BUFZ · Insider trading · 13F holders · Congress trades
First Tr Exchng Traded Fd Vi (BUFZ)
Who is buying and selling BUFZ: 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
- 16
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
BUFZ at a glance
- No open-market insider purchases or sales of BUFZ were filed in the last 90 days.
- 16 13F filers hold BUFZ among their 50 largest positions, worth $213.8M combined. The biggest bets by portfolio weight are Forge Financial Services LLC (10.2%), Rise Advisors, LLC (5.7%) and Bullseye Investment Management, LLC (4.3%). In their latest 13Fs, 0 managers opened a new position and 5 added to one.
- No member of Congress has disclosed a trade in BUFZ.
BUFZ insider trading
No open-market insider purchases or sales of BUFZ were filed in the last 90 days.
Who owns BUFZ? Hedge funds and superinvestors
16 13F filers hold BUFZ among their 50 largest positions, worth $213.8M combined. The biggest bets by portfolio weight are Forge Financial Services LLC (10.2%), Rise Advisors, LLC (5.7%) and Bullseye Investment Management, LLC (4.3%). In their latest 13Fs, 0 managers opened a new position and 5 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Forge Financial Services LLCWealth manager | 10.2% | $118.9M | 4,256,825 | +2.6% shares | Q2 2026 |
| Jacobi Capital Management LLCWealth manager | 1.3% | $26.4M | 943,844 | +7.1% shares | Q2 2026 |
| Rise Advisors, LLCWealth manager | 5.7% | $20.1M | 704,371 | -0.2% shares | Q3 2026 |
| Arq Wealth Advisors, LLCWealth manager | 1.4% | $11.8M | 413,644 | -2.7% shares | Q3 2026 |
| Bullseye Investment Management, LLCWealth manager | 4.3% | $8.7M | 304,382 | +5.1% shares | Q3 2026 |
| BOS Asset Management, LLCInstitutional asset manager | 1.4% | $5.8M | 203,414 | +7.5% shares | Q3 2026 |
| Richmond Investment Services, LLCWealth manager | 1.7% | $5.3M | 187,136 | +9.8% shares | Q3 2026 |
| Goldenstone Wealth Management LLCWealth manager | 2.8% | $4.2M | 151,750 | -2.4% shares | Q2 2026 |
| Wolff Wiese Magana LLCWealth manager | 1.1% | $2.5M | 87,642 | +4.4% shares | Q3 2026 |
| Atlas Private Wealth AdvisorsWealth manager | 0.4% | $2.1M | 72,072 | -3.4% shares | Q3 2026 |
| Mayfair Advisory Group, LLCWealth manager | 0.6% | $1.9M | 68,278 | -7.3% shares | Q3 2026 |
| Pinnacle Wealth Management Group, Inc.Wealth manager | 0.7% | $1.5M | 53,217 | +0.8% shares | Q3 2026 |
| Ergawealth Advisors, Inc.Wealth manager | 0.6% | $1.4M | 49,500 | -5.4% shares | Q3 2026 |
| Adamsbrown Wealth Consultants LLCWealth manager | 0.2% | $1.2M | 42,520 | +5.3% shares | Q3 2026 |
| Winebrenner Capital Management LLCWealth manager | 0.6% | $1.0M | 35,346 | +1.9% shares | Q3 2026 |
| Tounjian Advisory Partners, LLCWealth manager | 0.4% | $939K | 33,611 | — | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 12, Q2 2026: 4). Screen BUFZ in the grand portfolio →
BUFZ stock trades by members of Congress
No member of Congress has disclosed a trade in BUFZ.
BUFZ questions and answers
Are insiders buying BUFZ stock?
No open-market insider purchases or sales of BUFZ were filed in the last 90 days.
Which hedge funds own BUFZ?
16 13F filers hold BUFZ among their 50 largest positions, worth $213.8M combined. The biggest bets by portfolio weight are Forge Financial Services LLC (10.2%), Rise Advisors, LLC (5.7%) and Bullseye Investment Management, LLC (4.3%). In their latest 13Fs, 0 managers opened a new position and 5 added to one.
Has Congress traded BUFZ?
No member of Congress has disclosed a trade in BUFZ.
Who is the largest holder of BUFZ?
Among 13F filers, Forge Financial Services LLC reports the largest BUFZ position, $118.9M (4,256,825 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Forge Financial Services LLC's: 10.2% of its portfolio.
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