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 16 institutions that hold shares in the stock, with a total of 436,488 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 |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
221,225
shares
|
$7.24 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Harvest Investment Services, LLC
|
Feb 14, 2025 Q4 2024 |
39,830
shares
|
$1.3 Million
0.32% of portfolio
|
Q4 2024
Added 41.91%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
33,536
shares
|
$1.1 Million
0.0% of portfolio
|
Q4 2024
Added 2.56%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
26,474
shares
|
$866,758
0.0% of portfolio
|
Q4 2024
Added 6.88%
|
|
|
Bullseye Investment Management, LLC
|
Feb 12, 2025 Q4 2024 |
24,524
shares
|
$802,915
1.3% of portfolio
|
Q4 2024
New holding
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
Feb 14, 2025 Q4 2024 |
20,493
shares
|
$670,940
0.44% of portfolio
|
Q4 2024
Reduced 11.99%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
18,522
shares
|
$606,410
0.03% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Bka Wealth Consulting, Inc.
|
Jan 13, 2025 Q4 2024 |
15,204
shares
|
$497,778
0.51% of portfolio
|
Q4 2024
Added 45.24%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
14,833
shares
|
$485,632
0.0% of portfolio
|
Q4 2024
Reduced 35.82%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
5,365
shares
|
$175,650
0.01% of portfolio
|
Q4 2024
Reduced 12.02%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
4,600
shares
|
$150,604
0.06% of portfolio
|
Q3 2022
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
1,832
shares
|
$59,979
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
804
shares
|
$26,322
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
730
shares
|
$23,900
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
238
shares
|
$7,792
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1
shares
|
$32
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|