Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / VEST US EQUITY B
-
Total 13F shares
-
679,210
-
Share change
-
+55,356
-
Total reported value
-
$20,897,716
-
Price per share
-
$30.77
-
Number of holders
-
12
-
Value change
-
+$1,688,832
-
Number of buys
-
8
-
Number of sells
-
6
Institutional Holders of FIRST TR EXCHNG TRADED FD VI - VEST US EQUITY B (XIMR) as of Q1 2025
As of 31 Mar 2025,
FIRST TR EXCHNG TRADED FD VI - VEST US EQUITY B (XIMR) was held by
12 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
679,210 shares.
The largest 10 holders included
Cetera Investment Advisers, Castleview Partners, LLC, Rockefeller Capital Management L.P., Kestra Advisory Services, LLC, ENVESTNET ASSET MANAGEMENT INC, FSB PREMIER WEALTH MANAGEMENT, INC., Accel Wealth Management, Cambridge Investment Research Advisors, Inc., BARCLAYS PLC, and Capital Investment Advisory Services, LLC.
This page lists
12
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.