Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / VEST US MAX BUFF
-
Number of holders
-
29
-
Total 13F shares, excl. options
-
396,024
-
Shares change
-
-3,508
-
Total reported value, excl. options
-
$12,454,681
-
Value change
-
-$97,793
-
Number of buys
-
10
-
Number of sells
-
-10
-
Price
-
$31.43
Significant Holders of FIRST TR EXCHNG TRADED FD VI - VEST US MAX BUFF (JULM) as of Q4 2024
33 filings reported holding JULM - FIRST TR EXCHNG TRADED FD VI - VEST US MAX BUFF as of Q4 2024.
FIRST TR EXCHNG TRADED FD VI - VEST US MAX BUFF (JULM) has 29 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 396,024 shares
.
Largest 10 shareholders include COMMONWEALTH EQUITY SERVICES, LLC (69,635 shares), Cambridge Investment Research Advisors, Inc. (40,488 shares), OLD MISSION CAPITAL LLC (25,061 shares), Glen Eagle Advisors, LLC (24,725 shares), Cetera Investment Advisers (22,044 shares), Mutual Advisors, LLC (19,514 shares), Kestra Advisory Services, LLC (17,285 shares), TOWNSQUARE CAPITAL LLC (17,282 shares), Clear Creek Financial Management, LLC (15,611 shares), and SUSQUEHANNA INTERNATIONAL GROUP, LLP (15,302 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.