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First Trust Cvoe Us Equity Buffer shares owned by Beacon Financial Advisory

Quarter-by-quarter ownership of First Trust Cvoe Us Equity Buffer (FOCT) shares owned by Beacon Financial Advisory from 13F filings

Historical chart of Beacon Financial Advisory investment in First Trust Cvoe Us Equity Buffer

Tip: Access up to 7 years of quarterly data

All positions including First Trust Cvoe Us Equity Buffer held by Beacon Financial Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust Cvoe Us Equity Buffer by Beacon Financial Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $223k 5.5k 40.57
2023-12-31 $214k 5.5k 38.89
2023-06-30 $226k 6.0k 37.74
2023-03-31 $210k 6.0k 35.05

More positions owned by Beacon Financial Advisory

J P Morgan Exchange Traded F Equity Premium (JEPI)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
First Tr Value Line Divid In SHS (FVD)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
NVIDIA Corporation (NVDA)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Ishares Tr Modert Alloc Etf (AOM)
Visa Com Cl A (V)

View all positions for Beacon Financial Advisory

Top funds holding First Trust Cvoe Us Equity Buffer

Americana Partners
Financial Designs Corp
Commonwealth Equity Services
CWM
Advisor Group Holdings
McCarthy & Cox
Raymond James Financial Services Advisors
Prospera Financial Services
Royal Bank of Canada
ERn Financial
SOA Wealth Advisors
Janney Montgomery Scott
Raymond James & Associates
Valtinson Bruner Financial Planning
AE Wealth Management

View all funds holding First Trust Cvoe Us Equity Buffer