BUFD — FIRST TR EXCHNG TRADED FD VI

Ownership history in Dynamic Advisor Solutions LLC  ·  10 quarters on record

This page tracks every 13F SEC filing in which Dynamic Advisor Solutions LLC reported a position in FIRST TR EXCHNG TRADED FD VI (BUFD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.04% (2023 Q2)
Avg. % of fund
0.02%
First filed
2023 Q2
Last filed
2025 Q3
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 14,856 -1,905 -11.4% 0.01% $411K $27.64
2025 Q2 REDUCED 16,761 -3,430 -17.0% 0.01% $445K $26.56
2025 Q1 REDUCED 20,191 -5,577 -21.6% 0.02% $504K $24.95
2024 Q4 REDUCED 25,768 -77 -0.3% 0.03% $658K $25.52
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    BUFD price (monthly, adj. close)

Other funds also holding BUFD

As of 2025 Q4 — sorted by position size

Centennial Wealth Advisory LLC 3Y 13.87% FISCHER INVESTMENT STRATEGIES, LLC 10.06% Legacy Financial Group LLC 3Y 6.97% GW HENSSLER & ASSOCIATES LTD 3Y 7Y 5.42% IMG Wealth Management, Inc. 5.3% Santori & Peters, Inc. 3Y 7Y 3.57% Legacy Wealth Managment, LLC/ID 3.25% MILESTONE ASSET MANAGEMENT, LLC 3Y 2.38% Coppell Advisory Solutions LLC 3Y 2.37% Wealth Watch Advisors, INC 1.36%
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