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First Trust Cvoe Us Equity Buffer shares owned by LPL Financial

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

Historical chart of LPL Financial 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 LPL Financial 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 LPL Financial

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.2M 54k 41.54
2024-03-31 $2.3M 56k 40.57
2023-09-30 $881k 24k 36.53
2023-06-30 $342k 9.1k 37.74
2023-03-31 $275k 7.9k 35.05
2022-12-31 $237k 7.2k 33.01

More positions owned by LPL Financial

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Amazon (AMZN)

View all positions for LPL Financial

Top funds holding First Trust Cvoe Us Equity Buffer

Envestnet Asset Management
Cetera Investment Advisers
McCarthy & Cox
Raymond James Financial Services Advisors
Prospera Financial Services
Commonwealth Equity Services
SOA Wealth Advisors
CWM
Valtinson Bruner Financial Planning
Raymond James & Associates
Assetmark
ERn Financial
Kestra Advisory Services
Royal Bank of Canada
LPL Financial

View all funds holding First Trust Cvoe Us Equity Buffer