RHODES INVESTMENT ADVISORS INC /ADV BUFR — FIRST TR EXCHNG TRADED FD VI

Ownership history in RHODES INVESTMENT ADVISORS INC /ADV  ·  1 quarter on record

AI Ownership Summary

RHODES INVESTMENT ADVISORS INC /ADV reported FIRST TR EXCHNG TRADED FD VI (BUFR) in 1 quarterly 13F filing from 2026 Q3 through 2026 Q3. Peak portfolio weight reached 0.19% in 2026 Q3. The latest visible filing shows BUFR at 0.19% 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 RHODES INVESTMENT ADVISORS INC /ADV'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
2026 Q3

BUFR was reported at 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.19% in 2026 Q3

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

Time in book
Holding Window
2026 Q3 to 2026 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.

How RHODES INVESTMENT ADVISORS INC /ADV held BUFR — position size vs. price
% of Fund (quarterly)    BUFR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 INITIATED — — — 6,989 — — 0.19% $262K 2026-10-07 $37.89

FAQ About RHODES INVESTMENT ADVISORS INC /ADV and BUFR

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

How long has RHODES INVESTMENT ADVISORS INC /ADV reported owning BUFR?

RHODES INVESTMENT ADVISORS INC /ADV reported BUFR across 1 quarterly 13F filings, from 2026 Q3 through 2026 Q3.

What was the largest reported BUFR position in RHODES INVESTMENT ADVISORS INC /ADV's portfolio?

The largest reported portfolio weight for BUFR was 0.19% in 2026 Q3.

What is the latest reported BUFR position on this page?

The most recent filing on this page is 2026 Q3, when RHODES INVESTMENT ADVISORS INC /ADV reported 6,989 shares, equal to 0.19% of portfolio, with an estimated market value of $262K.

What does the chart on this BUFR ownership page compare?

The chart compares RHODES INVESTMENT ADVISORS INC /ADV'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.

← Back to RHODES INVESTMENT ADVISORS INC /ADV Holdings