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 | 509k | $27M | -42% | Jun 2026 |
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| Raymond James Financial | 347k | $18M | -2% | Jun 2026 |
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| Assetmark | 314k | $16M | 6% | Jun 2026 |
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| Bleakley Financial Group | 223k | $12M | -4% | Jun 2026 |
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| Advisor Group Holdings | 194k | $10M | 7% | Jun 2026 |
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| Cetera Investment Advisers | 174k | $9.1M | -51% | Jun 2026 |
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| LPL Financial | 147k | $7.7M | -20% | Jun 2026 |
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| REAP Financial Group | 145k | $7.6M | 0% | Jun 2026 |
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| Commonwealth Equity Services | 125k | $6.5M | -16% | Jun 2026 |
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| Mml Investors Services | 118k | $6.2M | 17% | Jun 2026 |
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| CWM | 99k | $4.7M | -15% | Mar 2026 |
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| Capital Analysts | 91k | $4.8M | -1% | Jun 2026 |
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| Kestra Advisory Services | 83k | $4.3M | -23% | Jun 2026 |
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| Acorn Financial Advisory Services | 71k | $3.7M | 0% | Jun 2026 |
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| Harbour Investments | 58k | $3.1M | -13% | Jun 2026 |
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| Valtinson Bruner Financial Planning | 51k | $2.7M | -1% | Jun 2026 |
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| Family Wealth Group | 50k | $2.6M | -3% | Jun 2026 |
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| Janney Montgomery Scott | 47k | $2.5M | -1% | Jun 2026 |
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| Royal Bank of Canada | 47k | $2.4M | -11% | Jun 2026 |
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| SMART Wealth | 46k | $2.4M | 20% | Jun 2026 |
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| SOA Wealth Advisors | 44k | $2.3M | 0% | Jun 2026 |
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| Branch Banking & Trust Company | 43k | $2.3M | -11% | Jun 2026 |
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| Action Point Financial Planning | 42k | $2.2M | 100% | Jun 2026 |
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| Cambridge Investment Research Advisors | 42k | $2.2M | -1% | Jun 2026 |
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| Ameritas Advisory Services | 36k | $1.9M | 116% | Jun 2026 |
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| Founders Financial Securities | 33k | $1.7M | 5% | Jun 2026 |
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| McKinley Carter Wealth Services | 32k | $1.7M | 0% | Jun 2026 |
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| Insigneo Advisory Services | 32k | $1.6M | 0% | Jun 2026 |
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| Rockefeller Capital Management | 31k | $1.6M | -14% | Jun 2026 |
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| Harvest Investment Services | 30k | $1.6M | -1% | Jun 2026 |
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| Brookstone Capital Management | 30k | $1.5M | -22% | Jun 2026 |
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| Susquehanna International | 29k | $1.5M | -10% | Jun 2026 |
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| Reflection Asset Management | 28k | $1.4M | 0% | Mar 2026 |
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| Envestnet Portfolio Solutions | 24k | $1.3M | -5% | Jun 2026 |
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| Silver Oak Securities | 24k | $1.3M | 0% | Jun 2026 |
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| Captrust Financial Advisors | 24k | $1.3M | -10% | Jun 2026 |
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| Keystone Wealth Services | 23k | $1.2M | 0% | Jun 2026 |
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| Fragasso | 22k | $1.1M | 0% | Jun 2026 |
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| Integrity Financial Corp | 21k | $1.1M | -6% | Jun 2026 |
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| Citadel Advisors | 21k | $1.1M | 100% | Jun 2026 |
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| Pnc Financial Services | 20k | $1.0M | -3% | Jun 2026 |
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| Old Mission Capital | 20k | $1.0M | 100% | Jun 2026 |
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| AE Wealth Management | 19k | $966k | -1% | Jun 2026 |
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| RFG Advisory | 18k | $924k | 13% | Jun 2026 |
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| Kestra Private Wealth Services | 17k | $895k | 0% | Jun 2026 |
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| Steward Partners Investment Advisory | 17k | $891k | -2% | Jun 2026 |
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| Ashton Thomas Private Wealth | 16k | $836k | 10% | Jun 2026 |
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| CoreCap Advisors | 16k | $832k | 2% | Jun 2026 |
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| Jpmorgan Chase & Co | 16k | $819k | 100% | Jun 2026 |
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| Armis Advisers | 16k | $828k | 0% | Jun 2026 |
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| Eqis Capital Management | 16k | $823k | 0% | Jun 2026 |
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| Hrt Financial | 16k | $817k | 100% | Jun 2026 |
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| Stephens | 15k | $806k | 0% | Jun 2026 |
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| Midwest Financial Network | 15k | $766k | -21% | Jun 2026 |
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| Mutual Advisors | 14k | $742k | -5% | Jun 2026 |
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| Blue Bell Private Wealth Management | 14k | $713k | -2% | Jun 2026 |
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| TFB Advisors | 13k | $685k | 50% | Jun 2026 |
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| Tanglewood Legacy Advisors | 13k | $679k | 0% | Jun 2026 |
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| Schulz Wealth | 13k | $673k | 0% | Jun 2026 |
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| Octavia Wealth Advisors | 13k | $655k | 0% | Jun 2026 |
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| Fsb Premier Wealth Management | 12k | $634k | -1% | Jun 2026 |
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| Leigh Baldwin & Co | 12k | $578k | -4% | Mar 2026 |
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| Strategic Blueprint | 12k | $602k | -54% | Jun 2026 |
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| Pitti Group Wealth Management | 11k | $582k | -2% | Jun 2026 |
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| Foundations Investment Advisors | 11k | $579k | -5% | Jun 2026 |
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| Gallagher Fiduciary Advisors | 11k | $577k | -59% | Jun 2026 |
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| Keating Financial Advisory Services | 11k | $570k | -1% | Jun 2026 |
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| Goldman Sachs Group | 11k | $561k | 100% | Jun 2026 |
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| Resources Investment Advisors | 11k | $547k | -25% | Jun 2026 |
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| Archer Investment Corp | 10k | $525k | 0% | Jun 2026 |
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| Signal Advisors Wealth | 9.8k | $512k | -57% | Jun 2026 |
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| We Are One Seven | 9.8k | $511k | -29% | Jun 2026 |
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| Integrity Alliance | 9.7k | $506k | 0% | Jun 2026 |
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| HighTower Advisors | 9.6k | $502k | -3% | Jun 2026 |
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| Geneos Wealth Management | 9.3k | $488k | 0% | Jun 2026 |
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| Change Path | 9.2k | $480k | -86% | Jun 2026 |
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| Goss Wealth Management | 9.1k | $474k | -14% | Jun 2026 |
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| Kingswood Wealth Advisors | 8.9k | $464k | -4% | Jun 2026 |
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| Concurrent Investment Advisors | 8.4k | $439k | -1% | Jun 2026 |
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| Financial Life Planners | 8.2k | $431k | 0% | Jun 2026 |
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| Meridian Wealth Management | 8.0k | $417k | 0% | Jun 2026 |
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| Arkadios Wealth Advisors | 8.0k | $417k | 0% | Jun 2026 |
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| Park Avenue Securities | 8.0k | $416k | -4% | Jun 2026 |
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| Mariner Wealth Advisors | 7.7k | $401k | 10% | Jun 2026 |
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| DHJJ Financial Advisors | 7.5k | $394k | 0% | Jun 2026 |
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| Gerber Kawasaki Wealth & Investment Management | 7.5k | $356k | -13% | Mar 2026 |
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| Prosperity Consulting Group | 7.5k | $390k | 0% | Jun 2026 |
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| Legacy Solutions | 7.5k | $390k | 0% | Jun 2026 |
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| Clear Creek Financial Management | 7.3k | $383k | -57% | Jun 2026 |
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| J.w. Cole Advisors | 7.2k | $379k | 100% | Jun 2026 |
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| Accel Wealth Management | 7.0k | $366k | -41% | Jun 2026 |
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| Sowell Financial Services | 7.0k | $365k | -5% | Jun 2026 |
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| IFP Advisors | 6.9k | $363k | -35% | Jun 2026 |
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| WealthTrust Asset Management | 6.8k | $358k | 0% | Jun 2026 |
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| Savvy Advisors | 6.8k | $356k | 0% | Jun 2026 |
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| Great Valley Advisor Group | 6.8k | $353k | 100% | Jun 2026 |
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| Beacon Pointe Advisors | 6.7k | $352k | 0% | Jun 2026 |
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| Glen Eagle Advisors | 6.7k | $352k | 0% | Jun 2026 |
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| Nbc Securities | 6.7k | $350k | -3% | Jun 2026 |
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| Sanctuary Advisors | 6.5k | $340k | 0% | Jun 2026 |
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| Kovack Advisors | 6.1k | $319k | 2% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 5.9k | $310k | 100% | Jun 2026 |
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| Arbor Capital Management | 5.8k | $305k | -25% | Jun 2026 |
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| SRS Capital Advisors | 5.8k | $306k | 100% | Jun 2026 |
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| Intl Fcstone | 5.8k | $305k | 100% | Jun 2026 |
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| VestGen Advisors | 5.8k | $301k | -77% | Jun 2026 |
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| United Capital Financial Advisers | 5.7k | $296k | -25% | Jun 2026 |
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| First Heartland Consultants | 5.5k | $292k | -10% | Jun 2026 |
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| Farther Finance Advisors | 5.4k | $283k | 64% | Jun 2026 |
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| Gateway Wealth Partners | 5.4k | $282k | -26% | Jun 2026 |
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| Centaurus Financial | 5.3k | $279k | -2% | Jun 2026 |
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| Share Andrew L. | 5.2k | $273k | 0% | Jun 2026 |
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| Fortress Private Ledger | 5.0k | $260k | 0% | Jun 2026 |
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| Wood Tarver Financial Group | 5.0k | $259k | -5% | Jun 2026 |
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| Prospera Financial Services | 4.9k | $256k | -25% | Jun 2026 |
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| Mount Yale Investment Advisors | 4.9k | $256k | 0% | Jun 2026 |
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| Vestmark Advisory Solutions | 4.9k | $256k | 0% | Jun 2026 |
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| Beacon Financial Advisory | 4.8k | $251k | 0% | Jun 2026 |
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| Cassady Wealth & Retirement Planning | 4.6k | $240k | -4% | Jun 2026 |
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| Citizens Financial Group | 4.4k | $228k | 0% | Jun 2026 |
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| Money Concepts Capital Corp | 4.3k | $223k | 0% | Jun 2026 |
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| LVZ Advisors | 4.1k | $217k | 100% | Jun 2026 |
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| Madrona Financial Services | 4.0k | $211k | 100% | Jun 2026 |
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| Sound Income Strategies | 4.0k | $207k | 0% | Jun 2026 |
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| Boomfish Wealth Group | 3.9k | $205k | 100% | Jun 2026 |
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| Ambassador Advisors | 3.8k | $201k | -30% | Jun 2026 |
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| Cozad Asset Management | 3.8k | $200k | 100% | Jun 2026 |
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| Atria Investments | 3.8k | $200k | -98% | Jun 2026 |
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| Sunbelt Securities | 3.4k | $164k | 0% | Mar 2026 |
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| Buck Wealth Strategies | 3.3k | $173k | 100% | Jun 2026 |
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| Summit Investment Advisors | 2.7k | $140k | 0% | Jun 2026 |
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| Bank Of Oklahoma National Association / | 2.1k | $110k | 0% | Jun 2026 |
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| IFG Advisory | 1.6k | $83k | 100% | Jun 2026 |
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| Mercer Global Advisors | 1.5k | $77k | 100% | Jun 2026 |
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| Evolution Wealth Management | 1.1k | $57k | 0% | Jun 2026 |
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| Barclays | 972.00 | $51k | 4760% | Jun 2026 |
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| Financial Network Wealth Advisors | 833.00 | $44k | 0% | Jun 2026 |
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| Capital Investment Advisory Services | 629.00 | $33k | 0% | Jun 2026 |
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| Topsail Wealth Management | 500.00 | $26k | 0% | Jun 2026 |
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| Caitlin John | 404.00 | $21k | 0% | Jun 2026 |
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| Noble Wealth Management PBC | 400.00 | $21k | -48% | Jun 2026 |
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| Larson Financial Group | 341.00 | $18k | 0% | Jun 2026 |
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| Cape Investment Advisory | 290.00 | $15k | 100% | Jun 2026 |
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| O'shaughnessy Asset Management | 249.00 | $13k | 0% | Jun 2026 |
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| Continuum Advisory | 231.00 | $12k | 100% | Jun 2026 |
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| Alerus Financial | 145.00 | $7.6k | 0% | Jun 2026 |
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| Wells Fargo & Company | 21.00 | $1.1k | -36% | Jun 2026 |
|
Who sold out of First Trust Cvoe Us Equity Buffer?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| BAM Wealth Management | Mar 2026 | 92k | $4.4M |
| Hanlon Investment Management | Mar 2026 | 19k | $907k |
| World Equity Group | Mar 2026 | 12k | $577k |
| Signature Estate and Investment Advisors | Mar 2026 | 7.6k | $364k |
| Private Advisor | Mar 2026 | 7.5k | $358k |
| CLS Investments | Mar 2026 | 6.7k | $322k |
| Pacific Excel Wealth Advisors | Mar 2026 | 5.3k | $252k |
| Jones Financial Companies, L.L | Mar 2026 | 1.5k | $70k |
| Northwestern Mutual Wealth Management Company | Mar 2026 | 961.00 | $46k |
| UBS Group | Mar 2026 | 651.00 | $31k |
| Morgan Stanley | Dec 2025 | 174.00 | $8.5k |