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 |
|---|---|---|---|---|---|
| Americana Partners | 430k | $17M | 100% | Dec 2023 |
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| Financial Designs Corp | 301k | $12M | 0% | Mar 2024 |
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| Commonwealth Equity Services | 295k | $12M | 17% | Dec 2023 |
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| CWM | 251k | $10M | -18% | Mar 2024 |
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| Advisor Group Holdings | 241k | $9.4M | 83% | Dec 2023 |
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| Prospera Financial Services | 122k | $4.8M | 100% | Dec 2023 |
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| Raymond James Financial Services Advisors | 122k | $4.8M | 11% | Dec 2023 |
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| Royal Bank of Canada | 103k | $4.0M | 29% | Dec 2023 |
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| ERn Financial | 103k | $4.2M | 2% | Mar 2024 |
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| Raymond James & Associates | 99k | $3.8M | 287% | Dec 2023 |
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| SOA Wealth Advisors | 90k | $3.7M | -1% | Mar 2024 |
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| Janney Montgomery Scott | 90k | $3.5M | 100% | Dec 2023 |
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| Valtinson Bruner Financial Planning | 82k | $3.2M | -1% | Dec 2023 |
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| AE Wealth Management | 65k | $2.6M | -32% | Dec 2023 |
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| Branch Banking & Trust Company | 51k | $2.0M | -5% | Dec 2023 |
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| Kestra Advisory Services | 43k | $1.7M | 179% | Dec 2023 |
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| Harbour Investments | 41k | $1.6M | 6% | Dec 2023 |
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| Fragasso | 39k | $1.6M | 0% | Mar 2024 |
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| Cambridge Investment Research Advisors | 38k | $1.5M | -18% | Dec 2023 |
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| Wolff Wiese Magana | 37k | $1.5M | -1% | Mar 2024 |
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| McKinley Carter Wealth Services | 35k | $1.4M | -5% | Dec 2023 |
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| Fsb Premier Wealth Management | 30k | $1.2M | -7% | Dec 2023 |
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| Brookstone Capital Management | 29k | $1.2M | 0% | Mar 2024 |
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| Kestra Private Wealth Services | 25k | $955k | 18% | Dec 2023 |
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| Capital Analysts | 23k | $901k | 1635% | Dec 2023 |
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| Rockefeller Capital Management | 23k | $890k | -53% | Dec 2023 |
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| Captrust Financial Advisors | 22k | $859k | 212% | Dec 2023 |
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| Strategic Blueprint | 22k | $851k | 100% | Dec 2023 |
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| Jpmorgan Chase & Co | 21k | $805k | 64% | Dec 2023 |
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| Tanglewood Legacy Advisors | 18k | $748k | 0% | Mar 2024 |
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| Integrity Financial Corp | 18k | $679k | 133% | Dec 2023 |
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| SeaCrest Wealth Management | 17k | $705k | 0% | Mar 2024 |
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| Steward Partners Investment Advisory | 17k | $667k | 222% | Dec 2023 |
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| We Are One Seven | 17k | $648k | 3% | Dec 2023 |
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| H D Vest Advisory Services | 15k | $586k | 6% | Dec 2023 |
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| Meridian Wealth Management | 15k | $582k | 100% | Dec 2023 |
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| Beacon Financial | 15k | $563k | 100% | Dec 2023 |
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| Goldman Sachs Group | 14k | $536k | 100% | Dec 2023 |
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| Pitti Group Wealth Management | 13k | $499k | -6% | Dec 2023 |
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| Schulz Wealth | 13k | $521k | -5% | Mar 2024 |
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| IFP Advisors | 12k | $484k | -3% | Dec 2023 |
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| Townsquare Capital | 12k | $457k | -3% | Dec 2023 |
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| Sage Capital Advisors | 12k | $474k | 100% | Mar 2024 |
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| Octavia Wealth Advisors | 11k | $448k | 0% | Mar 2024 |
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| Ifrah Financial Services | 10k | $398k | 100% | Dec 2023 |
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| Keystone Wealth Services | 10k | $411k | 0% | Mar 2024 |
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| Archer Investment Corp | 9.8k | $381k | 0% | Dec 2023 |
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| Nbc Securities | 9.8k | $395k | -2% | Mar 2024 |
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| Mariner Wealth Advisors | 9.5k | $368k | -1% | Dec 2023 |
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| Gallagher Fiduciary Advisors | 8.7k | $339k | 0% | Dec 2023 |
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| Family Wealth Group | 8.4k | $327k | 100% | Dec 2023 |
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| Hrt Financial | 8.4k | $325k | 100% | Dec 2023 |
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| J.w. Cole Advisors | 8.2k | $320k | 0% | Dec 2023 |
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| Blue Bell Private Wealth Management | 7.7k | $300k | 0% | Dec 2023 |
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| First Heartland Consultants | 7.6k | $294k | -58% | Dec 2023 |
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| Cedar Brook Financial Partners | 7.4k | $298k | -29% | Mar 2024 |
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| DHJJ Financial Advisors | 7.0k | $285k | 0% | Mar 2024 |
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| WealthTrust Asset Management | 6.9k | $269k | -10% | Dec 2023 |
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| National Asset Management | 6.5k | $253k | 100% | Dec 2023 |
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| Share Andrew L. | 6.2k | $242k | 0% | Dec 2023 |
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| Thoroughbred Financial Services | 6.2k | $242k | 0% | Dec 2023 |
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| Kingswood Wealth Advisors | 5.8k | $237k | 3% | Mar 2024 |
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| Beacon Financial Advisory | 5.5k | $214k | 100% | Dec 2023 |
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| Savvy Advisors | 5.3k | $208k | 100% | Dec 2023 |
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| CoreCap Advisors | 5.2k | $202k | 100% | Dec 2023 |
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| Orion Portfolio Solutions | 5.2k | $201k | -9% | Dec 2023 |
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| Sunbelt Securities | 2.7k | $111k | -36% | Mar 2024 |
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| Proequities | 2.7k | $106M | 56% | Dec 2023 |
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| UBS Group | 2.4k | $95k | 100% | Dec 2023 |
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| Summit Investment Advisors | 2.0k | $76k | 22% | Dec 2023 |
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| Larson Financial Group | 1.9k | $72k | 0% | Dec 2023 |
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| Bank of America Corporation | 746.00 | $29k | 0% | Dec 2023 |
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| Capital Investment Advisory Services | 630.00 | $25k | 0% | Dec 2023 |
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| Wells Fargo & Company | 600.00 | $23k | 100% | Dec 2023 |
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| Tucker Asset Management | 237.00 | $9.2k | 0% | Dec 2023 |
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| EPG Wealth Management | 137.00 | $5.4k | 0% | Dec 2023 |
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| Coppell Advisory Solutions | 100.00 | $3.9k | 100% | Dec 2023 |
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Who sold out of First Trust Cvoe Us Equity Buffer?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Ameritas Advisory Services | Sep 2023 | 17k | $609k |
| Axxcess Wealth Management | Sep 2023 | 8.8k | $323k |