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First Trust Cvoe Us Equity Buffer shares owned by BFC Planning

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

Historical chart of BFC Planning 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 BFC Planning 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 BFC Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $213k 4.1k 52.29
2026-03-31 $194k 4.1k 47.68
2025-12-31 $199k 4.1k 48.99
2025-09-30 $68k 1.4k 47.51
2025-06-30 $64k 1.4k 44.77
2025-03-31 $59k 1.4k 41.50
2024-12-31 $61k 1.4k 42.63

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Spdr Series Trust ST STR PR SP1500 (SPTM)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)

View all positions for BFC Planning

Top funds holding First Trust Cvoe Us Equity Buffer

Envestnet Asset Management
Raymond James Financial
Assetmark
Bleakley Financial Group
Advisor Group Holdings
Cetera Investment Advisers
LPL Financial
REAP Financial Group
Commonwealth Equity Services
Mml Investors Services
Capital Analysts
Kestra Advisory Services
Acorn Financial Advisory Services
Harbour Investments
Valtinson Bruner Financial Planning

View all funds holding First Trust Cvoe Us Equity Buffer