Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / VEST BUFFERED
-
Number of holders
-
60
-
Total 13F shares, excl. options
-
4.77M
-
Shares change
-
+192K
-
Total reported value, excl. options
-
$107M
-
Value change
-
+$4.32M
-
Number of buys
-
24
-
Number of sells
-
-30
-
Price
-
$22.45
Significant Holders of FIRST TR EXCHNG TRADED FD VI - VEST BUFFERED (BUFT) as of Q1 2025
69 filings reported holding BUFT - FIRST TR EXCHNG TRADED FD VI - VEST BUFFERED as of Q1 2025.
FIRST TR EXCHNG TRADED FD VI - VEST BUFFERED (BUFT) has 60 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4.77M shares
.
Largest 10 shareholders include Glen Eagle Advisors, LLC (1.09M shares), Centennial Wealth Advisory LLC (636K shares), ENVESTNET ASSET MANAGEMENT INC (398K shares), LPL Financial LLC (378K shares), COMMONWEALTH EQUITY SERVICES, LLC (233K shares), CWM, LLC (230K shares), Cetera Investment Advisers (184K shares), SYNOVUS FINANCIAL CORP (166K shares), Geneos Wealth Management Inc. (135K shares), and Lunt Capital Management, Inc. (126K shares).
This table shows the top 60 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.