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First Trust Cvoe Us Equity Buffer shares owned by Beacon Financial

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

Historical chart of Beacon Financial 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 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

Quarter filed Position value Share count Share price at filing
2023-12-31 $563k 15k 38.89
2021-09-30 $497k 14k 34.41
2021-06-30 $491k 14k 33.99
2021-03-31 $2.1M 66k 31.81
2020-12-31 $2.1M 66k 31.81

More positions owned by Beacon Financial

Wisdomtree Tr Us Qtly Div Grt (DGRW)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr TRS FLT RT BD (TFLO)
First Tr Value Line Divid In SHS (FVD)
First Tr Morningstar Divid L SHS (FDL)
Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Fltg Rate Nt Etf (FLOT)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)
Vanguard Specialized Funds Div App Etf (VIG)
Exxon Mobil Corporation (XOM)
Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr Ser Tr Portfoli S&p1500 (SPTM)

View all positions for Beacon Financial

Top funds holding First Trust Cvoe Us Equity Buffer

Americana Partners
Financial Designs Corp
Commonwealth Equity Services
CWM
Advisor Group Holdings
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
Branch Banking & Trust Company

View all funds holding First Trust Cvoe Us Equity Buffer