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 | 875k | $42M | 1% | Mar 2026 |
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| Raymond James Financial | 385k | $19M | 11% | Dec 2025 |
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| Cetera Investment Advisers | 353k | $17M | -5% | Mar 2026 |
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| Assetmark | 295k | $14M | 12% | Mar 2026 |
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| Bleakley Financial Group | 231k | $11M | -2% | Mar 2026 |
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| Advisor Group Holdings | 203k | $9.9M | 9% | Dec 2025 |
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| LPL Financial | 183k | $8.7M | -24% | Mar 2026 |
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| Atria Investments | 160k | $7.6M | 2% | Mar 2026 |
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| Commonwealth Equity Services | 149k | $7.1M | -8% | Mar 2026 |
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| REAP Financial Group | 145k | $6.9M | -1% | Mar 2026 |
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| CWM | 117k | $5.7M | 25% | Dec 2025 |
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| Kestra Advisory Services | 107k | $5.1M | 16% | Mar 2026 |
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| Mml Investors Services | 101k | $4.8M | 3% | Mar 2026 |
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| BAM Wealth Management | 92k | $4.4M | -12% | Mar 2026 |
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| Capital Analysts | 92k | $4.4M | 1% | Mar 2026 |
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| Acorn Financial Advisory Services | 71k | $3.4M | -1% | Mar 2026 |
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| Change Path | 68k | $3.2M | -2% | Mar 2026 |
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| Harbour Investments | 67k | $3.2M | 44% | Mar 2026 |
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| Royal Bank of Canada | 52k | $2.5M | -10% | Mar 2026 |
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| Valtinson Bruner Financial Planning | 51k | $2.5M | -3% | Mar 2026 |
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| Family Wealth Group | 51k | $2.4M | 1% | Mar 2026 |
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| Branch Banking & Trust Company | 49k | $2.3M | -3% | Mar 2026 |
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| Janney Montgomery Scott | 47k | $2.3M | 3% | Mar 2026 |
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| SOA Wealth Advisors | 44k | $2.1M | -48% | Mar 2026 |
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| Cambridge Investment Research Advisors | 42k | $2.0M | -7% | Mar 2026 |
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| SMART Wealth | 39k | $1.8M | 9% | Mar 2026 |
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| Brookstone Capital Management | 38k | $1.8M | -1% | Mar 2026 |
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| Rockefeller Capital Management | 35k | $1.7M | -4% | Mar 2026 |
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| McKinley Carter Wealth Services | 32k | $1.5M | 0% | Mar 2026 |
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| Harvest Investment Services | 32k | $1.5M | -21% | Dec 2025 |
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| Insigneo Advisory Services | 32k | $1.5M | -14% | Mar 2026 |
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| Founders Financial Securities | 31k | $1.5M | 9% | Mar 2026 |
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| Reflection Asset Management | 28k | $1.4M | 100% | Dec 2025 |
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| Gallagher Fiduciary Advisors | 27k | $1.3M | -5% | Mar 2026 |
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| Captrust Financial Advisors | 27k | $1.3M | -5% | Dec 2025 |
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| Envestnet Portfolio Solutions | 26k | $1.2M | 16% | Mar 2026 |
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| VestGen Advisors | 25k | $1.3M | 309% | Mar 2026 |
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| Strategic Blueprint | 25k | $1.2M | 161% | Mar 2026 |
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| Susquehanna International | 25k | $1.2M | 100% | Dec 2025 |
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| Silver Oak Securities | 24k | $1.2M | 0% | Mar 2026 |
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| Integrity Financial Corp | 24k | $1.2M | 50% | Dec 2025 |
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| Keystone Wealth Services | 23k | $1.1M | 100% | Mar 2026 |
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| Signal Advisors Wealth | 23k | $1.1M | 9% | Mar 2026 |
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| Fragasso | 22k | $1.0M | 0% | Mar 2026 |
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| Pnc Financial Services | 20k | $968k | -1% | Mar 2026 |
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| Hanlon Investment Management | 19k | $907k | -8% | Mar 2026 |
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| AE Wealth Management | 19k | $890k | -1% | Mar 2026 |
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| Midwest Financial Network | 19k | $886k | -35% | Mar 2026 |
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| Steward Partners Investment Advisory | 17k | $826k | -1% | Mar 2026 |
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| Kestra Private Wealth Services | 17k | $816k | -3% | Mar 2026 |
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| Clear Creek Financial Management | 17k | $809k | 42% | Mar 2026 |
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| Ameritas Advisory Services | 17k | $785k | 5% | Mar 2026 |
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| Armis Advisers | 16k | $813k | 0% | Mar 2026 |
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| Eqis Capital Management | 16k | $751k | 0% | Mar 2026 |
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| RFG Advisory | 16k | $747k | 11% | Mar 2026 |
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| CoreCap Advisors | 16k | $746k | -1% | Mar 2026 |
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| Stephens | 15k | $735k | -9% | Mar 2026 |
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| Mutual Advisors | 15k | $714k | 0% | Mar 2026 |
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| Ashton Thomas Private Wealth | 15k | $694k | 3% | Mar 2026 |
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| We Are One Seven | 14k | $695k | 35% | Dec 2025 |
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| Blue Bell Private Wealth Management | 14k | $666k | 8% | Mar 2026 |
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| Resources Investment Advisors | 14k | $662k | 11% | Mar 2026 |
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| Tanglewood Legacy Advisors | 13k | $619k | 0% | Mar 2026 |
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| Schulz Wealth | 13k | $631k | 0% | Dec 2025 |
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| Octavia Wealth Advisors | 13k | $597k | 0% | Mar 2026 |
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| Fsb Premier Wealth Management | 12k | $581k | 0% | Mar 2026 |
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| Leigh Baldwin & Co | 12k | $578k | -4% | Mar 2026 |
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| World Equity Group | 12k | $577k | -6% | Mar 2026 |
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| Accel Wealth Management | 12k | $564k | -1% | Mar 2026 |
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| Foundations Investment Advisors | 12k | $553k | 6% | Mar 2026 |
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| Pitti Group Wealth Management | 11k | $539k | 0% | Mar 2026 |
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| Gts Securities | 11k | $549k | 100% | Dec 2025 |
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| Keating Financial Advisory Services | 11k | $524k | 100% | Mar 2026 |
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| IFP Advisors | 11k | $505k | -23% | Mar 2026 |
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| Goss Wealth Management | 11k | $504k | -1% | Mar 2026 |
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| Archer Investment Corp | 10k | $479k | 0% | Mar 2026 |
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| HighTower Advisors | 9.9k | $472k | -52% | Mar 2026 |
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| Integrity Alliance | 9.7k | $462k | -36% | Mar 2026 |
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| Geneos Wealth Management | 9.3k | $445k | 0% | Mar 2026 |
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| Kingswood Wealth Advisors | 9.2k | $440k | -1% | Mar 2026 |
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| TFB Advisors | 8.7k | $416k | -42% | Mar 2026 |
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| Concurrent Investment Advisors | 8.5k | $404k | 100% | Mar 2026 |
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| Park Avenue Securities | 8.3k | $395k | 2% | Mar 2026 |
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| Financial Life Planners | 8.2k | $393k | 0% | Mar 2026 |
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| Meridian Wealth Management | 8.0k | $381k | 0% | Mar 2026 |
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| Arkadios Wealth Advisors | 8.0k | $381k | 0% | Mar 2026 |
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| Arbor Capital Management | 7.7k | $376k | -8% | Mar 2026 |
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| Signature Estate and Investment Advisors | 7.6k | $364k | 0% | Mar 2026 |
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| DHJJ Financial Advisors | 7.5k | $359k | 0% | Mar 2026 |
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| United Capital Financial Advisers | 7.5k | $359k | 18% | Mar 2026 |
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| Private Advisor | 7.5k | $358k | -9% | Mar 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 | $356k | 0% | Mar 2026 |
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| Legacy Solutions | 7.5k | $356k | 0% | Mar 2026 |
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| Sowell Financial Services | 7.4k | $351k | -1% | Mar 2026 |
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| Gateway Wealth Partners | 7.2k | $345k | 100% | Mar 2026 |
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| Mariner Wealth Advisors | 7.0k | $331k | -5% | Mar 2026 |
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| Nbc Securities | 6.9k | $330k | -22% | Mar 2026 |
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| WealthTrust Asset Management | 6.8k | $326k | 50% | Mar 2026 |
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| Savvy Advisors | 6.8k | $326k | 8% | Mar 2026 |
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| CLS Investments | 6.7k | $322k | 18% | Mar 2026 |
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| Beacon Pointe Advisors | 6.7k | $330k | 0% | Dec 2025 |
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| Glen Eagle Advisors | 6.7k | $321k | 0% | Mar 2026 |
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| Prospera Financial Services | 6.6k | $312k | -1% | Mar 2026 |
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| Sanctuary Advisors | 6.5k | $310k | -11% | Mar 2026 |
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| First Heartland Consultants | 6.1k | $293k | 0% | Mar 2026 |
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| Kovack Advisors | 6.0k | $286k | 10% | Mar 2026 |
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| Ambassador Advisors | 5.5k | $261k | -9% | Mar 2026 |
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| Centaurus Financial | 5.5k | $260k | 0% | Mar 2026 |
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| Pacific Excel Wealth Advisors | 5.3k | $252k | 100% | Mar 2026 |
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| Wood Tarver Financial Group | 5.2k | $250k | 0% | Mar 2026 |
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| Share Andrew L. | 5.2k | $249k | 0% | Mar 2026 |
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| Financial Advisory Corp | 5.1k | $248k | 100% | Dec 2025 |
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| Fortress Private Ledger | 5.0k | $237k | 0% | Mar 2026 |
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| Mount Yale Investment Advisors | 4.9k | $234k | 0% | Mar 2026 |
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| Vestmark Advisory Solutions | 4.9k | $234k | 0% | Mar 2026 |
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| Cassady Wealth & Retirement Planning | 4.8k | $245k | 0% | Mar 2026 |
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| Beacon Financial Advisory | 4.8k | $229k | -13% | Mar 2026 |
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| Citizens Financial Group | 4.4k | $208k | 0% | Mar 2026 |
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| Money Concepts Capital Corp | 4.3k | $203k | 100% | Mar 2026 |
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| Sound Income Strategies | 4.0k | $190k | 0% | Mar 2026 |
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| Sunbelt Securities | 3.4k | $164k | 0% | Mar 2026 |
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| Farther Finance Advisors | 3.3k | $158k | -13% | Mar 2026 |
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| Summit Investment Advisors | 2.7k | $128k | 0% | Mar 2026 |
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| Bank Of Oklahoma National Association / | 2.1k | $101k | 0% | Mar 2026 |
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| Financial Network Wealth Advisors | 1.6k | $77k | -17% | Dec 2025 |
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| Evolution Wealth Management | 1.1k | $52k | 0% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 961.00 | $46k | 100% | Mar 2026 |
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| Noble Wealth Management PBC | 775.00 | $37k | -9% | Mar 2026 |
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| UBS Group | 651.00 | $31k | 191% | Mar 2026 |
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| Capital Investment Advisory Services | 629.00 | $30k | 0% | Mar 2026 |
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| Topsail Wealth Management | 500.00 | $24k | 0% | Mar 2026 |
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| Larson Financial Group | 492.00 | $24k | 0% | Dec 2025 |
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| Caitlin John | 404.00 | $19k | 0% | Mar 2026 |
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| Barclays | 331.00 | $16k | -89% | Dec 2025 |
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| O'shaughnessy Asset Management | 249.00 | $12k | -78% | Mar 2026 |
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| Tucker Asset Management | 237.00 | $12k | 0% | Dec 2025 |
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| Alerus Financial | 145.00 | $6.9k | 0% | Mar 2026 |
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| Wells Fargo & Company | 33.00 | $1.6k | 100% | Mar 2026 |
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Who sold out of First Trust Cvoe Us Equity Buffer?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Sigma Planning | Dec 2025 | 84k | $4.1M |
| Old Mission Capital | Sep 2025 | 44k | $2.1M |
| Oakmont Advisory Group | Dec 2025 | 17k | $822k |
| Options Solutions | Dec 2025 | 7.7k | $377k |
| J.w. Cole Advisors | Dec 2025 | 7.2k | $341k |
| Wealth Enhancement Advisory Services | Dec 2025 | 6.9k | $338k |
| Grantvest Financial Group | Dec 2025 | 4.5k | $218k |
| LifeWealth Investments | Dec 2025 | 4.2k | $204k |
| LVZ Advisors | Dec 2025 | 4.1k | $203k |
| Fifth Third Bancorp | Dec 2025 | 2.4k | $116k |
| Jpmorgan Chase & Co | Sep 2025 | 2.1k | $98k |
| Winnow Wealth | Dec 2025 | 292.00 | $14k |
| Morgan Stanley | Dec 2025 | 174.00 | $8.5k |