Q1 2023 13F Holders as of 3/31/2023
-
Type / Class
-
Equity / VEST BUFFERED
-
Number of holders
-
45
-
Total 13F shares, excl. options
-
4.97M
-
Shares change
-
-1.28M
-
Total reported value, excl. options
-
$94.1M
-
Value change
-
-$23.7M
-
Number of buys
-
21
-
Number of sells
-
-26
-
Price
-
$19.01
Significant Holders of FIRST TR EXCHNG TRADED FD VI - VEST BUFFERED (BUFT) as of Q1 2023
54 filings reported holding BUFT - FIRST TR EXCHNG TRADED FD VI - VEST BUFFERED as of Q1 2023.
FIRST TR EXCHNG TRADED FD VI - VEST BUFFERED (BUFT) has 45 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4.97M shares
.
Largest 10 shareholders include Sweet Financial Partners, LLC (916K shares), FDx Advisors, Inc. (879K shares), Glen Eagle Advisors, LLC (597K shares), ENVESTNET ASSET MANAGEMENT INC (367K shares), ADVISOR GROUP HOLDINGS, INC. (353K shares), COMMONWEALTH EQUITY SERVICES, LLC (350K shares), SYNOVUS FINANCIAL CORP (238K shares), Sterling Manor Financial, LLC (184K shares), Marshall Financial Group LLC (162K shares), and Cetera Advisors LLC (162K shares).
This table shows the top 45 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.