L.M. KOHN & COMPANY BUFD — FIRST TR EXCHNG TRADED FD VI VEST FUND OF DEP

Ownership history in L.M. KOHN & COMPANY  ·  7 quarters on record

AI Ownership Summary

L.M. KOHN & COMPANY reported FIRST TR EXCHNG TRADED FD VI VEST FUND OF DEP (BUFD) in 7 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.92% in 2025 Q3. The latest visible filing shows BUFD at 0.92% 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 BUFD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was L.M. KOHN & COMPANY's position in FIRST TR EXCHNG TRADED FD VI VEST FUND OF DEP, 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 Q3

BUFD was reported at 0.92% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.92% in 2025 Q3

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

Time in book
Holding Window
2024 Q1 to 2025 Q3

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.

BUFD stock page L.M. KOHN & COMPANY fund profile L.M. KOHN & COMPANY full holdings
How L.M. KOHN & COMPANY held BUFD — position size vs. price
% of Fund (quarterly)    BUFD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED — — — 27,586 -640 -2.3% 0.92% $762K 2025-11-14 (Est.) $27.78
2025 Q2 REDUCED — — — 28,226 -1,281 -4.3% 0.20% $750K 2025-08-04 $26.91
2025 Q1 ADDED — — — 29,507 +513 +1.8% 0.19% $736K 2025-04-21 $23.75
2024 Q4 REDUCED 14.0% -2.2% ✅ 28,994 -4,710 -14.0% 0.19% $740K 2025-01-30 $25.96
2024 Q3 ADDED — — — 33,704 +694 +2.1% 0.21% $844K 2024-11-14 $25.46
2024 Q2 ADDED — — — 33,010 +4,092 +14.2% 0.22% $803K 2024-07-31 $24.48
2024 Q1 INITIATED — — — 28,918 — — 0.19% $682K 2024-04-25 $23.42

🏢 Other funds also holding BUFD

As of 2026 Q1 — sorted by position size

Centennial Wealth Advisory LLC 3Y 12.38% Legacy Financial Group LLC 3Y 7.07% Legacy Wealth Managment, LLC/ID 3.54% Santori & Peters, Inc. 3Y 7Y 3.21% MILESTONE ASSET MANAGEMENT, LLC 3Y 2.28% Family Capital Management, Inc. 3Y 1.18% Integrity Financial Corp /WA 3Y 1.18% IAMS WEALTH MANAGEMENT, LLC 1.11% Five Pine Wealth Management 1.07% Compass Financial Services Inc 1.02%

FAQ About L.M. KOHN & COMPANY and BUFD

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

How long has L.M. KOHN & COMPANY reported owning BUFD?

L.M. KOHN & COMPANY reported BUFD across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported BUFD position in L.M. KOHN & COMPANY's portfolio?

The largest reported portfolio weight for BUFD was 0.92% in 2025 Q3.

What is the latest reported BUFD position on this page?

The most recent filing on this page is 2025 Q3, when L.M. KOHN & COMPANY reported 27,586 shares, equal to 0.92% of portfolio, with an estimated market value of $762K.

What does the chart on this BUFD ownership page compare?

The chart compares L.M. KOHN & COMPANY's quarterly BUFD 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 L.M. KOHN & COMPANY time their BUFD position?

Based on 13F filing dates vs. subsequent BUFD price moves, L.M. KOHN & COMPANY correctly timed 5 out of 6 reported position changes (83%). The annualised alpha on BUFD relative to SPY over the holding period was -8.4%.

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