BUFR — FIRST TR EXCHNG TRADED FD VI

Ownership history in WealthPLAN Partners, LLC  ·  16 quarters on record

This page tracks every 13F SEC filing in which WealthPLAN Partners, LLC 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
2.67% (2025 Q1)
Avg. % of fund
2.01%
First filed
2021 Q3
Last filed
2025 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 410,055 -16,905 -4.0% 2.10% $14.0M $34.26
2025 Q3 ADDED 426,960 +6,053 +1.4% 2.14% $14.3M $33.42
2025 Q2 REDUCED 420,907 -217,976 -34.1% 2.15% $13.4M $31.80
2025 Q1 ADDED 638,883 +80,106 +14.3% 2.67% $19.0M $29.69
12 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% 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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