Q3 2024 13F Holders as of 9/30/2024
-
Type / Class
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Equity / VEST US EQUITY M
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Number of holders
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54
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Total 13F shares, excl. options
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1.97M
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Shares change
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+1.17M
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Total reported value, excl. options
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$62M
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Value change
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+$36.8M
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Number of buys
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52
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Number of sells
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-4
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Price
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$31.42
Significant Holders of FIRST TR EXCHNG TRADED FD VI - VEST US EQUITY M (JUNM) as of Q3 2024
57 filings reported holding JUNM - FIRST TR EXCHNG TRADED FD VI - VEST US EQUITY M as of Q3 2024.
FIRST TR EXCHNG TRADED FD VI - VEST US EQUITY M (JUNM) has 54 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.97M shares
.
Largest 10 shareholders include COMMONWEALTH EQUITY SERVICES, LLC (242K shares), Mutual Advisors, LLC (242K shares), ENVESTNET ASSET MANAGEMENT INC (148K shares), Encompass More Asset Management (137K shares), Donald L. Hagan, LLC (115K shares), AE Wealth Management LLC (82.1K shares), Gallagher Fiduciary Advisors, LLC (75.3K shares), Atria Wealth Solutions, Inc. (58.7K shares), Cambridge Investment Research Advisors, Inc. (57.1K shares), and Cresset Asset Management, LLC (53.7K shares).
This table shows the top 54 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.