BUFR β€” FIRST TR EXCHNG TRADED FD VI

Ownership history in Prosperity Consulting Group, LLC  Β·  7 quarters on record

AI Ownership Summary

Prosperity Consulting Group, LLC reported FIRST TR EXCHNG TRADED FD VI (BUFR) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 1.33% in 2025 Q4. The latest visible filing shows BUFR at 1.33% 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 BUFR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Prosperity Consulting Group, 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

BUFR was reported at 1.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.33% 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 Q2 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.

How Prosperity Consulting Group, LLC held BUFR β€” position size vs. price
% of Fund (quarterly)    BUFR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 860,109 +150,208 +21.2% 1.33% $29.5M 2026-02-14 (Est.) $34.38
2025 Q3 ADDED 709,901 +365,556 +106.2% 1.17% $23.7M 2025-11-14 $33.61
2025 Q2 ADDED 344,345 +66,663 +24.0% 0.80% $11.0M 2025-08-05 $32.24
2025 Q1 ADDED 277,682 +98,702 +55.1% 0.64% $8.2M 2025-05-07 $29.68
2024 Q4 ADDED 178,980 +36,103 +25.3% 0.41% $5.5M 2025-02-14 $31.23
2024 Q3 ADDED 142,877 +117,238 +457.3% 0.33% $4.3M 2024-10-15 $29.99
2024 Q2 INITIATED 25,639 β€” β€” 0.10% $741K 2024-08-08 $28.64

🏒 Other funds also holding BUFR

As of 2026 Q1 β€” sorted by position size

Noble Wealth Management PBC 1.94%

FAQ About Prosperity Consulting Group, LLC and BUFR

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

How long has Prosperity Consulting Group, LLC reported owning BUFR?

Prosperity Consulting Group, LLC reported BUFR across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported BUFR position in Prosperity Consulting Group, LLC's portfolio?

The largest reported portfolio weight for BUFR was 1.33% in 2025 Q4.

What is the latest reported BUFR position on this page?

The most recent filing on this page is 2025 Q4, when Prosperity Consulting Group, LLC reported 860,109 shares, equal to 1.33% of portfolio, with an estimated market value of $29.5M.

What does the chart on this BUFR ownership page compare?

The chart compares Prosperity Consulting Group, LLC's quarterly BUFR 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.

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