Purchases and Sales Made in Q3 2025 in First Tr Exchange Traded Fd Vi (XPND)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd Vi (XPND) during Q3 2025. The information is specifically focused on institutions that hold shares of FIRST TR EXCHANGE TRADED FD VI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
13.4K+ 9.47% |
$444K - $492K
|
155K
$5.59M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
6.75KNew |
$224K - $248K
|
6.75K
$244K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.69KNew |
$222K - $246K
|
6.69K
$242K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.08K+ 47.17% |
$102K - $113K
|
9.61K
$347K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.48K+ 26.11% |
$82.2K - $91.1K
|
12K
$433K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.66K+ 51.3% |
$55K - $60.9K
|
4.88K
$177K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.23KNew |
$40.8K - $45.2K
|
1.23K
$44.4K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.14K+ 13.94% |
$38K - $42K
|
9.35K
$338K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.06KNew |
$35.1K - $38.9K
|
1.06K
$38.2K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
897+ 9.93% |
$29.8K - $33K
|
9.93K
$359K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
576+ 1.94% |
$19.1K - $21.2K
|
30.3K
$1.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
545+ 6.8% |
$18.1K - $20K
|
8.56K
$310K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
447+ 0.45% |
$14.8K - $16.4K
|
101K
$3.63M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
400+ 2.91% |
$13.3K - $14.7K
|
14.1K
$511K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
258+ 0.74% |
$8.56K - $9.48K
|
35.1K
$1.27M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
44New |
$1.46K - $1.62K
|
44
$1.59K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-250- 0.77% |
$8.3K - $9.19K
|
32.2K
$1.16M
|
|
|
Nov 13, 2025
Q3 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-302- 8.67% |
$10K - $11.1K
|
3.18K
$115K
|
|
|
Nov 17, 2025
Q3 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-2.4K- 10.54% |
$79.7K - $88.2K
|
20.4K
$737K
|
|