BUFR β€” FIRST TR EXCHNG TRADED FD VI

Ownership history in ROVIN CAPITAL /UT/ /ADV  Β·  12 quarters on record

AI Ownership Summary

ROVIN CAPITAL /UT/ /ADV reported FIRST TR EXCHNG TRADED FD VI (BUFR) in 12 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 7.05% in 2024 Q4. The latest visible filing shows BUFR at 5.80% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BUFR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ROVIN CAPITAL /UT/ /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
2025 Q4

BUFR was reported at 5.80% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
7.05% in 2024 Q4

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

Time in book
Holding Window
2023 Q4 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 ROVIN CAPITAL /UT/ /ADV held BUFR β€” position size vs. price
% of Fund (quarterly)    BUFR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 637,496 +5,799 +0.9% 5.80% $21.8M 2026-02-14 (Est.) $34.38
2025 Q3 UNCHANGED 631,697 β€” 0% 6.09% $20.1M 2025-10-17 $33.38
2025 Q2 REDUCED 631,697 -5,287 -0.8% 6.09% $20.1M 2025-08-06 $32.37
2025 Q1 REDUCED 636,984 -5,990 -0.9% 6.09% $18.9M 2025-04-28 $29.33
2024 Q4 ADDED 642,974 +576,538 +867.8% 7.05% $19.6M 2025-01-14 $30.38
2024 Q3 ADDED 66,436 +11,890 +21.8% 0.74% $2.0M 2024-11-01 $29.85
2024 Q2 REDUCED 54,546 -14,323 -20.8% 0.66% $1.6M 2024-07-18 $29.09
2024 Q1 ADDED 68,869 +45,050 +189.1% 0.79% $1.9M 2024-04-22 $27.50
2023 Q4 ADDED 23,819 +1,294 +5.7% 0.29% $633K 2024-03-12 $27.73
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About ROVIN CAPITAL /UT/ /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 ROVIN CAPITAL /UT/ /ADV reported owning BUFR?

ROVIN CAPITAL /UT/ /ADV reported BUFR across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported BUFR position in ROVIN CAPITAL /UT/ /ADV's portfolio?

The largest reported portfolio weight for BUFR was 7.05% in 2024 Q4.

What is the latest reported BUFR position on this page?

The most recent filing on this page is 2025 Q4, when ROVIN CAPITAL /UT/ /ADV reported 637,496 shares, equal to 5.80% of portfolio, with an estimated market value of $21.8M.

What does the chart on this BUFR ownership page compare?

The chart compares ROVIN CAPITAL /UT/ /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 ROVIN CAPITAL /UT/ /ADV Holdings