Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / VEST US EQUITY B
-
Total 13F shares
-
470,260
-
Share change
-
+408,830
-
Total reported value
-
$14,679,640
-
Price per share
-
$31.22
-
Number of holders
-
9
-
Value change
-
+$12,770,930
-
Number of buys
-
8
-
Number of sells
-
1
Institutional Holders of FIRST TR EXCHNG TRADED FD VI - VEST US EQUITY B (XIMR) as of Q2 2024
As of 30 Jun 2024,
FIRST TR EXCHNG TRADED FD VI - VEST US EQUITY B (XIMR) was held by
9 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
470,260 shares.
The largest 9 holders included
Cetera Investment Advisers, SUSQUEHANNA INTERNATIONAL GROUP, LLP, Castleview Partners, LLC, Rockefeller Capital Management L.P., FSB PREMIER WEALTH MANAGEMENT, INC., Bullseye Investment Management, LLC, OSAIC HOLDINGS, INC., Capital Investment Advisory Services, LLC, and INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC.
This page lists
9
institutional shareholders reporting positions in this security
for the Q2 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.