Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / VEST US MAX BUFF
-
Total 13F shares
-
320,876
-
Share change
-
-75,148
-
Total reported value
-
$10,038,155
-
Price per share
-
$31.29
-
Number of holders
-
27
-
Value change
-
-$2,358,271
-
Number of buys
-
5
-
Number of sells
-
16
Institutional Holders of FIRST TR EXCHNG TRADED FD VI - VEST US MAX BUFF (JULM) as of Q1 2025
As of 31 Mar 2025,
FIRST TR EXCHNG TRADED FD VI - VEST US MAX BUFF (JULM) was held by
27 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
320,876 shares.
The largest 10 holders included
COMMONWEALTH EQUITY SERVICES, LLC, Cambridge Investment Research Advisors, Inc., Glen Eagle Advisors, LLC, Mutual Advisors, LLC, Kestra Advisory Services, LLC, TOWNSQUARE CAPITAL LLC, Clear Creek Financial Management, LLC, Arete Wealth Advisors, LLC, LPL Financial LLC, and Foguth Wealth Management, LLC..
This page lists
27
institutional shareholders reporting positions in this security
for the Q1 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.