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First Trust Cvoe Us Equity Buffer shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial 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 Captrust Financial 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $859k 22k 38.89
2023-09-30 $259k 7.1k 36.53
2023-06-30 $268k 7.1k 37.74
2023-03-31 $249k 7.1k 35.05

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard S&p 500 Etf Etf (VOO)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Technology Select Sector Spdr Fund Etf (XLK)
Amazon Stock (AMZN)
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)

View all positions for Captrust Financial 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