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 | 366k | $17M | -49% | Sep 2025 |
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| Raymond James Financial | 347k | $17M | -43% | Sep 2025 |
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| Cetera Investment Advisers | 246k | $12M | -49% | Sep 2025 |
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| Bleakley Financial Group | 238k | $11M | -8% | Sep 2025 |
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| Assetmark | 233k | $11M | 13% | Sep 2025 |
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| Advisor Group Holdings | 186k | $8.9M | -1% | Sep 2025 |
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| LPL Financial | 175k | $8.3M | 16% | Sep 2025 |
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| Commonwealth Equity Services | 130k | $6.2M | -11% | Sep 2025 |
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| CWM | 94k | $4.4M | -47% | Sep 2025 |
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| Capital Analysts | 87k | $4.1M | 4% | Sep 2025 |
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| SOA Wealth Advisors | 87k | $4.1M | 0% | Sep 2025 |
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| Kestra Advisory Services | 87k | $4.1M | -9% | Sep 2025 |
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| REAP Financial Group | 80k | $3.8M | -3% | Sep 2025 |
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| Valtinson Bruner Financial Planning | 74k | $3.5M | -1% | Sep 2025 |
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| Acorn Financial Advisory Services | 73k | $3.5M | 0% | Sep 2025 |
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| Mml Investors Services | 60k | $2.8M | -21% | Sep 2025 |
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| Royal Bank of Canada | 58k | $2.8M | -3% | Sep 2025 |
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| Old Mission Capital | 44k | $2.1M | 100% | Sep 2025 |
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| Fragasso | 42k | $2.0M | 2% | Sep 2025 |
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| Branch Banking & Trust Company | 40k | $1.9M | 0% | Sep 2025 |
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| Harvest Investment Services | 40k | $1.9M | -86% | Sep 2025 |
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| Insigneo Advisory Services | 39k | $1.8M | -3% | Sep 2025 |
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| SMART Wealth | 39k | $1.8M | -5% | Sep 2025 |
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| Cambridge Investment Research Advisors | 36k | $1.7M | -14% | Sep 2025 |
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| Janney Montgomery Scott | 36k | $1.7M | -26% | Sep 2025 |
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| McKinley Carter Wealth Services | 35k | $1.7M | 0% | Sep 2025 |
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| Family Wealth Group | 33k | $1.6M | -14% | Sep 2025 |
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| Brookstone Capital Management | 30k | $1.4M | -26% | Sep 2025 |
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| Captrust Financial Advisors | 28k | $1.3M | 0% | Sep 2025 |
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| Strategic Blueprint | 26k | $1.3M | 153% | Sep 2025 |
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| Founders Financial Securities | 25k | $1.2M | 24% | Sep 2025 |
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| Rockefeller Capital Management | 25k | $1.2M | -7% | Sep 2025 |
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| Lion Street Advisors | 22k | $774k | 100% | Sep 2025 |
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| AE Wealth Management | 19k | $894k | -7% | Sep 2025 |
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| Silver Oak Securities | 17k | $826k | 100% | Sep 2025 |
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| Kestra Private Wealth Services | 17k | $787k | -2% | Sep 2025 |
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| Integrity Financial Corp | 16k | $764k | -7% | Sep 2025 |
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| Steward Partners Investment Advisory | 16k | $760k | 0% | Sep 2025 |
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| Ameritas Advisory Services | 16k | $759k | -20% | Sep 2025 |
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| Eqis Capital Management | 16k | $748k | 100% | Sep 2025 |
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| TFB Advisors | 16k | $737k | -2% | Sep 2025 |
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| CoreCap Advisors | 15k | $708k | 3% | Sep 2025 |
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| Keystone Wealth Services | 15k | $694k | -2% | Sep 2025 |
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| Envestnet Portfolio Solutions | 14k | $683k | 23% | Sep 2025 |
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| Ashton Thomas Private Wealth | 13k | $618k | -2% | Sep 2025 |
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| Tanglewood Legacy Advisors | 13k | $617k | 0% | Sep 2025 |
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| RFG Advisory | 13k | $615k | 26% | Sep 2025 |
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| Schulz Wealth | 13k | $612k | 0% | Sep 2025 |
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| Leigh Baldwin & Co | 13k | $607k | 0% | Sep 2025 |
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| Resources Investment Advisors | 13k | $593k | -62% | Sep 2025 |
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| Blue Bell Private Wealth Management | 12k | $562k | -4% | Sep 2025 |
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| Stephens | 11k | $533k | 0% | Sep 2025 |
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| Pnc Financial Services | 11k | $532k | 3% | Sep 2025 |
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| Goss Wealth Management | 11k | $526k | -14% | Sep 2025 |
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| Mutual Advisors | 11k | $531k | 52% | Sep 2025 |
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| Harbour Investments | 11k | $518k | -18% | Sep 2025 |
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| Pitti Group Wealth Management | 11k | $513k | -7% | Sep 2025 |
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| We Are One Seven | 11k | $500k | -87% | Sep 2025 |
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| Octavia Wealth Advisors | 11k | $498k | 0% | Sep 2025 |
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| IFP Advisors | 10k | $491k | 0% | Sep 2025 |
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| Fsb Premier Wealth Management | 9.6k | $457k | -57% | Sep 2025 |
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| Change Path | 9.6k | $454k | -95% | Sep 2025 |
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| Arbor Capital Management | 9.2k | $435k | 0% | Sep 2025 |
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| Archer Investment Corp | 9.0k | $429k | 0% | Sep 2025 |
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| Nbc Securities | 8.8k | $418k | -7% | Sep 2025 |
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| Sowell Financial Services | 8.7k | $416k | -1% | Sep 2025 |
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| Gallagher Fiduciary Advisors | 8.7k | $413k | -60% | Sep 2025 |
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| Financial Life Planners | 8.2k | $392k | 0% | Sep 2025 |
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| Meridian Wealth Management | 8.0k | $379k | 0% | Sep 2025 |
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| Mariner Wealth Advisors | 7.8k | $372k | 0% | Sep 2025 |
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| Prosperity Consulting Group | 7.5k | $355k | -5% | Sep 2025 |
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| Gerber Kawasaki Wealth & Investment Management | 7.4k | $354k | -1% | Sep 2025 |
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| J.w. Cole Advisors | 7.2k | $344k | -12% | Sep 2025 |
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| Park Avenue Securities | 7.2k | $341k | 100% | Sep 2025 |
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| Beacon Pointe Advisors | 6.8k | $321k | 0% | Sep 2025 |
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| Glen Eagle Advisors | 6.7k | $320k | 0% | Sep 2025 |
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| Foundations Investment Advisors | 6.6k | $314k | -21% | Sep 2025 |
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| Signature Estate and Investment Advisors | 6.4k | $302k | 0% | Sep 2025 |
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| Share Andrew L. | 6.2k | $296k | 0% | Sep 2025 |
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| Thoroughbred Financial Services | 6.2k | $295k | 0% | Sep 2025 |
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| Prospera Financial Services | 6.1k | $290k | -1% | Sep 2025 |
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| Kingswood Wealth Advisors | 5.9k | $282k | 0% | Sep 2025 |
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| HighTower Advisors | 5.9k | $282k | 0% | Sep 2025 |
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| United Capital Financial Advisers | 5.8k | $278k | 0% | Sep 2025 |
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| DHJJ Financial Advisors | 5.6k | $268k | -1% | Sep 2025 |
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| Farther Finance Advisors | 5.5k | $261k | -43% | Sep 2025 |
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| Beacon Financial Advisory | 5.5k | $261k | -48% | Sep 2025 |
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| Wood Tarver Financial Group | 5.2k | $249k | 0% | Sep 2025 |
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| Legacy Solutions | 5.2k | $249k | 0% | Sep 2025 |
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| Centaurus Financial | 5.2k | $248k | -60% | Sep 2025 |
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| Fortress Private Ledger | 5.0k | $237k | 100% | Sep 2025 |
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| Mount Yale Investment Advisors | 4.9k | $233k | 100% | Sep 2025 |
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| WealthTrust Asset Management | 4.6k | $216k | 0% | Sep 2025 |
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| Sunbelt Securities | 3.0k | $142k | 20% | Sep 2025 |
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| Barclays | 2.9k | $137k | 20% | Sep 2025 |
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| Summit Investment Advisors | 2.7k | $127k | 0% | Sep 2025 |
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| Bank Of Oklahoma National Association / | 2.1k | $100k | 0% | Sep 2025 |
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| Jpmorgan Chase & Co | 2.1k | $98k | 665% | Sep 2025 |
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| Financial Network Wealth Advisors | 1.9k | $91k | 0% | Sep 2025 |
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| Evolution Wealth Management | 1.1k | $52k | 0% | Sep 2025 |
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| Principal Securities | 767.00 | $36k | 0% | Sep 2025 |
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| Capital Investment Advisory Services | 629.00 | $30k | 0% | Sep 2025 |
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| FTB Advisors | 569.00 | $26k | 100% | Jun 2025 |
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| Federation des caisses Desjardins du Quebec | 555.00 | $26k | 0% | Sep 2025 |
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| Larson Financial Group | 492.00 | $23k | -41% | Sep 2025 |
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| Caitlin John | 404.00 | $19k | 100% | Sep 2025 |
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| UBS Group | 313.00 | $15k | -87% | Sep 2025 |
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| IMG Wealth Management | 264.00 | $13k | 0% | Sep 2025 |
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| Topsail Wealth Management | 200.00 | $9.5k | 0% | Sep 2025 |
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| Alerus Financial | 145.00 | $6.9k | 0% | Sep 2025 |
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| Morgan Stanley | 113.00 | $5.1k | 100% | Jun 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 |
| Atria Investments | Jun 2025 | 50k | $2.2M |
| Citadel Advisors | Jun 2025 | 14k | $634k |
| First Trust Advisors | Jun 2025 | 14k | $625k |
| Hanlon Investment Management | Jun 2025 | 13k | $588k |
| World Equity Group | Jun 2025 | 12k | $556k |
| Savvy Advisors | Jun 2025 | 12k | $550k |
| Semus Wealth Partners | Jun 2025 | 9.2k | $413k |
| NWF Advisory Services | Mar 2025 | 4.8k | $200k |
| Park Square Financial Group | Jun 2025 | 584.00 | $26k |