BUFR — FIRST TRUST

Ownership history in Tidemark, LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which Tidemark, LLC reported a position in FIRST TRUST (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
2.78% (2025 Q4)
Avg. % of fund
2.78%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 285,814 — — 2.78% $9.8M $34.26
% 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% Schulz Wealth, LTD. 7.14% 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%
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