Institutional Ownership First Tr Exchange Traded Fd Vi (XPND)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd Vi (XPND). We have compiled data on the 15 institutions that hold shares in the stock, with a total of 450,051 shares, which have been reported (via 13F filing form) to have a value of $14.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
151,562
shares
|
$4.82 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
98,632
shares
|
$3.14 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.39%
|
|
|
Bullseye Investment Management, LLC
|
May 15, 2025 Q1 2025 |
37,936
shares
|
$1.21 Million
1.82% of portfolio
|
Q1 2025
Added 54.69%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
34,748
shares
|
$1.11 Million
0.0% of portfolio
|
Q1 2025
Added 3.61%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
34,096
shares
|
$1.08 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
30,110
shares
|
$958,100
0.0% of portfolio
|
Q1 2025
Added 13.73%
|
|
|
Harvest Investment Services, LLC
|
May 15, 2025 Q1 2025 |
23,640
shares
|
$752,224
0.21% of portfolio
|
Q1 2025
Reduced 40.65%
|
|
|
Bka Wealth Consulting, Inc.
|
May 02, 2025 Q1 2025 |
17,447
shares
|
$555,163
0.54% of portfolio
|
Q1 2025
Added 14.75%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
9,044
shares
|
$287,780
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
4,600
shares
|
$146,372
0.06% of portfolio
|
Q3 2022
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
3,654
shares
|
$116,270
0.0% of portfolio
|
Q1 2025
Reduced 31.89%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
1,975
shares
|
$62,844
0.0% of portfolio
|
Q1 2025
Added 170.55%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
1,832
shares
|
$58,294
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
775
shares
|
$24,660
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|