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Tanglewood Legacy Advisors »

First Trust Cvoe Us Equity Buffer shares owned by Tanglewood Legacy Advisors

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

Historical chart of Tanglewood Legacy 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 Tanglewood Legacy 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 Tanglewood Legacy Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$748k	18k	40.57
2023-12-31	$717k	18k	38.89
2023-09-30	$673k	18k	36.53
2023-06-30	$695k	18k	37.74
2023-03-31	$646k	18k	35.05
2022-12-31	$608k	18k	33.01

More positions owned by Tanglewood Legacy Advisors

Ishares Core MF Closed and MF Open (IUSV)

Ishares S&p MF Closed and MF Open (IUSG)

First Trust MF Closed and MF Open (DMAY)

First Trust MF Closed and MF Open (FMAY)

Ishares Russell MF Closed and MF Open (IWR)

Ishares Russell MF Closed and MF Open (IWF)

Ishares Russell MF Closed and MF Open (IWD)

First Trust MF Closed and MF Open (FAPR)

First Trust MF Closed and MF Open (DAPR)

SPDR S&P MF Closed and MF Open (SPY)

Sm Energy Common Stock (SM)

Ishares Msci MF Closed and MF Open (USMV)

First Trust MF Closed and MF Open (DNOV)

Apple Common Stock (AAPL)

Invesco Qqq MF Closed and MF Open (QQQ)

View all positions for Tanglewood Legacy 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

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