Q2 2024 13F Holders as of 6/30/2024
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Type / Class
-
Equity / VEST US EQUITY M
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Number of holders
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27
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Total 13F shares, excl. options
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804K
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Shares change
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+804K
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Total reported value, excl. options
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$24.6M
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Value change
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+$24.6M
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Number of buys
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27
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Price
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$30.55
Significant Holders of FIRST TR EXCHNG TRADED FD VI - VEST US EQUITY M (JUNM) as of Q2 2024
27 filings reported holding JUNM - FIRST TR EXCHNG TRADED FD VI - VEST US EQUITY M as of Q2 2024.
FIRST TR EXCHNG TRADED FD VI - VEST US EQUITY M (JUNM) has 27 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 804K shares
.
Largest 10 shareholders include Mutual Advisors, LLC (221K shares), COMMONWEALTH EQUITY SERVICES, LLC (169K shares), Donald L. Hagan, LLC (92.5K shares), Encompass More Asset Management (46.4K shares), Cresset Asset Management, LLC (42K shares), Creekmur Asset Management LLC (26.7K shares), Owen LaRue, LLC (22.4K shares), CITADEL ADVISORS LLC (21.5K shares), Clear Creek Financial Management, LLC (19.6K shares), and StoneX Group Inc. (18.4K shares).
This table shows the top 27 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.