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First Trust Cvoe Us Equity Buffer shares owned by Cape Investment Advisory

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

Historical chart of Cape Investment 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 Cape Investment 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 Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2026-06-30 $15k 290 52.29

More positions owned by Cape Investment Advisory

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Amazon (AMZN)
Apple (AAPL)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)

View all positions for Cape Investment Advisory

Top funds holding First Trust Cvoe Us Equity Buffer

Envestnet Asset Management
Raymond James Financial
Cetera Investment Advisers
Assetmark
Bleakley Financial Group
LPL Financial
Advisor Group Holdings
REAP Financial Group
Commonwealth Equity Services
Mml Investors Services
CWM
BAM Wealth Management
Capital Analysts
Kestra Advisory Services
Acorn Financial Advisory Services

View all funds holding First Trust Cvoe Us Equity Buffer