Legacy Wealth Managment, LLC/ID BUFT — FIRST TR EXCHNG TRADED FD VI

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

AI Ownership Summary

Legacy Wealth Managment, LLC/ID reported FIRST TR EXCHNG TRADED FD VI (BUFT) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 2.31% in 2025 Q4. The latest visible filing shows BUFT at 2.31% 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 Legacy Wealth Managment, LLC/ID'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 2.31% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.31% in 2025 Q4

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

Time in book
Holding Window
2024 Q3 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 Legacy Wealth Managment, LLC/ID fund profile Legacy Wealth Managment, LLC/ID full holdings
How Legacy Wealth Managment, LLC/ID 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 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 196,128 +113,242 +136.6% 2.31% $4.8M 2026-02-14 (Est.) $24.72
2025 Q3 ADDED — — — 82,886 +2,856 +3.6% 0.91% $2.0M 2025-11-12 $24.33
2025 Q2 ADDED — — — 80,030 +23,057 +40.5% 0.98% $1.9M 2025-08-06 $23.83
2025 Q1 ADDED — — — 56,973 +9,405 +19.8% 0.90% $1.3M 2025-05-16 $23.15
2024 Q4 ADDED — — — 47,568 +23,643 +98.8% 0.69% $1.1M 2025-02-13 $22.80
2024 Q3 INITIATED — — — 23,925 — — 0.31% $535K 2024-11-15 $22.36

🏢 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% EVOLUTION WEALTH MANAGEMENT INC. 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%

FAQ About Legacy Wealth Managment, LLC/ID and BUFT

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

How long has Legacy Wealth Managment, LLC/ID reported owning BUFT?

Legacy Wealth Managment, LLC/ID reported BUFT across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported BUFT position in Legacy Wealth Managment, LLC/ID's portfolio?

The largest reported portfolio weight for BUFT was 2.31% in 2025 Q4.

What is the latest reported BUFT position on this page?

The most recent filing on this page is 2025 Q4, when Legacy Wealth Managment, LLC/ID reported 196,128 shares, equal to 2.31% of portfolio, with an estimated market value of $4.8M.

What does the chart on this BUFT ownership page compare?

The chart compares Legacy Wealth Managment, LLC/ID'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 Legacy Wealth Managment, LLC/ID time their BUFT position?

Based on 13F filing dates vs. subsequent BUFT price moves, Legacy Wealth Managment, LLC/ID correctly timed 5 out of 5 reported position changes (100%). The annualised alpha on BUFT relative to SPY over the holding period was -5.2%.

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