Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / VEST BUFFERED
-
Number of holders
-
72
-
Total 13F shares, excl. options
-
6,926,553
-
Shares change
-
+43,945
-
Total reported value, excl. options
-
$155,870,075
-
Value change
-
+$1,477,495
-
Number of buys
-
43
-
Number of sells
-
27
-
Price
-
$22.52
Institutional Holders of FIRST TR EXCHNG TRADED FD VI - VEST BUFFERED (BUFG) as of Q1 2024
As of 31 Mar 2024 FIRST TR EXCHNG TRADED FD VI - VEST BUFFERED (BUFG) had 72 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 6,926,553 shares of stock of the company.
Largest 10 holders included COMMONWEALTH EQUITY SERVICES, LLC, CWM, LLC, ENVESTNET ASSET MANAGEMENT INC, LPL Financial LLC, Cetera Investment Advisers, SYNOVUS FINANCIAL CORP, OSAIC HOLDINGS, INC., Pitti Group Wealth Management, LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, and WORLD EQUITY GROUP, INC..
This table shows 72 institutional shareholders of the security as of 31 Mar 2024.
| 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.