Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / VEST BUFFERED
-
Total 13F shares
-
6,926,553
-
Share change
-
+43,945
-
Total reported value
-
$155,870,075
-
Price per share
-
$22.52
-
Number of holders
-
72
-
Value change
-
+$1,477,498
-
Number of buys
-
43
-
Number of sells
-
27
Institutional Holders of FIRST TR EXCHNG TRADED FD VI - VEST BUFFERED (BUFG) as of Q1 2024
As of 31 Mar 2024,
FIRST TR EXCHNG TRADED FD VI - VEST BUFFERED (BUFG) was held by
72 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
6,926,553 shares.
The largest 10 holders included
COMMONWEALTH EQUITY SERVICES, LLC, CWM, LLC, ENVESTNET ASSET MANAGEMENT INC, LPL Financial LLC, Cetera Investment Advisers, SYNOVUS FINANCIAL CORP, OSAIC HOLDINGS, INC., Pitti Group Wealth Management, LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, and WORLD EQUITY GROUP, INC..
This page lists
72
institutional shareholders reporting positions in this security
for the Q1 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.