BUFT β€” FIRST TR EXCHNG TRADED FD VI

Ownership history in Legacy Wealth Managment, LLC/ID  Β·  6 quarters on record

This page tracks every 13F SEC filing in which Legacy Wealth Managment, LLC/ID reported a position in FIRST TR EXCHNG TRADED FD VI (BUFT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
2.31% (2025 Q4)
πŸ“Š Avg. % of fund
1.02%
πŸ“… First filed
2024 Q3
πŸ“… Last filed
2025 Q4
⏱ Quarters held
6

Position Intelligence

Legacy Wealth Managment, LLC/ID Γ— BUFT AI Analytics

πŸ“‰ Legacy Wealth Managment, LLC/ID underperformed the S&P 500 by –7.2% annually on this BUFT position. Timing score: 100% (5/5 decisions correct). Average cost basis: $23.80. Maximum drawdown during holding period: –0.0%.

πŸ“ˆ Position Alpha vs SPY
-7.2%
annualised excess return

❌ Significantly underperformed the S&P 500 by 7.2% ann.
5 quarters analyzed

⏱️ Timing Score
100%

🎯 Smart timing β€” consistently buying dips and trimming near peaks.
5 of 5 add/trim decisions correct

πŸ’° Entry Quality
$23.80
+3.4% vs current ($24.60)

Best entry: $22.11 (2024 Q3)  Β·  Worst: $24.60 (2025 Q4)

πŸ›‘οΈ Drawdown Resilience
–0.0%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
100%
buy-side decisions

6 adds Β· 0 trims. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ Legacy Wealth Managment, LLC/ID has been actively increasing its BUFT allocation β€” a bullish signal from insiders.
Currently 2.31% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    BUFT price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 196,128 +113,242 +136.6% 2.31% $4.8M $24.60
2025 Q3 ADDED 82,886 +2,856 +3.6% 0.91% $2.0M $24.16
2025 Q2 ADDED 80,030 +23,057 +40.5% 0.98% $1.9M $23.56
2025 Q1 ADDED 56,973 +9,405 +19.8% 0.90% $1.3M $22.45
2024 Q4 ADDED 47,568 +23,643 +98.8% 0.69% $1.1M $22.43
2024 Q3 INITIATED 23,925 β€” β€” 0.31% $535K $22.11

🏒 Other funds also holding BUFT

As of 2025 Q4 β€” sorted by position size

Centennial Wealth Advisory LLC 3Y 4.35% Glen Eagle Advisors, LLC 3.45% Financial Network Wealth Advisors LLC 1.14% Lunt Capital Management, Inc. 0.99% Financial Guidance Group, Inc. 3Y 0.41% Marshall Financial Group, LLC 3Y 0.28% Valtinson Bruner Financial Planning LLC 3Y 7Y 0.26% ROVIN CAPITAL /UT/ /ADV 3Y 0.21% Quad-Cities Investment Group, LLC 3Y 7Y 0.16% Geneos Wealth Management Inc. 3Y 0.14%
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