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 22 institutions that hold shares in the stock, with a total of 466,805 shares, which have been reported (via 13F filing form) to have a value of $16 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
141,266
shares
|
$4.85 Million
0.05% of portfolio
|
Q2 2025
Reduced 6.79%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
96,270
shares
|
$3.31 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Bullseye Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
37,936
shares
|
$1.3 Million
2.05% of portfolio
|
Q1 2025
Added 54.69%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
34,870
shares
|
$1.2 Million
0.0% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
32,463
shares
|
$1.12 Million
0.08% of portfolio
|
Q2 2025
Reduced 4.79%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
29,716
shares
|
$1.02 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
22,790
shares
|
$782,836
0.19% of portfolio
|
Q2 2025
Reduced 3.6%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
13,725
shares
|
$471,453
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
9,491
shares
|
$326,015
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
9,035
shares
|
$310,352
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
8,209
shares
|
$281,979
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
8,017
shares
|
$275,383
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
6,529
shares
|
$224,271
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
4,600
shares
|
$158,010
0.06% of portfolio
|
Q3 2022
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
3,482
shares
|
$119,606
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
3,228
shares
|
$110,881
0.0% of portfolio
|
Q2 2025
Reduced 11.66%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
2,111
shares
|
$72,512
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
1,832
shares
|
$62,929
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
730
shares
|
$25,075
0.0% of portfolio
|
Q2 2025
Reduced 63.04%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
504
shares
|
$17,312
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1
shares
|
$34
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|