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First Trust Cvoe Us Equity Buffer shares owned by Feltz Wealth PLAN

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

Historical chart of Feltz Wealth PLAN investment in First Trust Cvoe Us Equity Buffer

Jan 2022Jul 2022Jan 2023Jul 2023Jan 2024Jul 2024Jan 20251M2M3M4M20k40k60k80k
Value ($)Share countHistorical FOCT position of Feltz Wealth PLAN Source: stockzoa.comValue ($)Share count

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All positions including First Trust Cvoe Us Equity Buffer held by Feltz Wealth PLAN 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 Feltz Wealth PLAN

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.8M 90k 42.63
2021-12-31 $804k 23k 34.80
2021-09-30 $842k 24k 35.22

More positions owned by Feltz Wealth PLAN

Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Ishares Tr Core Div Grwth (DGRO)
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Vanguard Index Fds Total Stk Mkt (VTI)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Costco Wholesale Corporation (COST)
NVIDIA Corporation (NVDA)

View all positions for Feltz Wealth PLAN

Top funds holding First Trust Cvoe Us Equity Buffer

Envestnet Asset Management
Raymond James Financial
Cetera Investment Advisers
Bleakley Financial Group
CWM
Change Path
Commonwealth Equity Services
WealthPlan Investment Management
McCarthy & Cox
Raymond James Financial Services Advisors
Armis Advisers
Assetmark
REAP Financial Group
Advisor Group Holdings
Kestra Advisory Services

View all funds holding First Trust Cvoe Us Equity Buffer