Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / FT VEST US EQUIT
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Number of holders
-
31
-
Total 13F shares, excl. options
-
660,351
-
Shares change
-
+639,986
-
Total reported value, excl. options
-
$20,148,042
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Value change
-
+$19,526,706
-
Number of buys
-
29
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Price
-
$30.51
Significant Holders of FIRST TR EXCHNG TRADED FD VI - FT VEST US EQUIT (OCTM) as of Q4 2024
31 filings reported holding OCTM - FIRST TR EXCHNG TRADED FD VI - FT VEST US EQUIT as of Q4 2024.
FIRST TR EXCHNG TRADED FD VI - FT VEST US EQUIT (OCTM) has 31 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 660,351 shares
.
Largest 10 shareholders include Maia Wealth LLC (173,433 shares), Kestra Advisory Services, LLC (86,768 shares), Cambridge Investment Research Advisors, Inc. (40,428 shares), COMMONWEALTH EQUITY SERVICES, LLC (36,234 shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (30,907 shares), LVZ, Inc. (28,914 shares), Nicholson Wealth Management Group, LLC (24,186 shares), WealthPLAN Partners, LLC (23,220 shares), Capasso Planning Partners LLC (21,390 shares), and AE Wealth Management LLC (19,040 shares).
This table shows the top 31 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.