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Disclosery

AUGM FIRST TR EXCHNG TRADED FD VI

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VEST US EQUITY M (fund)

33 managers (33 13F filers) reported a position in AUGM shares at 2025-03-31, 391,671 shares in all. 1 filer opened a position and 3 filers sold out during the quarter.

Managers
33
13F filers
33
New
1
Added
6
Reduced
10
Sold out
3
Shares held by filers
391,671

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Maia Wealth LLC49,170$1.55M0.35%+20,49913F-HRTimeline
Clear Creek Financial Management, LLC42,242$1.34M0.14%+5,25013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC32,438$1.03M<0.01%-50,74713F-HRTimelineGroup
Grantvest Financial Group LLC27,652$876K0.71%-5,80213F-HRTimeline
Cetera Investment Advisers20,014$634K<0.01%+2,36113F-HRTimeline
Glen Eagle Advisors, LLC18,730$594K0.1%013F-HRTimeline
IFP Advisors, Inc16,020$508K0.02%013F-HRTimeline
Main Street Financial Solutions, LLC15,546$493K0.04%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC13,249$420K<0.01%013F-HRTimeline
OLD MISSION CAPITAL LLC13,144$417K0.01%+4,71913F-HRTimeline
AE Wealth Management LLC12,601$399K<0.01%-4,01613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP12,348$391K<0.01%-50013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.12,263$389K<0.01%+4,31313F-HRTimelineGroup
HighTower Advisors, LLC11,800$374K<0.01%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS11,250$357K<0.01%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,944$347K<0.01%-18,25913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC9,896$314K<0.01%-58113F-HRTimelineGroup
Anfield Capital Management, LLCin group Anfield Capital Management, L…9,050$287K0.11%013F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.9,000$285K<0.01%013F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC8,634$274K0.06%013F-HRTimeline
Cambridge Investment Research Advisors,…8,358$265K<0.01%-56813F-HRTimeline
Ashton Thomas Private Wealth, LLC8,165$259K0.01%-80013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC5,758$183K<0.01%+2,75813F-HR/ATimelineGroup
Geneos Wealth Management Inc.4,195$133K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.3,037$96.3K<0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC2,393$75.8K0.02%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,536$49K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV1,483$47K<0.01%013F-HRTimeline
Noble Wealth Management PBC400$12.7K0.01%013F-HRTimeline
Creekmur Asset Management LLC234$7.42K<0.01%-1,08513F-HRTimeline
UBS Group AGin group UBS Group AG89$2.82K<0.01%new13F-HRTimelineGroup
Integrity Financial Corp /WA32$1.01K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-1,60013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.

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