Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / VEST HIGH YIELD
-
Number of holders
-
11
-
Total 13F shares, excl. options
-
784,863
-
Shares change
-
+658,033
-
Total reported value, excl. options
-
$15,743,753
-
Value change
-
+$13,199,603
-
Number of buys
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10
-
Number of sells
-
-2
-
Price
-
$20.06
Significant Holders of FIRST TR EXCHANGE-TRADED FD - VEST HIGH YIELD (HYTI) as of Q2 2025
12 filings reported holding HYTI - FIRST TR EXCHANGE-TRADED FD - VEST HIGH YIELD as of Q2 2025.
FIRST TR EXCHANGE-TRADED FD - VEST HIGH YIELD (HYTI) has 11 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 784,863 shares
.
Largest 10 shareholders include Kestra Advisory Services, LLC (396,141 shares), Cambridge Investment Research Advisors, Inc. (97,627 shares), OneDigital Investment Advisors LLC (75,521 shares), Brookstone Capital Management (62,348 shares), Garden State Investment Advisory Services LLC (49,425 shares), Insight Advisors, LLC/ PA (31,620 shares), OLD MISSION CAPITAL LLC (28,965 shares), JANE STREET GROUP, LLC (20,890 shares), Capital Investment Advisory Services, LLC (9,005 shares), and HARBOUR INVESTMENTS, INC. (8,121 shares).
This table shows the top 11 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.