Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / VEST BUFFERED
-
Total 13F shares
-
4,990,529
-
Share change
-
+757,456
-
Total reported value
-
$104,099,523
-
Price per share
-
$20.83
-
Number of holders
-
53
-
Value change
-
+$15,952,435
-
Number of buys
-
16
-
Number of sells
-
28
Institutional Holders of FIRST TR EXCHNG TRADED FD VI - VEST BUFFERED (BUFT) as of Q4 2023
As of 31 Dec 2023,
FIRST TR EXCHNG TRADED FD VI - VEST BUFFERED (BUFT) was held by
53 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,990,529 shares.
The largest 10 holders included
AE Wealth Management LLC, Centennial Wealth Advisory LLC, Glen Eagle Advisors, LLC, Sweet Financial Partners, LLC, FDx Advisors, Inc., ENVESTNET ASSET MANAGEMENT INC, OSAIC HOLDINGS, INC., CWM, LLC, SYNOVUS FINANCIAL CORP, and COMMONWEALTH EQUITY SERVICES, LLC.
This page lists
54
institutional shareholders reporting positions in this security
for the Q4 2023 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.