Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / VEST LADDERED SM
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Number of holders
-
26
-
Total 13F shares, excl. options
-
3,541,616
-
Shares change
-
+1,576,578
-
Total reported value, excl. options
-
$71,717,779
-
Value change
-
+$31,924,409
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Number of buys
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22
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Number of sells
-
5
-
Price
-
$20.25
Institutional Holders of FIRST TR EXCHNG TRADED FD VI - VEST LADDERED SM (BUFS) as of Q1 2025
As of 31 Mar 2025 FIRST TR EXCHNG TRADED FD VI - VEST LADDERED SM (BUFS) had 28 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 3,541,616 shares of stock of the company.
Largest 10 holders included RAYMOND JAMES FINANCIAL INC, ENVESTNET ASSET MANAGEMENT INC, ODonnell Financial Services, LLC, NewEdge Advisors, LLC, Centennial Wealth Advisory LLC, Cambridge Investment Research Advisors, Inc., Cetera Investment Advisers, Geneos Wealth Management Inc., WORLD EQUITY GROUP, INC., and Bison Wealth, LLC.
This table shows 28 institutional shareholders of the security as of 31 Mar 2025.
| 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.