CUSIP 33740U356VEST US EQTY MAXMAYMQ4 2025
Aggregate 13F value by quarter
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21 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Concentrum Wealth Management | 48.9K | $1.58M | −45.8K | Reduced |
| 2 | Imc-Chicago, LLC | 42.3K | $1.36M | +42.3K | New |
| 3 | Old Mission Capital LLC | 23.4K | $753.2K | −1.5K | Reduced |
| 4 | Captrust Financial Advisors | 21.3K | $684.4K |
| 0 |
| Held |
| 5 | Commonwealth Equity Services, LLC | 14.0K | $452.2K | −3.6K | Reduced |
| 6 | Precedent Wealth Partners, LLC | 11.8K | $379.8K | 0 | Held |
| 7 | Wells Fargo & Company/Mn | 11.0K | $354.2K | +11.0K | New |
| 8 | Eversource Wealth Advisors, LLC | 10.0K | $322.0K | −8.0K | Reduced |
| 9 | Harbour Investments, Inc. | 9.7K | $312.6K | −1.7K | Reduced |
| 10 | Susquehanna International Group, LLP | 7.9K | $253.1K | −2.3K | Reduced |
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