Dec 2025 |
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| Mutual Advisors | 15k | $733k | 36% | Dec 2025 |
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| TFB Advisors | 15k | $731k | -4% | Dec 2025 |
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| We Are One Seven | 14k | $695k | 35% | Dec 2025 |
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| Ashton Thomas Private Wealth | 14k | $693k | 9% | Dec 2025 |
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| RFG Advisory | 14k | $692k | 9% | Dec 2025 |
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| IFP Advisors | 14k | $676k | 34% | Dec 2025 |
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| Tanglewood Legacy Advisors | 13k | $636k | 0% | Dec 2025 |
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| Blue Bell Private Wealth Management | 13k | $636k | 10% | Dec 2025 |
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| World Equity Group | 13k | $632k | 100% | Dec 2025 |
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| Schulz Wealth | 13k | $631k | 0% | Dec 2025 |
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| Leigh Baldwin & Co | 13k | $607k | 0% | Sep 2025 |
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| Octavia Wealth Advisors | 13k | $614k | 20% | Dec 2025 |
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| Resources Investment Advisors | 13k | $612k | 0% | Dec 2025 |
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| Fsb Premier Wealth Management | 12k | $598k | 27% | Dec 2025 |
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| Clear Creek Financial Management | 12k | $586k | 100% | Dec 2025 |
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| Accel Wealth Management | 12k | $584k | 100% | Dec 2025 |
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| Pitti Group Wealth Management | 11k | $554k | 5% | Dec 2025 |
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| Gts Securities | 11k | $549k | 100% | Dec 2025 |
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| Foundations Investment Advisors | 11k | $535k | 65% | Dec 2025 |
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| Goss Wealth Management | 11k | $522k | -4% | Dec 2025 |
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| Archer Investment Corp | 10k | $492k | 11% | Dec 2025 |
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| Strategic Blueprint | 9.5k | $467k | -64% | Dec 2025 |
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| Geneos Wealth Management | 9.3k | $457k | 100% | Dec 2025 |
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| Kingswood Wealth Advisors | 9.3k | $455k | 56% | Dec 2025 |
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| Nbc Securities | 8.9k | $434k | 1% | Dec 2025 |
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| Gerber Kawasaki Wealth & Investment Management | 8.6k | $420k | 15% | Dec 2025 |
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| Arbor Capital Management | 8.4k | $412k | -8% | Dec 2025 |
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| Private Advisor | 8.3k | $406k | 100% | Dec 2025 |
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| Financial Life Planners | 8.2k | $404k | 0% | Dec 2025 |
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| Park Avenue Securities | 8.1k | $398k | 13% | Dec 2025 |
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| Meridian Wealth Management | 8.0k | $391k | 0% | Dec 2025 |
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| Arkadios Wealth Advisors | 8.0k | $391k | 100% | Dec 2025 |
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| Options Solutions | 7.7k | $377k | 100% | Dec 2025 |
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| Signature Estate and Investment Advisors | 7.6k | $374k | 20% | Dec 2025 |
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| DHJJ Financial Advisors | 7.5k | $369k | 33% | Dec 2025 |
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| Prosperity Consulting Group | 7.5k | $366k | 0% | Dec 2025 |
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| Legacy Solutions | 7.5k | $365k | 42% | Dec 2025 |
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| Sowell Financial Services | 7.5k | $365k | -15% | Dec 2025 |
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| Mariner Wealth Advisors | 7.3k | $359k | -6% | Dec 2025 |
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| Sanctuary Advisors | 7.3k | $356k | -5% | Dec 2025 |
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| J.w. Cole Advisors | 7.2k | $341k | 0% | Dec 2025 |
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| Wealth Enhancement Advisory Services | 6.9k | $338k | 100% | Dec 2025 |
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| Beacon Pointe Advisors | 6.7k | $330k | 0% | Dec 2025 |
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| Glen Eagle Advisors | 6.7k | $330k | 0% | Dec 2025 |
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| Prospera Financial Services | 6.6k | $323k | 8% | Dec 2025 |
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| Savvy Advisors | 6.4k | $311k | 100% | Dec 2025 |
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| First Heartland Consultants | 6.2k | $302k | 100% | Dec 2025 |
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| Ambassador Advisors | 6.0k | $293k | 100% | Dec 2025 |
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| United Capital Financial Advisers | 5.8k | $278k | 0% | Sep 2025 |
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| CLS Investments | 5.7k | $280k | 100% | Dec 2025 |
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| Beacon Financial Advisory | 5.5k | $269k | 0% | Dec 2025 |
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| Centaurus Financial | 5.5k | $268k | 5% | Dec 2025 |
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| Kovack Advisors | 5.4k | $267k | 100% | Dec 2025 |
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| Wood Tarver Financial Group | 5.2k | $249k | 0% | Sep 2025 |
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| Share Andrew L. | 5.2k | $256k | -16% | Dec 2025 |
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| Financial Advisory Corp | 5.1k | $248k | 100% | Dec 2025 |
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| Fortress Private Ledger | 5.0k | $237k | 100% | Sep 2025 |
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| Vestmark Advisory Solutions | 4.9k | $240k | 100% | Dec 2025 |
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| Mount Yale Investment Advisors | 4.9k | $240k | 0% | Dec 2025 |
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| WealthTrust Asset Management | 4.6k | $223k | 0% | Dec 2025 |
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| Grantvest Financial Group | 4.5k | $218k | 100% | Dec 2025 |
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| Citizens Financial Group | 4.4k | $214k | 100% | Dec 2025 |
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| LifeWealth Investments | 4.2k | $204k | 100% | Dec 2025 |
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| LVZ Advisors | 4.1k | $203k | 100% | Dec 2025 |
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| Sound Income Strategies | 4.0k | $195k | 100% | Dec 2025 |
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| Farther Finance Advisors | 3.8k | $186k | -31% | Dec 2025 |
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| Sunbelt Securities | 3.4k | $168k | 14% | Dec 2025 |
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| Summit Investment Advisors | 2.7k | $131k | 0% | Dec 2025 |
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| Fifth Third Bancorp | 2.4k | $116k | 100% | Dec 2025 |
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| Bank Of Oklahoma National Association / | 2.1k | $103k | 0% | Dec 2025 |
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| Jpmorgan Chase & Co | 2.1k | $98k | 100% | Sep 2025 |
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| Financial Network Wealth Advisors | 1.6k | $77k | -17% | Dec 2025 |
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| O'shaughnessy Asset Management | 1.1k | $56k | 100% | Dec 2025 |
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| Evolution Wealth Management | 1.1k | $54k | 0% | Dec 2025 |
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| Noble Wealth Management PBC | 850.00 | $42k | 0% | Dec 2025 |
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| Capital Investment Advisory Services | 629.00 | $31k | 0% | Dec 2025 |
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| Topsail Wealth Management | 500.00 | $25k | 150% | Dec 2025 |
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| Larson Financial Group | 492.00 | $24k | 0% | Dec 2025 |
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| Caitlin John | 404.00 | $20k | 0% | Dec 2025 |
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| Barclays | 331.00 | $16k | -89% | Dec 2025 |
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| IMG Wealth Management | 264.00 | $13k | 0% | Sep 2025 |
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| Tucker Asset Management | 237.00 | $12k | 0% | Dec 2025 |
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| UBS Group | 224.00 | $11k | -28% | Dec 2025 |
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| Alerus Financial | 145.00 | $7.1k | 0% | Dec 2025 |
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Who sold out of First Trust Cvoe Us Equity Buffer?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Armis Advisers | Jun 2025 | 118k | $5.3M |
| Old Mission Capital | Sep 2025 | 44k | $2.1M |
| Keystone Wealth Services | Sep 2025 | 15k | $694k |
| Citadel Advisors | Jun 2025 | 14k | $634k |
| Thoroughbred Financial Services | Sep 2025 | 6.2k | $295k |
| Principal Securities | Sep 2025 | 767.00 | $36k |
| Federation des caisses Desjardins du Quebec | Sep 2025 | 555.00 | $26k |