BUFR — FIRST TR EXCHNG TRADED FD VI

Ownership history in Schulz Wealth, LTD.  ·  9 quarters on record

This page tracks every 13F SEC filing in which Schulz Wealth, LTD. reported a position in FIRST TR EXCHNG TRADED FD VI (BUFR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
8.4% (2023 Q4)
Avg. % of fund
7.54%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 325,189 -25,088 -7.2% 7.14% $11.1M $34.26
2025 Q3 ADDED 350,277 +38,136 +12.2% 7.74% $11.7M $33.42
2025 Q2 ADDED 312,141 +14,960 +5.0% 7.42% $9.9M $31.80
2025 Q1 REDUCED 297,181 -16,137 -5.2% 6.73% $8.8M $29.69
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    BUFR price (monthly, adj. close)

Other funds also holding BUFR

As of 2025 Q4 — sorted by position size

Financial Network Wealth Advisors LLC 10.69% Hibernia Wealth Partners, LLC 10.5% IMG Wealth Management, Inc. 10.44% Solano Wealth Investment Advisors LLC 8.3% Symphony Financial Services, Inc. 8.18% Capasso Planning Partners LLC 3Y 6.82% Tower Wealth Partners, Inc. 3Y 6.67% MILESTONE ASSET MANAGEMENT, LLC 3Y 6.56% ROVIN CAPITAL /UT/ /ADV 3Y 5.8% Valtinson Bruner Financial Planning LLC 3Y 7Y 5.65%
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