Who Owns FIRST TR EXCHNG TRADED FD VI (XPND)? -- Institutional Holders (2026-06-30)

33 institutions reported holding $23.8M of FIRST TR EXCHNG TRADED FD VI (XPND) in SEC 13F filings for 2026-06-30. Largest institutional holders: Integrated Wealth Concepts LLC ($6.8M), OSAIC HOLDINGS, INC. ($3.6M), HighTower Advisors, LLC ($1.7M), Cambridge Investment Research Advisors, Inc. ($1.5M), NATIONS FINANCIAL GROUP INC, /IA/ /ADV ($1.2M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Integrated Wealth Concepts LLC	$6.8M	163,627	Trimmed
2	OSAIC HOLDINGS, INC.	$3.6M	86,726	Added
3	HighTower Advisors, LLC	$1.7M	40,208	Added
4	Cambridge Investment Research Advisors, Inc.	$1.5M	36,760	Added
5	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	$1.2M	29,064	Trimmed
6	CITADEL ADVISORS LLC	$980,844	23,441	Added
7	Harvest Investment Services, LLC	$877,868	20,980	Added
8	Clear Creek Financial Management, LLC	$823,681	19,685	Added
9	Bullseye Investment Management, LLC	$758,532	18,128	Added
10	LPL Financial LLC	$720,789	17,226	Added
11	Sanctuary Advisors, LLC	$605,783	14,477	Added
12	GOLDMAN SACHS GROUP INC	$578,606	13,828	New
13	ENVESTNET ASSET MANAGEMENT INC	$560,990	13,407	Added
14	Foundations Investment Advisors, LLC	$509,440	12,175	Added
15	&PARTNERS	$447,428	10,693	Trimmed
16	Arkadios Wealth Advisors	$412,907	9,868	Added
17	KESTRA PRIVATE WEALTH SERVICES, LLC	$349,947	8,363	Added
18	Concurrent Investment Advisors, LLC	$244,953	5,854	New
19	Cetera Investment Advisers	$216,461	5,173	New
20	Geneos Wealth Management Inc.	$204,681	4,892	Trimmed
21	HAZLETT, BURT & WATSON, INC.	$176,000	4,200	Hold
22	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$117,459	2,866	Hold
23	PRIVATE TRUST CO NA	$79,502	1,900	Hold
24	HARBOUR INVESTMENTS, INC.	$76,694	1,833	Added
25	IFP Advisors, Inc	$44,270	1,058	Hold

来源：SEC 13F 申报文件 · 截至 2026-06-30