BUFQ β€” FIRST TR EXCHNG TRADED FD VI

Ownership history in Seros Financial, LLC  Β·  4 quarters on record

AI Ownership Summary

Seros Financial, LLC reported FIRST TR EXCHNG TRADED FD VI (BUFQ) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 4.73% in 2025 Q4. The latest visible filing shows BUFQ at 4.73% 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 BUFQ ownership page tells you

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

BUFQ was reported at 4.73% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.73% 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
2025 Q1 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 Seros Financial, LLC held BUFQ β€” position size vs. price
% of Fund (quarterly)    BUFQ price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 224,867 +8,527 +3.9% 4.73% $8.1M 2026-02-14 (Est.) $35.63
2025 Q3 ADDED 216,340 +2,278 +1.1% 4.39% $7.5M 2025-11-05 $35.26
2025 Q2 ADDED 214,062 +5,106 +2.4% 4.50% $7.1M 2025-07-21 $33.60
2025 Q1 INITIATED 208,956 β€” β€” 4.66% $6.2M 2025-04-16 $28.77

FAQ About Seros Financial, LLC and BUFQ

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

How long has Seros Financial, LLC reported owning BUFQ?

Seros Financial, LLC reported BUFQ across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported BUFQ position in Seros Financial, LLC's portfolio?

The largest reported portfolio weight for BUFQ was 4.73% in 2025 Q4.

What is the latest reported BUFQ position on this page?

The most recent filing on this page is 2025 Q4, when Seros Financial, LLC reported 224,867 shares, equal to 4.73% of portfolio, with an estimated market value of $8.1M.

What does the chart on this BUFQ ownership page compare?

The chart compares Seros Financial, LLC's quarterly BUFQ 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 Seros Financial, LLC Holdings