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Position history for IWIntegrated Wealth Concepts LLC's holdings in FIRST TR EXCHNG TRADED FD VI

Integrated Wealth Concepts LLC holds 1.8M shares of BUFR (FIRST TR EXCHNG TRADED FD VI), worth $66M as of 2026-Q2. The position was increased (+47.1% shares). BUFR represents 0.3% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$66M

Current Shares

1.8M

Total Value Change

+$46.6M

Total Shares Change

+1.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.8M
+47.1%
$66M0.3%$36.53
48
2026-Q1
Increased
1.2M
+16.2%
$41.5M0.3%$34.41
40
2025-Q4
Increased
1.1M
+17.0%
$36.3M0.4%$34.38
40
2025-Q3
Increased
904,424
+2.7%
$30.2M0.3%$33.35
35
2025-Q2
Increased
880,923
+4.8%
$28M0.3%$31.72
36
2025-Q1
Increased
840,135
+13.4%
$24.9M0.3%$29.55
39
2024-Q4
Increased
740,813
+13.7%
$22.6M0.3%$30.52
39
2024-Q3
Decreased
651,361
-1.5%
$19.5M0.2%$29.83
0

Other major holders of BUFR: LPL Financial LLC

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