BUFQ · Insider trading · 13F holders · Congress trades
First Tr Exchng Traded Fd Vi (BUFQ)
Who is buying and selling BUFQ: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 36
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
BUFQ at a glance
- No open-market insider purchases or sales of BUFQ were filed in the last 90 days.
- 36 13F filers hold BUFQ among their 50 largest positions, worth $242.1M combined. The biggest bets by portfolio weight are IMG Wealth Management, Inc. (6.5%), Seros Financial, LLC (5.9%) and Centennial Wealth Advisory LLC (5.7%). In their latest 13Fs, 0 managers opened a new position and 12 added to one.
- No member of Congress has disclosed a trade in BUFQ.
BUFQ insider trading
No open-market insider purchases or sales of BUFQ were filed in the last 90 days.
Who owns BUFQ? Hedge funds and superinvestors
36 13F filers hold BUFQ among their 50 largest positions, worth $242.1M combined. The biggest bets by portfolio weight are IMG Wealth Management, Inc. (6.5%), Seros Financial, LLC (5.9%) and Centennial Wealth Advisory LLC (5.7%). In their latest 13Fs, 0 managers opened a new position and 12 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Stratos Wealth Partners, LTD.Wealth manager | 0.5% | $54.2M | 1,379,944 | — | Q2 2026 |
| Centennial Wealth Advisory LLCWealth manager | 5.7% | $27.6M | 681,864 | +16.7% shares | Q3 2026 |
| Valtinson Bruner Financial Planning LLCWealth manager | 4.0% | $15.9M | 405,747 | +3.9% shares | Q2 2026 |
| Sequent Planning LLCWealth manager | 2.8% | $12.9M | 327,898 | — | Q2 2026 |
| IMG Wealth Management, Inc.Wealth manager | 6.5% | $12.7M | 313,074 | +5.3% shares | Q3 2026 |
| Seros Financial, LLCWealth manager | 5.9% | $11.6M | 287,456 | +3.7% shares | Q3 2026 |
| Macro Advisors, Inc.Hedge fund | 2.7% | $8.4M | 214,906 | +506.3% shares | Q2 2026 |
| RiverTree Advisors, LLCWealth manager | 4.4% | $7.4M | 181,885 | -0.9% shares | Q3 2026 |
| Accel Wealth ManagementWealth manager | 1.5% | $7.0M | 171,672 | +9.8% shares | Q3 2026 |
| Legacy Wealth Managment, LLC/IDWealth manager | 2.8% | $6.7M | 170,386 | +5.6% shares | Q2 2026 |
| Iams Wealth Management, LLCWealth manager | 1.9% | $6.6M | 163,068 | -2.8% shares | Q3 2026 |
| Mpwm Advisory Solutions, LLCWealth manager | 2.9% | $6.2M | 158,667 | +8.9% shares | Q2 2026 |
| Triton Wealth Management, PLLCWealth manager | 1.6% | $5.3M | 136,111 | +55.7% shares | Q2 2026 |
| Gallagher Fiduciary Advisors, LLCInstitutional asset manager | 0.2% | $4.9M | 123,612 | -1.4% shares | Q2 2026 |
| Financial Guidance Group, Inc.Wealth manager | 1.7% | $4.6M | 114,748 | +4.5% shares | Q3 2026 |
| Pitti Group Wealth Management, LLCWealth manager | 3.2% | $4.4M | 111,014 | +0.1% shares | Q2 2026 |
| Twin Peaks Wealth Advisors, LLCWealth manager | 0.9% | $3.8M | 96,498 | -7.0% shares | Q2 2026 |
| Keystone Wealth Services, LLCWealth manager | 0.6% | $3.4M | 87,497 | — | Q2 2026 |
| Richmond Investment Services, LLCWealth manager | 1.0% | $3.3M | 80,931 | +10.5% shares | Q3 2026 |
| Goldenstone Wealth Management LLCWealth manager | 2.1% | $3.2M | 81,056 | -6.8% shares | Q2 2026 |
| Bluedoor Private Wealth, LLCWealth manager | 1.3% | $3.2M | 80,368 | +28.2% shares | Q2 2026 |
| Prism Advisors, Inc.Wealth manager | 0.8% | $3.1M | 76,578 | -52.5% shares | Q3 2026 |
| Prasad Wealth Partners, LLCWealth manager | 0.7% | $3.1M | 78,917 | -4.5% shares | Q2 2026 |
| Midwest Financial Group LLCWealth manager | 1.0% | $3.0M | 74,712 | +0.8% shares | Q3 2026 |
| Ergawealth Advisors, Inc.Wealth manager | 1.1% | $2.9M | 70,835 | -7.6% shares | Q3 2026 |
| Optivise Advisory Services LLCWealth manager | 1.3% | $2.6M | 63,730 | +34.8% shares | Q3 2026 |
| Ipsen Advisor Group LLCWealth manager | 1.4% | $2.1M | 51,330 | -2.5% shares | Q3 2026 |
| HFG Advisors, Inc.Wealth manager | 1.2% | $1.9M | 48,940 | — | Q2 2026 |
| Rubicon Advisors, GPWealth manager | 1.3% | $1.8M | 44,936 | +0.0% shares | Q3 2026 |
| Vima LLCWealth manager | 1.8% | $1.7M | 42,420 | -5.6% shares | Q3 2026 |
The 30 largest of 36 positions, by value. Each manager counts with its latest 13F (Q3 2026: 18, Q2 2026: 17, Q1 2026: 1). Screen BUFQ in the grand portfolio →
BUFQ stock trades by members of Congress
No member of Congress has disclosed a trade in BUFQ.
BUFQ questions and answers
Are insiders buying BUFQ stock?
No open-market insider purchases or sales of BUFQ were filed in the last 90 days.
Which hedge funds own BUFQ?
36 13F filers hold BUFQ among their 50 largest positions, worth $242.1M combined. The biggest bets by portfolio weight are IMG Wealth Management, Inc. (6.5%), Seros Financial, LLC (5.9%) and Centennial Wealth Advisory LLC (5.7%). In their latest 13Fs, 0 managers opened a new position and 12 added to one.
Has Congress traded BUFQ?
No member of Congress has disclosed a trade in BUFQ.
Who is the largest holder of BUFQ?
Among 13F filers, Stratos Wealth Partners, LTD. reports the largest BUFQ position, $54.2M (1,379,944 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is IMG Wealth Management, Inc.'s: 6.5% of its portfolio.
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