Kingswood Wealth Advisors »

First Trust Cvoe Us Equity Buffer shares owned by Kingswood Wealth Advisors

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

Historical chart of Kingswood Wealth 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 Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Trust Cvoe Us Equity Buffer by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $237k 5.8k 40.57
2023-12-31 $221k 5.7k 38.89

More positions owned by Kingswood Wealth Advisors

Apple Common Stock (AAPL)
Microsoft Corporation Common Stock (MSFT)
Nvidia Corporation Common Stock (NVDA)
Amazon.com Common Stock (AMZN)
Spdr S&p 500 Exchange Traded Fund Exchange Traded Fund (SPY)
Grayscale Bitcoin Exchange Traded Fund Exchange Traded Fund (GBTC)
Meta Platforms Common Stock (META)
Alphabet Incorporated Cap Stk Class C Common Stock (GOOG)
Invesco Qqq Tr Exchange Traded Fund (QQQ)
Alphabet Incorporated Cap Stk Class A Common Stock (GOOGL)
Ishares Core S&p 500 Exchange Traded Fund (IVV)
Microstrategy Common Stock (MSTR)
2x Bitcoin Strategy Exchange Traded Fund Exchange Traded Fund (BITX)
Unitedhealth Grp Common Stock (UNH)
Visa Common Stock (V)

View all positions for Kingswood Wealth Advisors

Top funds holding First Trust Cvoe Us Equity Buffer

Americana Partners
Financial Designs Corp
Commonwealth Equity Services
CWM
Advisor Group Holdings
McCarthy & Cox
Raymond James Financial Services Advisors
Prospera Financial Services
Royal Bank of Canada
ERn Financial
SOA Wealth Advisors
Janney Montgomery Scott
Raymond James & Associates
Valtinson Bruner Financial Planning
AE Wealth Management

View all funds holding First Trust Cvoe Us Equity Buffer