Q3 2024 13F Holders as of 9/30/2024
-
Type / Class
-
Equity / VEST BUFFERED
-
Number of holders
-
59
-
Total 13F shares, excl. options
-
4.41M
-
Shares change
-
+296K
-
Total reported value, excl. options
-
$97.5M
-
Value change
-
+$6.57M
-
Number of buys
-
23
-
Number of sells
-
-24
-
Price
-
$22.11
Significant Holders of FIRST TR EXCHNG TRADED FD VI - VEST BUFFERED (BUFT) as of Q3 2024
63 filings reported holding BUFT - FIRST TR EXCHNG TRADED FD VI - VEST BUFFERED as of Q3 2024.
FIRST TR EXCHNG TRADED FD VI - VEST BUFFERED (BUFT) has 59 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4.41M shares
.
Largest 10 shareholders include Glen Eagle Advisors, LLC (944K shares), Centennial Wealth Advisory LLC (637K shares), ENVESTNET ASSET MANAGEMENT INC (399K shares), CWM, LLC (302K shares), LPL Financial LLC (254K shares), Cetera Investment Advisers (184K shares), SYNOVUS FINANCIAL CORP (163K shares), Geneos Wealth Management Inc. (112K shares), Lunt Capital Management, Inc. (108K shares), and COMMONWEALTH EQUITY SERVICES, LLC (96.3K shares).
This table shows the top 59 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.