Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / VEST U S EQUITY
-
Number of holders
-
17
-
Total 13F shares, excl. options
-
388,479
-
Shares change
-
+197,255
-
Total reported value, excl. options
-
$12,511,707
-
Value change
-
+$6,403,752
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Number of buys
-
14
-
Number of sells
-
-2
-
Price
-
$32.21
Significant Holders of FIRST TR EXCHNG TRADED FD VI - VEST U S EQUITY (RSJN) as of Q3 2024
18 filings reported holding RSJN - FIRST TR EXCHNG TRADED FD VI - VEST U S EQUITY as of Q3 2024.
FIRST TR EXCHNG TRADED FD VI - VEST U S EQUITY (RSJN) has 17 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 388,479 shares
.
Largest 10 shareholders include Maltin Wealth Management, Inc. (127,651 shares), STEPHENS INC /AR/ (72,137 shares), Cetera Investment Advisers (60,882 shares), SECURED RETIREMENT ADVISORS, LLC (32,007 shares), COMMONWEALTH EQUITY SERVICES, LLC (13,187 shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (12,908 shares), United Advisor Group, LLC (11,842 shares), Avidian Wealth Enterprises, LLC (11,143 shares), HARBOUR INVESTMENTS, INC. (8,822 shares), and Strategic Blueprint, LLC (8,209 shares).
This table shows the top 17 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.