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BUFZBUFZ
7 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in FIRST TR EXCHNG TRADED FD VI

Steward Partners Investment Advisory, LLC holds 48,058 shares of BUFZ (FIRST TR EXCHNG TRADED FD VI), worth $1.3M as of 2026-Q2. The position was increased (+17.2% shares). BUFZ represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$1.3M

Current Shares

48,058

Total Value Change

+$1M

Total Shares Change

+33,933

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
48,058
+17.2%
$1.3M0.0%$27.93
30
2026-Q1
Increased
40,994
+23.9%
$1.1M0.0%$26.63
31
2025-Q4
Increased
33,079
+105.7%
$877,5860.0%$26.60
40
2025-Q3
Increased
16,080
+126.5%
$416,4720.0%$25.88
39
2025-Q2
Decreased
7,101
-64.8%
$177,0280.0%$24.88
0
2025-Q1
Increased
20,164
+42.8%
$473,8540.0%$23.44
32
2024-Q4
New
14,125
-
$337,4460.0%$23.97
33

Other major holders of BUFZ: LPL Financial LLC, RAYMOND JAMES FINANCIAL INC

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