Q2 2025 13F Holders as of 6/30/2025
-
Type / Class
-
Equity / VEST LADDERED SM
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Number of holders
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29
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Total 13F shares, excl. options
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3.49M
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Shares change
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-54.4K
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Total reported value, excl. options
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$73.5M
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Value change
-
-$1.05M
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Number of buys
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18
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Number of sells
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-11
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Price
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$21.05
Significant Holders of FIRST TR EXCHNG TRADED FD VI - VEST LADDERED SM (BUFS) as of Q2 2025
32 filings reported holding BUFS - FIRST TR EXCHNG TRADED FD VI - VEST LADDERED SM as of Q2 2025.
FIRST TR EXCHNG TRADED FD VI - VEST LADDERED SM (BUFS) has 29 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3.49M shares
.
Largest 10 shareholders include RAYMOND JAMES FINANCIAL INC (756K shares), ENVESTNET ASSET MANAGEMENT INC (677K shares), NewEdge Advisors, LLC (469K shares), Geneos Wealth Management Inc. (407K shares), Centennial Wealth Advisory LLC (338K shares), Cambridge Investment Research Advisors, Inc. (289K shares), Cetera Investment Advisers (147K shares), B. Riley Wealth Advisors, Inc. (53.1K shares), WORLD EQUITY GROUP, INC. (50.3K shares), and ODonnell Financial Services, LLC (43.6K shares).
This table shows the top 29 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.