CUSIP 33744U105FT VEST LADDEREDBUFHQ4 2025
Aggregate 13F value by quarter
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12 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Pallas Capital Advisors LLC | 143.7K | $3.00M | +143.7K | New |
| 2 | Gps Wealth Strategies Group, LLC | 87.5K | $1.82M | +20.7K | Added |
| 3 | Kingsview Wealth Management, LLC | 60.7K | $1.27M | +24.4K | Added |
| 4 | Old Mission Capital LLC | 33.4K | $696.2K |
| +33.4K |
| New |
| 5 | Wealth Enhancement Advisory Services, LLC | 27.0K | $563.8K | −3.7K | Reduced |
| 6 | Claro Advisors Inc. | 26.0K | $542.4K | +26.0K | New |
| 7 | Mariner, LLC | 20.4K | $424.4K | +20.4K | New |
| 8 | Precedent Wealth Partners, LLC | 13.5K | $280.9K | +13.5K | New |
| 9 | Envestnet Asset Management Inc | 13.1K | $272.8K | +13.1K | New |
| 10 | Newedge Advisors, LLC | 10.5K | $219.5K | +10.5K | New |
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