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First Trust Cvoe Us Equity Buffer shares owned by Envestnet Portfolio Solutions

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

Historical chart of Envestnet Portfolio Solutions 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 Envestnet Portfolio Solutions 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 Envestnet Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $683k 14k 47.51
2025-06-30 $524k 12k 44.77
2024-12-31 $418k 9.8k 42.63
2024-06-30 $214k 5.2k 41.54

More positions owned by Envestnet Portfolio Solutions

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Trust For Professional Man Activepassive Us (APUE)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Trust For Professional Man Activepassive Cr (APCB)
Trust For Professional Man Activepassive Eq (APIE)

View all positions for Envestnet Portfolio Solutions

Top funds holding First Trust Cvoe Us Equity Buffer

Envestnet Asset Management
Raymond James Financial
Cetera Investment Advisers
Bleakley Financial Group
Assetmark
Advisor Group Holdings
LPL Financial
Commonwealth Equity Services
CWM
Capital Analysts
SOA Wealth Advisors
Kestra Advisory Services
REAP Financial Group
Valtinson Bruner Financial Planning
Acorn Financial Advisory Services

View all funds holding First Trust Cvoe Us Equity Buffer