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First Trust Cvoe Us Equity Buffer shares owned by Mount Yale Investment Advisors

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

Historical chart of Mount Yale Investment 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 Mount Yale Investment 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 Mount Yale Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $240k 4.9k 48.99
2025-09-30 $233k 4.9k 47.51

More positions owned by Mount Yale Investment Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Gold Tr Gold Shs (GLD)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Enterprise Products Partners (EPD)
Exxon Mobil Corporation (XOM)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core Msci Eafe (IEFA)
Comcast Corp Cl A (CMCSA)
Broadcom (AVGO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds Mid Cap Etf (VO)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Mount Yale Investment 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