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First Trust Cvoe Us Equity Buffer shares owned by Schulz Wealth

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

Historical chart of Schulz Wealth 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 Schulz Wealth 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 Schulz Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $612k 13k 47.51
2025-06-30 $576k 13k 44.77
2025-03-31 $534k 13k 41.50
2024-12-31 $549k 13k 42.63
2024-09-30 $543k 13k 42.26
2024-06-30 $533k 13k 41.54
2024-03-31 $521k 13k 40.57
2023-12-31 $525k 14k 38.89

More positions owned by Schulz Wealth

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)
Dimensional Etf Trust Core Fixed Incom (DFCF)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG)
Vanguard Scottsdale Fds Short Term Treas (VGSH)

View all positions for Schulz Wealth

Top funds holding First Trust Cvoe Us Equity Buffer

Envestnet Asset Management
Raymond James Financial
Cetera Investment Advisers
Bleakley Financial Group
Assetmark
Advisor Group Holdings
LPL Financial
Commonwealth Equity Services
CWM
Capital Analysts
SOA Wealth Advisors
Kestra Advisory Services
REAP Financial Group
Valtinson Bruner Financial Planning
Acorn Financial Advisory Services

View all funds holding First Trust Cvoe Us Equity Buffer