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First Trust Cvoe Us Equity Buffer shares owned by Lion Street Advisors

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

Historical chart of Lion Street 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 Lion Street 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 Lion Street Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $774k 22k 35.04
2023-06-30 $774k 22k 35.04
2023-03-31 $905k 26k 35.05

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View all positions for Lion Street Advisors

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