Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / VEST BUFFERED
-
Number of holders
-
60
-
Total 13F shares, excl. options
-
4,475,728
-
Shares change
-
-349,384
-
Total reported value, excl. options
-
$105,439,340
-
Value change
-
-$8,106,842
-
Number of buys
-
17
-
Number of sells
-
-34
-
Price
-
$23.56
Significant Holders of FIRST TR EXCHNG TRADED FD VI - VEST BUFFERED (BUFT) as of Q2 2025
66 filings reported holding BUFT - FIRST TR EXCHNG TRADED FD VI - VEST BUFFERED as of Q2 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 4,475,728 shares
.
Largest 10 shareholders include Glen Eagle Advisors, LLC (1,003,870 shares), Centennial Wealth Advisory LLC (631,353 shares), ENVESTNET ASSET MANAGEMENT INC (360,007 shares), CWM, LLC (226,900 shares), Geneos Wealth Management Inc. (223,464 shares), LPL Financial LLC (212,630 shares), Cetera Investment Advisers (179,290 shares), SYNOVUS FINANCIAL CORP (164,412 shares), ASSETMARK, INC (117,333 shares), and Lunt Capital Management, Inc. (109,857 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.