Q1 2025 13F Holders as of 31 Mar 2025
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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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32
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Total 13F shares, excl. options
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392K
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Shares change
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-72.4K
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Total reported value, excl. options
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$12.4M
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Value change
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-$2.31M
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Number of buys
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7
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Number of sells
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-13
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Price
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$31.70
Significant Holders of FIRST TR EXCHNG TRADED FD VI - VEST US EQUITY M (AUGM) as of Q1 2025
36 filings reported holding AUGM - FIRST TR EXCHNG TRADED FD VI - VEST US EQUITY M as of Q1 2025.
FIRST TR EXCHNG TRADED FD VI - VEST US EQUITY M (AUGM) has 32 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 392K shares
.
Largest 10 shareholders include Maia Wealth LLC (49.2K shares), Clear Creek Financial Management, LLC (42.2K shares), Kestra Advisory Services, LLC (32.4K shares), Grantvest Financial Group LLC (27.7K shares), Cetera Investment Advisers (20K shares), Glen Eagle Advisors, LLC (18.7K shares), IFP Advisors, Inc (16K shares), Main Street Financial Solutions, LLC (15.5K shares), COMMONWEALTH EQUITY SERVICES, LLC (13.2K shares), and OLD MISSION CAPITAL LLC (13.1K shares).
This table shows the top 32 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.