Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
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Equity / VEST INVESTMENT
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Number of holders
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22
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Total 13F shares, excl. options
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1.93M
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Shares change
-
+1.63M
-
Total reported value, excl. options
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$39.2M
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Value change
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+$33.2M
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Number of buys
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17
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Number of sells
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-2
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Price
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$20.32
Significant Holders of FIRST TR EXCHANGE-TRADED FD - VEST INVESTMENT (LQTI) as of Q2 2025
22 filings reported holding LQTI - FIRST TR EXCHANGE-TRADED FD - VEST INVESTMENT as of Q2 2025.
FIRST TR EXCHANGE-TRADED FD - VEST INVESTMENT (LQTI) has 22 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.93M shares
.
Largest 10 shareholders include COMMONWEALTH EQUITY SERVICES, LLC (517K shares), SMART Wealth LLC (220K shares), Prosperity Financial Group, Inc. (167K shares), Aptus Capital Advisors, LLC (140K shares), GUARDIAN WEALTH ADVISORS, LLC / NC (140K shares), OneDigital Investment Advisors LLC (116K shares), American Financial Advisors, LLC (92.3K shares), Independent Wealth Network Inc. (89.2K shares), Advisory Services Network, LLC (81.2K shares), and Bullseye Investment Management, LLC (75.8K shares).
This table shows the top 22 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.