BUFR — FIRST TRUST

Ownership history in Wiser Advisor Group LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Wiser Advisor Group 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
2.03% (2025 Q4)
Avg. % of fund
1.06%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 51,851 +31,009 +148.8% 2.03% $1.8M $34.26
2025 Q3 ADDED 20,842 +14,521 +229.7% 0.87% $697K $33.42
2025 Q1 INITIATED 6,321 — — 0.28% $188K $29.69
% 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%
← Back to Wiser Advisor Group LLC Holdings