Q3 2024 13F Holders as of 9/30/2024
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Type / Class
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Equity / VEST US EQUITY M
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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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670K
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Shares change
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+670K
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Total reported value, excl. options
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$21.2M
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Value change
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+$21.2M
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Number of buys
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29
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Price
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$31.58
Significant Holders of FIRST TR EXCHNG TRADED FD VI - VEST US EQUITY M (AUGM) as of Q3 2024
29 filings reported holding AUGM - FIRST TR EXCHNG TRADED FD VI - VEST US EQUITY M as of Q3 2024.
FIRST TR EXCHNG TRADED FD VI - VEST US EQUITY M (AUGM) has 29 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 670K shares
.
Largest 10 shareholders include WealthPlan Investment Management, LLC (179K shares), WealthPLAN Partners, LLC (92K shares), Kestra Advisory Services, LLC (83.2K shares), Maia Wealth LLC (28.2K shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (27.9K shares), JANE STREET GROUP, LLC (24.2K shares), Cetera Investment Advisers (20.9K shares), Glen Eagle Advisors, LLC (18.7K shares), Clear Creek Financial Management, LLC (17.5K shares), and IFP Advisors, Inc (16K 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.