Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / VEST US EQUITY M
-
Total 13F shares
-
1,985,768
-
Share change
-
-137,544
-
Total reported value
-
$63,083,771
-
Price per share
-
$31.75
-
Number of holders
-
51
-
Value change
-
-$4,331,750
-
Number of buys
-
14
-
Number of sells
-
32
Institutional Holders of FIRST TR EXCHNG TRADED FD VI - VEST US EQUITY M (JUNM) as of Q4 2024
As of 31 Dec 2024,
FIRST TR EXCHNG TRADED FD VI - VEST US EQUITY M (JUNM) was held by
51 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,985,768 shares.
The largest 10 holders included
Mutual Advisors, LLC, COMMONWEALTH EQUITY SERVICES, LLC, Encompass More Asset Management, ENVESTNET ASSET MANAGEMENT INC, VanWeelden Wealth Management, LLC, Donald L. Hagan, LLC, Gallagher Fiduciary Advisors, LLC, Cambridge Investment Research Advisors, Inc., Atria Investments, Inc, and Cresset Asset Management, LLC.
This page lists
52
institutional shareholders reporting positions in this security
for the Q4 2024 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.