Financial Network Wealth Advisors LLC BUFT — FIRST TR EXCHNG TRADED FD VI

Ownership history in Financial Network Wealth Advisors LLC  ·  9 quarters on record

AI Ownership Summary

Financial Network Wealth Advisors LLC reported FIRST TR EXCHNG TRADED FD VI (BUFT) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.33% in 2025 Q1. The latest visible filing shows BUFT at 1.14% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BUFT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Financial Network Wealth Advisors LLC's position in FIRST TR EXCHNG TRADED FD VI, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BUFT was reported at 1.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.33% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BUFT stock page Financial Network Wealth Advisors LLC fund profile Financial Network Wealth Advisors LLC full holdings
How Financial Network Wealth Advisors LLC held BUFT — position size vs. price
% of Fund (quarterly)    BUFT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 44,664 -390 -0.9% 1.14% $1.1M 2026-02-14 (Est.) $24.72
2025 Q3 UNCHANGED — — — 45,054 — 0% 1.19% $1.1M 2025-10-27 $24.29
2025 Q2 REDUCED — — — 45,054 -24 -0.1% 1.29% $1.1M 2025-08-14 $23.94
2025 Q1 ADDED — — — 45,078 +26,678 +145.0% 1.33% $1.0M 2025-05-13 $23.01
2024 Q4 REDUCED 68.5% +0.1% ❌ 18,400 -39,979 -68.5% 0.77% $413K 2025-02-14 $22.80
2024 Q3 REDUCED — — — 58,379 -2,901 -4.7% 1.07% $1.3M 2024-11-15 $22.36
2024 Q2 ADDED — — — 61,280 +5,494 +9.8% 1.00% $1.3M 2024-08-14 $21.93
2024 Q1 ADDED — — — 55,786 +5,145 +10.2% 1.19% $1.2M 2024-05-14 $21.55
2023 Q4 INITIATED — — — 50,641 — — 1.12% $1.1M 2024-02-14 $21.12

🏢 Other funds also holding BUFT

As of 2026 Q1 — sorted by position size

Centennial Wealth Advisory LLC 3Y 3.97% Financial Guidance Group, Inc. 3Y 0.4% SageGuard Financial Group, LLC 0.37% Marshall Financial Group, LLC 3Y 0.23% Quad-Cities Investment Group, LLC 3Y 7Y 0.15% Avior Wealth Management, LLC 3Y 7Y 0.02% DHJJ Financial Advisors, Ltd. 3Y 0.02% Clear Creek Financial Management, LLC 3Y 0.02% Nova Wealth Management, Inc. 0.01% IFP Advisors, Inc 3Y 7Y 0.0%

FAQ About Financial Network Wealth Advisors LLC and BUFT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Financial Network Wealth Advisors LLC reported owning BUFT?

Financial Network Wealth Advisors LLC reported BUFT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported BUFT position in Financial Network Wealth Advisors LLC's portfolio?

The largest reported portfolio weight for BUFT was 1.33% in 2025 Q1.

What is the latest reported BUFT position on this page?

The most recent filing on this page is 2025 Q4, when Financial Network Wealth Advisors LLC reported 44,664 shares, equal to 1.14% of portfolio, with an estimated market value of $1.1M.

What does the chart on this BUFT ownership page compare?

The chart compares Financial Network Wealth Advisors LLC's quarterly BUFT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Financial Network Wealth Advisors LLC time their BUFT position?

Based on 13F filing dates vs. subsequent BUFT price moves, Financial Network Wealth Advisors LLC correctly timed 4 out of 7 reported position changes (57%).

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