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First Trust Cvoe Us Equity Buffer shares owned by United Capital Financial Advisers

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

Historical chart of United Capital Financial Advisers 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 United Capital Financial Advisers 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 United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2025-09-30 $278k 5.8k 47.51
2025-06-30 $262k 5.8k 44.77
2025-03-31 $243k 5.8k 41.50
2024-12-31 $231k 5.4k 42.63

More positions owned by United Capital Financial Advisers

Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Apple Common Stock (AAPL)
Repligen Corp Common Stock (RGEN)
Microsoft Corp Common Stock (MSFT)
Nvidia Corp Common Stock (NVDA)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Vanguard Interm-term Bond Etf Exchange Traded Fund (BIV)
Vanguard Value Etf Exchange Traded Fund (VTV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares Core Msci Emerging Markets Etf Exchange Traded Fund (IEMG)
Alphabet Inc Class A Common Stock (GOOGL)
Ishares Core Universal Usd Bond Etf Exchange Traded Fund (IUSB)
Ishares Us Treasury Bond Etf Exchange Traded Fund (GOVT)

View all positions for United Capital Financial Advisers

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