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Disclosed positions
Symphony Financial Services, Inc.: source evidence dated 2026-07-23T03:59:59.999Z.
- Issuer
- FIRST TRUST
- Ticker
- BUFR
- Class
- MF Closed and MF Open
- Reported value
- $22,410,575
- Reported amount
- 613,484
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0002031979-26-000003Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
Scroll sideways to compare all columns. Select a heading to sort.
| FIRST TRUST | BUFR | MF Closed and MF Open | $22,410,575 | 613,484 | SH | None |
| PIMCO ENHANCED | PYLD | MF Closed and MF Open | $19,037,121 | 717,840 | SH | None |
| PRINCIPAL US | USMC | MF Closed and MF Open | $18,521,092 | 249,857 | SH | None |
| GLOBAL X | PAVE | MF Closed and MF Open | $12,836,942 | 217,871 | SH | None |
| FIRST TRUST | AIRR | MF Closed and MF Open | $12,348,544 | 92,672 | SH | None |
| FIRST TRUST | KNG | MF Closed and MF Open | $10,498,751 | 207,896 | SH | None |
| APPLE INC | AAPL | Common Stock | $8,067,537 | 27,881 | SH | None |
| JANUS HENDERSON | JMBS | MF Closed and MF Open | $7,565,878 | 168,168 | SH | None |
| ISHARES RUSSELL | IWY | MF Closed and MF Open | $6,690,249 | 23,021 | SH | None |
| JANUS DETROIT | JSMD | MF Closed and MF Open | $6,535,124 | 64,552 | SH | None |
| NVIDIA CORP | NVDA | Common Stock | $5,720,295 | 28,589 | SH | None |
| INVESCO S&P | XMMO | MF Closed and MF Open | $5,635,999 | 33,126 | SH | None |
| ISHARES CORE | ITOT | MF Closed and MF Open | $4,811,576 | 29,291 | SH | None |
| VANGUARD INFORMATION | VGT | MF Closed and MF Open | $4,264,417 | 35,680 | SH | None |
| PACER US | COWZ | MF Closed and MF Open | $4,087,906 | 65,722 | SH | None |
| FIRST TRUST | BUFD | MF Closed and MF Open | $4,066,799 | 136,837 | SH | None |
| JPMORGAN U S | JTEK | MF Closed and MF Open | $3,780,705 | 33,892 | SH | None |
| VISA INC | V | Common Stock | $3,580,100 | 10,435 | SH | None |
| INVESCO QQQ | QQQ | MF Closed and MF Open | $3,453,327 | 4,690 | SH | None |
| MICROSOFT CORP | MSFT | Common Stock | $3,328,360 | 8,923 | SH | None |
| JANUS HENDERSON | JAAA | MF Closed and MF Open | $3,112,885 | 61,653 | SH | None |
| AMAZON COM | AMZN | Common Stock | $2,894,405 | 12,144 | SH | None |
| WISDOMTREE US | DGRW | MF Closed and MF Open | $2,792,959 | 29,209 | SH | None |
| ISHARES RUSSELL | IWF | MF Closed and MF Open | $2,539,344 | 20,451 | SH | None |
| JPMORGAN CHASE | JPM | Common Stock | $2,215,709 | 6,769 | SH | None |
| BROADCOM INC | AVGO | Common Stock | $1,472,770 | 3,899 | SH | None |
| STATE STREET | SPHY | MF Closed and MF Open | $1,361,278 | 58,075 | SH | None |
| ISHARES TECHNOLOGY | IYW | MF Closed and MF Open | $1,329,297 | 5,270 | SH | None |
| ELI LILLY | LLY | Common Stock | $1,277,287 | 1,065 | SH | None |
| AVANTIS U S | AVUV | MF Closed and MF Open | $1,261,956 | 10,115 | SH | None |
| ISHARES CORE | IJH | MF Closed and MF Open | $1,152,954 | 14,952 | SH | None |
| PLAINS ALL | PAA | Oil & Gas, Real Estate and REIT | $1,126,326 | 50,599 | SH | None |
| EXXON MOBIL | XOM | Common Stock | $1,117,965 | 8,177 | SH | None |
| INVESCO S&P | SPHQ | MF Closed and MF Open | $1,031,347 | 11,447 | SH | None |
| FIRST TRUST | GRID | MF Closed and MF Open | $1,016,540 | 5,301 | SH | None |
| VANGUARD S&P | VOO | MF Closed and MF Open | $995,874 | 1,450 | SH | None |
| COHEN & STEERS | UTF | MF Closed and MF Open | $941,487 | 34,124 | SH | None |
| INVESCO S&P | XMHQ | MF Closed and MF Open | $941,423 | 8,340 | SH | None |
| DELL TECHNOLOGIES | DELL | Common Stock | $912,630 | 2,115 | SH | None |
| PARSONS CORP | PSN | Common Stock | $864,802 | 16,507 | SH | None |
| ISHARES AEROSPACE | ITA | MF Closed and MF Open | $840,477 | 3,467 | SH | None |
| LOCKHEED MARTIN | LMT | Common Stock | $798,888 | 1,568 | SH | None |
| COSTCO WHOLESALE | COST | Common Stock | $798,381 | 853 | SH | None |
| FIRST TRUST | CIBR | MF Closed and MF Open | $662,468 | 7,373 | SH | None |
| META PLATFORMS | META | Common Stock | $660,743 | 1,173 | SH | None |
| PROGRESSIVE CORP | PGR | Common Stock | $654,584 | 2,996 | SH | None |
| ALTRIA GROUP | MO | Common Stock | $649,021 | 9,020 | SH | None |
| WALMART INC | WMT | Common Stock | $614,835 | 5,429 | SH | None |
| ISHARES U S | IYH | MF Closed and MF Open | $614,479 | 9,170 | SH | None |
| EDWARDS LIFESCIENCES | EW | Common Stock | $603,369 | 6,670 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.