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Cassady Wealth & Retirement Planning »

First Trust Cvoe Us Equity Buffer shares owned by Cassady Wealth & Retirement Planning

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

Historical chart of Cassady Wealth & Retirement 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 Cassady Wealth & Retirement 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 Cassady Wealth & Retirement Planning

Quarter filed	Position value	Share count	Share price at filing
2025-12-31	$236k	4.8k	48.99

More positions owned by Cassady Wealth & Retirement Planning

Ishares Tr 0-3 Mnth Treasry (SGOV)

Capital Group Dividend Value Shs Creation Uni (CGDV)

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)

Vanguard Bd Index Fds Total Bnd Mrkt (BND)

Legg Mason Etf Invt Franklin Intl Lw (LVHI)

Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)

Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)

Schwab Strategic Tr Us Lcap Va Etf (SCHV)

Amplify Etf Tr Cwp Enhanced Div (DIVO)

Capital Group Core Balanced SHS (CGBL)

Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)

Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)

Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)

View all positions for Cassady Wealth & Retirement Planning

Top funds holding First Trust Cvoe Us Equity Buffer

Envestnet Asset Management

Raymond James Financial

Cetera Investment Advisers

Assetmark

LPL Financial

Bleakley Financial Group

Advisor Group Holdings

Commonwealth Equity Services

Atria Investments

REAP Financial Group

CWM

BAM Wealth Management

Mml Investors Services

Kestra Advisory Services

Capital Analysts

View all funds holding First Trust Cvoe Us Equity Buffer

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