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Position history for ASSETMARK, INCASSETMARK, INC's holdings in FIRST TR EXCHNG TRADED FD VI

Yes. AssetMark holds 127,230 shares of BUFT, worth $3.4M, as of its Q3 2026 13F filing. It increased the position by 1,793 shares (+1.4%) from Q2 2026. AssetMark has held BUFT since Q2 2023, across 14 quarterly 13F filings.

Current Value

$3.4M

Current Shares

127,230

Total Value Change

+$1.3M

Total Shares Change

+33,552

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Increased
127,230
+1.4%
$3.4M0.0%$26.38
27
2026-Q2
Decreased
125,437
-0.8%
$3.2M0.0%$25.89
0
2026-Q1
Increased
126,478
+5.6%
$3.1M0.0%$24.78
28
2025-Q4
Decreased
119,747
-3.9%
$2.9M0.0%$24.63
0
2025-Q3
Increased
124,541
+6.1%
$3M0.0%$24.12
28
2025-Q2
Increased
117,333
+17.8%
$2.8M0.0%$23.54
31
2025-Q1
Decreased
99,635
-2.5%
$2.2M0.0%$22.39
0
2024-Q4
Increased
102,174
+9.1%
$2.3M0.0%$22.47
28
2024-Q3
Increased
93,678
+13.2%
$2.1M0.0%$22.11
29

Other major holders of BUFT: LPL Financial LLC, AE Wealth Management LLC, OSAIC HOLDINGS, INC., Mariner, LLC

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