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Disclosery

AUGM FIRST TR EXCHNG TRADED FD VI

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VEST US EQUITY M (fund)

35 managers (35 13F filers) reported a position in AUGM shares at 2024-12-31, 464,093 shares in all. 7 filers opened a position and 4 filers sold out during the quarter.

Managers
35
13F filers
35
New
7
Added
6
Reduced
7
Sold out
4
Shares held by filers
464,093

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

Each filer's latest stake. The shares are the aggregate the reporting persons state, which can include entities that file no 13F.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC83,185$2.65M0.01%+2413F-HRTimelineGroup
Clear Creek Financial Management, LLC36,992$1.18M0.13%+19,46013F-HRTimeline
Grantvest Financial Group LLC33,454$1.07M1.19%13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…29,203$930K<0.01%+1,32813F-HRTimelineGroup
Maia Wealth LLC28,671$913K0.2%+47213F-HRTimeline
Glen Eagle Advisors, LLC18,730$597K0.1%013F-HRTimeline
Cetera Investment Advisers17,653$562K<0.01%-3,20913F-HRTimeline
AE Wealth Management LLC16,617$529K<0.01%+2,19213F-HRTimeline
IFP Advisors, Inc16,020$510K0.02%013F-HRTimeline
Main Street Financial Solutions, LLC15,546$495K0.05%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC13,249$422K<0.01%+12113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP12,848$409K<0.01%-45013F-HRTimelineGroup
Atria Wealth Solutions, Inc.12,518$399K<0.01%013F-HRTimeline
HighTower Advisors, LLC11,800$376K<0.01%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS11,250$358K<0.01%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC10,477$334K<0.01%new13F-HRTimelineGroup
GPS Wealth Strategies Group, LLC9,655$308K0.04%-55013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…9,050$288K0.1%013F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.9,000$287K<0.01%-1,00013F-HRTimeline
Ashton Thomas Private Wealth, LLC8,965$286K0.01%new13F-HRTimeline
Cambridge Investment Research Advisors,…8,926$284K<0.01%-34813F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC8,634$275K0.06%013F-HRTimeline
OLD MISSION CAPITAL LLC8,425$268K0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,950$253K<0.01%-40013F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC6,280$200K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.4,195$134K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.3,037$96.8K<0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC3,000$95.6K<0.01%new13F-HR/ATimelineGroup
Wood Tarver Financial Group, LLC2,393$76K0.03%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…1,600$51.4K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,536$49K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV1,483$47.2K<0.01%new13F-HRTimeline
Creekmur Asset Management LLC1,319$42K0.01%-113F-HRTimeline
Noble Wealth Management PBC400$12.7K0.01%13F-HRTimeline
Integrity Financial Corp /WA32$1.02K<0.01%013F-HRTimeline

Events

  • FIRST TRUST PORTFOLIOS LP and 2 other reporting persons reported 165,546 AUGM shares, 8.95% of the class, as of 2026-09-30, in a 13G/A filed 2026-10-07. 0001445546-26-007471

    Accepted , ingested