BUFD · Insider trading · 13F holders · Congress trades
First Tr Exchng Traded Fd Vi (BUFD)
Who is buying and selling BUFD: 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
BUFD at a glance
- No open-market insider purchases or sales of BUFD were filed in the last 90 days.
- 36 13F filers hold BUFD among their 50 largest positions, worth $405.2M combined. The biggest bets by portfolio weight are Centennial Wealth Advisory LLC (11.5%), Fischer Investment Strategies, LLC (10.0%) and Legacy Financial Group LLC (5.8%). In their latest 13Fs, 0 managers opened a new position and 12 added to one.
- No member of Congress has disclosed a trade in BUFD.
BUFD insider trading
No open-market insider purchases or sales of BUFD were filed in the last 90 days.
Who owns BUFD? Hedge funds and superinvestors
36 13F filers hold BUFD among their 50 largest positions, worth $405.2M combined. The biggest bets by portfolio weight are Centennial Wealth Advisory LLC (11.5%), Fischer Investment Strategies, LLC (10.0%) and Legacy Financial Group LLC (5.8%). In their latest 13Fs, 0 managers opened a new position and 12 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Gw Henssler & Associates LtdInvestment manager | 5.4% | $123.3M | 4,060,730 | +0.7% shares | Q3 2026 |
| Centennial Wealth Advisory LLCWealth manager | 11.5% | $55.9M | 1,840,391 | +2.5% shares | Q3 2026 |
| Legacy Financial Group LLCWealth manager | 5.8% | $51.7M | 1,739,605 | -13.3% shares | Q2 2026 |
| Capital Asset Advisory Services LLCWealth manager | 1.1% | $30.0M | 1,010,755 | +12.1% shares | Q2 2026 |
| Fischer Investment Strategies, LLCWealth manager | 10.0% | $21.0M | 708,015 | -1.6% shares | Q2 2026 |
| RFG Advisory, LLCWealth manager | 0.3% | $17.1M | 574,494 | — | Q2 2026 |
| Santori & Peters, Inc.Wealth manager | 3.1% | $11.6M | 380,795 | +3.6% shares | Q3 2026 |
| Milestone Asset Management, LLCWealth manager | 1.8% | $11.3M | 372,462 | -5.8% shares | Q3 2026 |
| IMG Wealth Management, Inc.Wealth manager | 5.2% | $10.0M | 330,326 | +6.0% shares | Q3 2026 |
| Legacy Wealth Managment, LLC/IDWealth manager | 3.2% | $7.7M | 260,471 | +2.3% shares | Q2 2026 |
| Jacobi Capital Management LLCWealth manager | 0.4% | $7.6M | 255,285 | — | Q2 2026 |
| Precedent Wealth Partners, LLCWealth manager | 1.0% | $6.6M | 217,270 | +9.2% shares | Q3 2026 |
| Miramontes Capital, LLCWealth manager | 1.6% | $5.2M | 171,432 | +9.8% shares | Q3 2026 |
| Symphony Financial Services, Inc.Wealth manager | 1.8% | $4.1M | 136,837 | +410.0% shares | Q2 2026 |
| Wealth Watch Advisors, INCWealth manager | 1.3% | $4.1M | 136,740 | +6.5% shares | Q2 2026 |
| Sun Financial IncWealth manager | 1.4% | $2.9M | 95,987 | +2.4% shares | Q2 2026 |
| Compass Financial Services IncWealth manager | 1.1% | $2.9M | 96,376 | +15.1% shares | Q2 2026 |
| Nicholas Wealth, LLC.Mutual fund manager | 1.5% | $2.8M | 93,772 | +121.4% shares | Q3 2026 |
| Iams Wealth Management, LLCWealth manager | 0.8% | $2.8M | 90,843 | -19.4% shares | Q3 2026 |
| Richmond Investment Services, LLCWealth manager | 0.8% | $2.6M | 84,951 | +14.8% shares | Q3 2026 |
| Benson Wealth Management INCWealth manager | 2.5% | $2.5M | 82,790 | +374.3% shares | Q2 2026 |
| Five Pine Wealth ManagementWealth manager | 1.4% | $2.4M | 80,049 | -1.7% shares | Q3 2026 |
| Richard W. Paul & Associates, LLCWealth manager | 0.7% | $2.3M | 76,899 | +1.0% shares | Q2 2026 |
| Integrity Financial Corp /WAWealth manager | 1.1% | $2.2M | 75,059 | -11.3% shares | Q2 2026 |
| Atlas Private Wealth AdvisorsWealth manager | 0.5% | $2.2M | 71,206 | +1.1% shares | Q3 2026 |
| Ascension Capital Advisors, Inc.Wealth manager | 0.6% | $2.0M | 68,671 | +2.1% shares | Q2 2026 |
| Family Capital Management, Inc.Wealth manager | 0.7% | $1.9M | 64,936 | -31.7% shares | Q2 2026 |
| Echo Wealth Management, LLCWealth manager | 0.8% | $1.6M | 52,742 | +10.7% shares | Q3 2026 |
| Financial Strategies Group, Inc.Wealth manager | 0.2% | $1.5M | 49,347 | +3.9% shares | Q2 2026 |
| Vima LLCWealth manager | 1.3% | $1.3M | 42,862 | -0.4% shares | Q3 2026 |
The 30 largest of 36 positions, by value. Each manager counts with its latest 13F (Q3 2026: 16, Q2 2026: 20). Screen BUFD in the grand portfolio →
BUFD stock trades by members of Congress
No member of Congress has disclosed a trade in BUFD.
BUFD questions and answers
Are insiders buying BUFD stock?
No open-market insider purchases or sales of BUFD were filed in the last 90 days.
Which hedge funds own BUFD?
36 13F filers hold BUFD among their 50 largest positions, worth $405.2M combined. The biggest bets by portfolio weight are Centennial Wealth Advisory LLC (11.5%), Fischer Investment Strategies, LLC (10.0%) and Legacy Financial Group LLC (5.8%). In their latest 13Fs, 0 managers opened a new position and 12 added to one.
Has Congress traded BUFD?
No member of Congress has disclosed a trade in BUFD.
Who is the largest holder of BUFD?
Among 13F filers, Gw Henssler & Associates Ltd reports the largest BUFD position, $123.3M (4,060,730 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Centennial Wealth Advisory LLC's: 11.5% of its portfolio.
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