Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / VEST US EQUITY B
-
Total 13F shares
-
984,270
-
Share change
-
+305,060
-
Total reported value
-
$30,717,139
-
Price per share
-
$31.21
-
Number of holders
-
23
-
Value change
-
+$9,520,451
-
Number of buys
-
18
-
Number of sells
-
4
Institutional Holders of FIRST TR EXCHNG TRADED FD VI - VEST US EQUITY B (XIMR) as of Q2 2025
As of 30 Jun 2025 FIRST TR EXCHNG TRADED FD VI - VEST US EQUITY B (XIMR) had 23 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 984,270 shares of stock of the company.
Largest 10 holders included Cetera Investment Advisers, Foundations Investment Advisors, LLC, Advisory Resource Group, Castleview Partners, LLC, Kestra Advisory Services, LLC, Focus Financial Network, Inc., SUSQUEHANNA INTERNATIONAL GROUP, LLP, Rockefeller Capital Management L.P., ENVESTNET ASSET MANAGEMENT INC, and Accel Wealth Management.
This table shows 23 institutional shareholders of the security as of 30 Jun 2025.
| 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.