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.
| 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 |
| 2024 Q3 | REDUCED | 25,845 | -4,916 | -16.0% | 0.02% | $647K | $25.04 |
| 2024 Q2 | REDUCED | 30,761 | -2,497 | -7.5% | 0.02% | $748K | $24.32 |
| 2024 Q1 | ADDED | 33,258 | +3,562 | +12.0% | 0.03% | $785K | $23.59 |
| 2023 Q4 | REDUCED | 29,696 | -6,089 | -17.0% | 0.02% | $670K | $22.70 |
| 2023 Q3 | REDUCED | 35,785 | -350 | -1.0% | 0.04% | $760K | $21.25 |
| 2023 Q2 | INITIATED | 36,135 | — | — | 0.04% | $778K | $21.54 |
As of 2025 Q4 — sorted by position size