Q3 2022 13F Holders as of 9/30/2022
-
Type / Class
-
Equity / VEST BUFFERED
-
Number of holders
-
49
-
Total 13F shares, excl. options
-
6.74M
-
Shares change
-
+727K
-
Total reported value, excl. options
-
$122M
-
Value change
-
+$13.1M
-
Number of buys
-
29
-
Number of sells
-
-14
-
Price
-
$18.10
Significant Holders of FIRST TR EXCHNG TRADED FD VI - VEST BUFFERED (BUFT) as of Q3 2022
53 filings reported holding BUFT - FIRST TR EXCHNG TRADED FD VI - VEST BUFFERED as of Q3 2022.
FIRST TR EXCHNG TRADED FD VI - VEST BUFFERED (BUFT) has 49 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6.74M shares
.
Largest 10 shareholders include Sweet Financial Partners, LLC (884K shares), Marshall Financial Group LLC (884K shares), FDx Advisors, Inc. (849K shares), Glen Eagle Advisors, LLC (444K shares), COMMONWEALTH EQUITY SERVICES, LLC (424K shares), ATRIA INVESTMENTS LLC (413K shares), Mariner, LLC (413K shares), ADVISOR GROUP HOLDINGS, INC. (306K shares), ENVESTNET ASSET MANAGEMENT INC (253K shares), and Cetera Advisors LLC (246K shares).
This table shows the top 49 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.