FIRST TR EXCHNG TRADED FD VI - VEST US EQUITY B (XIMR)

Q4 2024 13F Holders as of 31 Dec 2024

Type / Class
Equity / VEST US EQUITY B
Number of holders
13
Total 13F shares, excl. options
623,854
Shares change
+16,749
Total reported value, excl. options
$19,428,128
Value change
+$492,954
Number of buys
8
Number of sells
-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.