Who Owns FIRST TR EXCHNG TRADED FD VI (XIMR)? -- Institutional Holders (2026-03-31)

Name: FIRST TR EXCHNG TRADED FD VI (XIMR) Institutional Holders (2026-03-31)
Creator: ko.io

25 institutions reported holding $24.9M of FIRST TR EXCHNG TRADED FD VI (XIMR) in SEC 13F filings for 2026-03-31. Largest institutional holders: Cetera Investment Advisers ($13.6M), STEPHENS INC /AR/ ($3.2M), Advisory Resource Group ($890,585), Castleview Partners, LLC ($845,765), Rockefeller Capital Management L.P. ($840,047). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Cetera Investment Advisers	$13.6M	441,171	Trimmed
2	STEPHENS INC /AR/	$3.2M	102,639	Added
3	Advisory Resource Group	$890,585	28,812	Added
4	Castleview Partners, LLC	$845,765	27,362	Added
5	Rockefeller Capital Management L.P.	$840,047	27,177	Added
6	Kestra Advisory Services, LLC	$779,878	25,230	Added
7	LVZ, Inc.	$501,209	16,215	New
8	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$458,213	14,824	New
9	MML INVESTORS SERVICES, LLC	$453,046	14,657	Trimmed
10	Accel Wealth Management	$440,175	14,240	Added
11	OLD MISSION CAPITAL LLC	$408,911	13,229	Trimmed
12	ENVESTNET ASSET MANAGEMENT INC	$378,897	12,258	Added
13	Triad Wealth Partners, LLC	$317,603	10,275	Trimmed
14	Focus Financial Network, Inc.	$315,072	10,193	Trimmed
15	HARBOUR INVESTMENTS, INC.	$299,674	9,695	New
16	UPTICK PARTNERS, LLC	$265,766	8,598	New
17	COMMONWEALTH EQUITY SERVICES, LLC	$239,270	7,741	Added
18	JANE STREET GROUP, LLC	$217,546	7,038	New
19	CITADEL ADVISORS LLC	$201,936	6,533	New
20	BARCLAYS PLC	$199,433	6,452	Hold
21	Capital Investment Advisory Services, LLC	$52,547	1,700	Hold
22	Farther Finance Advisors, LLC	$18,518	598	Trimmed
23	UBS Group AG	$7,542	244	Added
24	OSAIC HOLDINGS, INC.	$0	0	Exited
25	FSB PREMIER WEALTH MANAGEMENT, INC.	$0	0	Exited

Source: SEC Form 13F filings · as of 2026-03-31