Ownership history in Echo Wealth Management, LLC · 14 quarters on record
This page tracks every 13F SEC filing in which Echo Wealth Management, 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 Q4 | REDUCED | 49,532 | -575 | -1.1% | 0.82% | $1.4M | $28.24 |
| 2025 Q3 | REDUCED | 50,107 | -4,478 | -8.2% | 0.81% | $1.4M | $27.64 |
| 2025 Q2 | ADDED | 54,585 | +5,048 | +10.2% | 0.89% | $1.4M | $26.56 |
| 2025 Q1 | ADDED | 49,537 | +29,948 | +152.9% | 0.84% | $1.2M | $24.95 |
| 2024 Q4 | ADDED | 19,589 | +6,859 | +53.9% | 0.35% | $500K | $25.52 |
| 2024 Q3 | ADDED | 12,730 | +4 | +0.0% | 0.22% | $320K | $25.04 |
| 2024 Q2 | ADDED | 12,726 | +457 | +3.7% | 0.23% | $309K | $24.32 |
| 2024 Q1 | ADDED | 12,269 | +427 | +3.6% | 0.24% | $289K | $23.59 |
| 2023 Q4 | ADDED | 11,842 | +1,042 | +9.6% | 0.25% | $269K | $22.70 |
| 2023 Q3 | REDUCED | 10,800 | -685 | -6.0% | 0.25% | $230K | $21.25 |
As of 2025 Q4 — sorted by position size