Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / VEST INVESTMENT
-
Total 13F shares
-
1,928,509
-
Share change
-
+1,633,237
-
Total reported value
-
$39,196,388
-
Price per share
-
$20.32
-
Number of holders
-
22
-
Value change
-
+$33,180,445
-
Number of buys
-
17
-
Number of sells
-
2
Institutional Holders of FIRST TR EXCHANGE-TRADED FD - VEST INVESTMENT (LQTI) as of Q2 2025
As of 30 Jun 2025,
FIRST TR EXCHANGE-TRADED FD - VEST INVESTMENT (LQTI) was held by
22 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,928,509 shares.
The largest 10 holders included
COMMONWEALTH EQUITY SERVICES, LLC, SMART Wealth LLC, Prosperity Financial Group, Inc., GUARDIAN WEALTH ADVISORS, LLC / NC, Aptus Capital Advisors, LLC, OneDigital Investment Advisors LLC, American Financial Advisors, LLC, Independent Wealth Network Inc., Advisory Services Network, LLC, and Bullseye Investment Management, LLC.
This page lists
22
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.