FIRST TR EXCHNG TRADED FD VI

Ticker: BUFR CUSIP: 33740F755 Class: FT VEST LADDERED

Heritage Wealth Management, Inc.'s Holding History (CIK: 0001944755)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 37,980 Value ($000) $1,301 Avg Close Range
Q3 2025
Shares 37,300 Value ($000) $1,247 Avg Close Range
Q2 2025
Shares 34,435 Value ($000) $1,095 Avg Close Range
Q1 2025
Shares 37,096 Value ($000) $1,101 Avg Close Range
Q4 2024
Shares 35,219 Value ($000) $1,073 Avg Close Range
Q3 2024
Shares 33,014 Value ($000) $987 Avg Close Range
Q2 2024
Shares 32,785 Value ($000) $955 Avg Close Range