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 (BUFR). 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 | 26,491 | -2,034 | -7.1% | 0.53% | $908K | $34.26 |
| 2025 Q3 | ADDED | 28,525 | +4,666 | +19.6% | 0.56% | $953K | $33.42 |
| 2025 Q2 | ADDED | 23,859 | +11,428 | +91.9% | 0.46% | $759K | $31.80 |
| 2025 Q1 | ADDED | 12,431 | +1,215 | +10.8% | 0.25% | $369K | $29.69 |
| 2024 Q4 | ADDED | 11,216 | +3,316 | +42.0% | 0.24% | $342K | $30.47 |
| 2024 Q3 | REDUCED | 7,900 | -1,747 | -18.1% | 0.17% | $237K | $29.89 |
| 2024 Q2 | ADDED | 9,647 | +964 | +11.1% | 0.21% | $279K | $28.92 |
| 2024 Q1 | REDUCED | 8,683 | -115 | -1.3% | 0.20% | $243K | $27.96 |
| 2023 Q4 | REDUCED | 8,798 | -2,460 | -21.9% | 0.22% | $234K | $26.57 |
| 2023 Q3 | ADDED | 11,258 | +1,029 | +10.1% | 0.30% | $276K | $24.49 |
As of 2025 Q4 — sorted by position size