Who owns FIRST TR EXCHNG TRADED FD VI?
- Ticker: XSEP
- CUSIP Number: 33740u810
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Analyze quarterly positions in First Tr Exchng Traded Fd Vi with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold FIRST TR EXCHNG TRADED FD VI this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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Commonwealth Equity Services | 572k | $21M | -3% | Mar 2024 |
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Advisor Group Holdings | 209k | $7.7M | -6% | Mar 2024 |
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Kestra Advisory Services | 147k | $5.3M | 73% | Dec 2023 |
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Lincoln National | 111k | $4.1M | 0% | Mar 2024 |
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Millington Financial Advisors | 95k | $3.5M | -3% | Mar 2024 |
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Mariner Wealth Advisors | 73k | $2.7M | 2% | Mar 2024 |
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Envestnet Asset Management | 64k | $2.4M | -50% | Mar 2024 |
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Kraematon Investment Advisors | 61k | $2.2M | -1% | Mar 2024 |
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First Heartland Consultants | 41k | $1.5M | -10% | Mar 2024 |
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Jane Street | 39k | $1.4M | 100% | Mar 2024 |
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Holistic Planning | 32k | $1.2M | 100% | Mar 2024 |
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Mutual Advisors | 25k | $921k | -3% | Mar 2024 |
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Sequent Planning | 24k | $875k | 100% | Mar 2024 |
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Goldman Sachs Group | 23k | $847k | 100% | Mar 2024 |
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Clear Point Advisors | 22k | $810k | 0% | Mar 2024 |
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Diligent Investors | 21k | $759k | 0% | Mar 2024 |
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Susquehanna International | 19k | $712k | 100% | Mar 2024 |
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Cambridge Investment Research Advisors | 18k | $680k | -57% | Mar 2024 |
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Cambridge Advisors | 18k | $666k | -3% | Mar 2024 |
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AE Wealth Management | 16k | $609k | -22% | Mar 2024 |
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Harbour Investments | 16k | $571k | 512% | Dec 2023 |
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Wealthsource Partners | 13k | $471k | 0% | Dec 2023 |
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LPL Financial | 12k | $426k | 100% | Mar 2024 |
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LexAurum Advisors | 11k | $399k | 100% | Dec 2023 |
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Crown Wealth Group | 11k | $404k | 0% | Mar 2024 |
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Integrity Financial Corp | 10k | $373k | 0% | Mar 2024 |
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Lakeview Capital Partners | 9.7k | $359k | 5% | Mar 2024 |
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Grant Street Asset Management | 9.0k | $333k | -23% | Mar 2024 |
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Financial Guidance Group | 8.6k | $319k | 0% | Mar 2024 |
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Aptus Capital Advisors | 8.6k | $319k | 100% | Mar 2024 |
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Change Path | 8.2k | $295k | 100% | Dec 2023 |
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Proequities | 7.4k | $276M | 0% | Mar 2024 |
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Silver Oak Securities | 7.2k | $266k | -6% | Mar 2024 |
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Kestra Private Wealth Services | 6.8k | $254k | -39% | Mar 2024 |
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IFP Advisors | 6.5k | $233k | 191% | Dec 2023 |
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Echo Wealth Management | 6.3k | $233k | -54% | Mar 2024 |
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CI Private Wealth | 6.2k | $230k | 0% | Mar 2024 |
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Advisory Services Network | 6.1k | $228k | 0% | Mar 2024 |
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Arlington Capital Management | 5.8k | $214k | -1% | Mar 2024 |
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Janney Montgomery Scott | 5.6k | $207k | -21% | Mar 2024 |
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Citadel Advisors | 5.5k | $204k | 100% | Mar 2024 |
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Blue Bell Private Wealth Management | 2.4k | $89k | 0% | Mar 2024 |
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DHJJ Financial Advisors | 2.0k | $74k | 0% | Mar 2024 |
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Steward Partners Investment Advisory | 1.5k | $55k | 0% | Mar 2024 |
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UBS Group | 1.1k | $39k | -63% | Mar 2024 |
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Royal Bank of Canada | 291.00 | $11k | -94% | Mar 2024 |
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Morgan Stanley | 40.00 | $1.5k | 0% | Mar 2024 |
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Who sold out of First Tr Exchng Traded Fd Vi?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
WealthPlan Investment Management | Dec 2023 | 51k | $1.8M |
Secured Retirement Advisors | Dec 2023 | 7.3k | $263k |
Cape Investment Advisory | Sep 2023 | 4.6k | $155k |
PFS Partners | Dec 2023 | 3.4k | $122k |
Northwestern Mutual Wealth Management Company | Sep 2023 | 1.3k | $44k |