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First Trust Cvoe Us Equity Buffer shares owned by WealthPlan Investment Management

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

Historical chart of WealthPlan Investment Management investment in First Trust Cvoe Us Equity Buffer

23:59:59.999Dec 30, 202423:59:59.999500:00:00Dec 31, 202400:00:00.000500:00:00.0016.669249M6.6692495M6.66925M6.6692505M6.669251M156.444k156.4445k156.445k156.4455k156.446k
Value ($)Share countHistorical FOCT position of WealthPlan Investment Management Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including First Trust Cvoe Us Equity Buffer held by WealthPlan Investment Management 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 WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $6.7M 156k 42.63

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View all positions for WealthPlan Investment Management

Top funds holding First Trust Cvoe Us Equity Buffer

Envestnet Asset Management
Raymond James Financial
Cetera Investment Advisers
Bleakley Financial Group
CWM
Change Path
Commonwealth Equity Services
WealthPlan Investment Management
McCarthy & Cox
Raymond James Financial Services Advisors
Armis Advisers
Assetmark
REAP Financial Group
Advisor Group Holdings
Kestra Advisory Services

View all funds holding First Trust Cvoe Us Equity Buffer