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 | 587k | $21M | 22% | Dec 2023 |
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Advisor Group Holdings | 223k | $8.0M | -8% | Dec 2023 |
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Kestra Advisory Services | 147k | $5.3M | 73% | Dec 2023 |
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Lincoln National | 112k | $4.0M | 1% | Dec 2023 |
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Millington Financial Advisors | 99k | $3.5M | 100% | Dec 2023 |
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Mariner Wealth Advisors | 72k | $2.6M | 14% | Dec 2023 |
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Kraematon Investment Advisors | 61k | $2.2M | 100% | Dec 2023 |
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WealthPlan Investment Management | 51k | $1.8M | -46% | Dec 2023 |
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First Heartland Consultants | 46k | $1.7M | -1% | Dec 2023 |
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Cambridge Investment Research Advisors | 42k | $1.5M | 48% | Dec 2023 |
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Mutual Advisors | 26k | $918k | 32% | Dec 2023 |
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AE Wealth Management | 21k | $768k | -19% | Dec 2023 |
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Diligent Investors | 21k | $735k | 28% | Dec 2023 |
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Cambridge Advisors | 18k | $666k | -3% | Mar 2024 |
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Harbour Investments | 16k | $571k | 512% | Dec 2023 |
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Echo Wealth Management | 14k | $491k | -2% | Dec 2023 |
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Wealthsource Partners | 13k | $471k | 0% | Dec 2023 |
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Grant Street Asset Management | 12k | $419k | -7% | Dec 2023 |
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Kestra Private Wealth Services | 11k | $402k | -17% | Dec 2023 |
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LexAurum Advisors | 11k | $399k | 100% | Dec 2023 |
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Crown Wealth Group | 11k | $391k | -5% | Dec 2023 |
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Integrity Financial Corp | 10k | $361k | -16% | Dec 2023 |
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Lakeview Capital Partners | 9.3k | $333k | 0% | Dec 2023 |
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Financial Guidance Group | 8.6k | $309k | 0% | Dec 2023 |
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Change Path | 8.2k | $295k | 100% | Dec 2023 |
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Silver Oak Securities | 7.6k | $274k | 100% | Dec 2023 |
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Proequities | 7.4k | $267M | 21% | Dec 2023 |
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Secured Retirement Advisors | 7.3k | $263k | 100% | Dec 2023 |
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Janney Montgomery Scott | 7.1k | $255k | 8% | Dec 2023 |
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IFP Advisors | 6.5k | $233k | 191% | Dec 2023 |
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CI Private Wealth | 6.2k | $223k | 100% | Dec 2023 |
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Advisory Services Network | 6.1k | $221k | 100% | Dec 2023 |
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Arlington Capital Management | 5.8k | $208k | 100% | Dec 2023 |
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Royal Bank of Canada | 5.0k | $180k | -11% | Dec 2023 |
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UBS Group | 2.9k | $102k | 100% | Dec 2023 |
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Blue Bell Private Wealth Management | 2.4k | $86k | 100% | Dec 2023 |
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DHJJ Financial Advisors | 2.0k | $74k | 0% | Mar 2024 |
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Steward Partners Investment Advisory | 1.5k | $53k | 0% | Dec 2023 |
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Who sold out of First Tr Exchng Traded Fd Vi?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Feltz Wealth PLAN | Sep 2023 | 62k | $2.1M |
Atria Wealth Solutions | Sep 2023 | 6.3k | $212k |
Cape Investment Advisory | Sep 2023 | 4.6k | $155k |
PFS Partners | Dec 2023 | 3.4k | $122k |