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 11 institutions that hold shares in the stock, with a total of 396,850 shares, which have been reported (via 13F filing form) to have a value of $12.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
221,225
shares
|
$7.05 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
32,700
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
28,068
shares
|
$894,246
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
24,769
shares
|
$789,140
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
Nov 13, 2024 Q3 2024 |
23,286
shares
|
$741,891
0.48% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
23,111
shares
|
$736,316
0.0% of portfolio
|
Q3 2024
Reduced 8.79%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
18,522
shares
|
$590,110
0.03% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Bka Wealth Consulting, Inc.
|
Jan 13, 2025 Q4 2024 |
15,204
shares
|
$484,399
0.51% of portfolio
|
Q4 2024
Added 45.24%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
5,365
shares
|
$170,928
0.01% of portfolio
|
Q4 2024
Reduced 12.02%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
4,600
shares
|
$146,556
0.06% of portfolio
|
Q3 2022
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|