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First Trust Cvoe Us Equity Buffer shares owned by Concurrent Investment Advisors

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

Historical chart of Concurrent Investment Advisors 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 Concurrent Investment Advisors 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 Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $404k 8.5k 47.68

More positions owned by Concurrent Investment Advisors

Apple Put Option (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation Call Option (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust State Street Spd (BIL)
First Tr Exchange-traded First Tr Enh New (FTSM)
Amazon (AMZN)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)
Broadcom (AVGO)
Wal-Mart Stores (WMT)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Concurrent Investment Advisors

Top funds holding First Trust Cvoe Us Equity Buffer

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

View all funds holding First Trust Cvoe Us Equity Buffer