Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / VEST LADDERED SM
-
Total 13F shares
-
3,489,892
-
Share change
-
-54,442
-
Total reported value
-
$73,456,914
-
Price per share
-
$21.05
-
Number of holders
-
29
-
Value change
-
-$1,048,343
-
Number of buys
-
18
-
Number of sells
-
11
Institutional Holders of FIRST TR EXCHNG TRADED FD VI - VEST LADDERED SM (BUFS) as of Q2 2025
As of 30 Jun 2025,
FIRST TR EXCHNG TRADED FD VI - VEST LADDERED SM (BUFS) was held by
29 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,489,892 shares.
The largest 10 holders included
RAYMOND JAMES FINANCIAL INC, ENVESTNET ASSET MANAGEMENT INC, NewEdge Advisors, LLC, Geneos Wealth Management Inc., Centennial Wealth Advisory LLC, Cambridge Investment Research Advisors, Inc., Cetera Investment Advisers, Sanctuary Advisors, LLC, B. Riley Wealth Advisors, Inc., and WORLD EQUITY GROUP, INC..
This page lists
30
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.