Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / VEST US EQUITY B
-
Number of holders
-
13
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Total 13F shares, excl. options
-
623,854
-
Shares change
-
+16,749
-
Total reported value, excl. options
-
$19,428,128
-
Value change
-
+$492,954
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Number of buys
-
8
-
Number of sells
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-6
-
Price
-
$31.15
Significant Holders of FIRST TR EXCHNG TRADED FD VI - VEST US EQUITY B (XIMR) as of Q4 2024
17 filings reported holding XIMR - FIRST TR EXCHNG TRADED FD VI - VEST US EQUITY B as of Q4 2024.
FIRST TR EXCHNG TRADED FD VI - VEST US EQUITY B (XIMR) has 13 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 623,854 shares
.
Largest 10 shareholders include Cetera Investment Advisers (482,570 shares), Castleview Partners, LLC (25,502 shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (22,514 shares), Rockefeller Capital Management L.P. (22,012 shares), FSB PREMIER WEALTH MANAGEMENT, INC. (14,723 shares), OLD MISSION CAPITAL LLC (14,177 shares), Kestra Advisory Services, LLC (13,448 shares), ENVESTNET ASSET MANAGEMENT INC (13,385 shares), Cambridge Investment Research Advisors, Inc. (6,819 shares), and BARCLAYS PLC (6,103 shares).
This table shows the top 13 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.