FIRST TR EXCHNG TRADED FD VI - VEST US MAX BUFF (JULM) Institutional Ownership

13F Institutional Holders and Ownership History from Q3 2024 to Q4 2025

Type / Class
Equity / VEST US MAX BUFF
Symbol
JULM
Price per share
$33.60
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
385,758
Total reported value
$12,810,090
% of total 13F portfolios
0%
Share change
+80,979
Value change
+$2,701,949
Number of holders
36
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 30 Sep 2025, 36 institutional investors reported holding 385,758 shares of FIRST TR EXCHNG TRADED FD VI - VEST US MAX BUFF (JULM).

Institutional Holders of FIRST TR EXCHNG TRADED FD VI - VEST US MAX BUFF (JULM) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 38,244 $1,285,105 -$9,646 $33.60 4
2025 Q3 385,758 $12,810,090 +$2,701,949 $33.20 36
2025 Q2 311,290 $10,135,526 -$290,361 $32.54 27
2025 Q1 320,876 $10,038,155 -$2,358,268 $31.29 27
2024 Q4 396,024 $12,454,681 -$97,793 $31.43 29
2024 Q3 391,782 $12,198,363 +$12,198,363 $31.14 28