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 26 institutions that hold shares in the stock, with a total of 506,192 shares, which have been reported (via 13F filing form) to have a value of $18.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
154,647
shares
|
$5.59 Million
0.06% of portfolio
|
Q3 2025
Added 9.47%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
100,542
shares
|
$3.63 Million
0.01% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Bullseye Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
37,936
shares
|
$1.37 Million
2.05% of portfolio
|
Q1 2025
Added 54.69%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
35,128
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
32,213
shares
|
$1.16 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
30,292
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
Harvest Investment Services, LLC
|
Nov 17, 2025 Q3 2025 |
20,389
shares
|
$737,062
0.16% of portfolio
|
Q3 2025
Reduced 10.54%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
14,125
shares
|
$510,618
0.05% of portfolio
|
Q3 2025
Added 2.91%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
11,969
shares
|
$432,679
0.0% of portfolio
|
Q3 2025
Added 26.11%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
9,932
shares
|
$359,041
0.01% of portfolio
|
Q3 2025
Added 9.93%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
9,609
shares
|
$347,365
0.0% of portfolio
|
Q3 2025
Added 47.17%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
9,353
shares
|
$338,110
0.01% of portfolio
|
Q3 2025
Added 13.94%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
8,562
shares
|
$309,516
0.0% of portfolio
|
Q3 2025
Added 6.8%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
6,746
shares
|
$243,867
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
6,687
shares
|
$241,735
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
4,884
shares
|
$176,556
0.0% of portfolio
|
Q3 2025
Added 51.3%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
4,600
shares
|
$166,290
0.06% of portfolio
|
Q3 2022
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
3,180
shares
|
$114,957
0.02% of portfolio
|
Q3 2025
Reduced 8.67%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
1,832
shares
|
$66,226
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
1,229
shares
|
$44,428
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
1,058
shares
|
$38,246
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
730
shares
|
$26,389
0.0% of portfolio
|
Q2 2025
Reduced 63.04%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
504
shares
|
$18,219
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
44
shares
|
$1,590
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1
shares
|
$36
0.0% of portfolio
|
Q2 2025
New holding
|
|