FIRST TR EXCHNG TRADED FD VI (XIDE)
Institutional ownership reported to the SEC as of Q2 2026, across 11 quarters.
29
Reporting holders
$20.3M
Reported value
0.0%
Calls
0.0%
Puts
+3
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| STEPHENS INC /AR/ | $3.1M | 100,920 | 0.03% | 4q | -3.4%-$109.0K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.5M | 81,607 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $2.4M | 80,243 | 0.03% | 9q | HELD |
| Advisory Resource Group | $2.1M | 68,886 | 0.31% | 7q | HELD |
| Accel Wealth Management | $1.5M | 47,889 | 0.33% | 11q | +1.4%+$20.8K |
| ENVESTNET ASSET MANAGEMENT INC | $885.2K | 29,134 | 0.00% | 7q | +124.1%+$490.2K |
| OneDigital Investment Advisors LLC | $831.8K | 27,377 | 0.01% | new | NEW |
| UPTICK PARTNERS, LLC | $806.5K | 26,543 | 0.13% | 2q | +10.4%+$76.1K |
| Cetera Investment Advisers | $751.4K | 24,729 | 0.00% | 10q | -6.8%-$54.9K |
| Mariner, LLC | $749.2K | 24,658 | 0.00% | 5q | HELD |
| Kestra Advisory Services, LLC | $672.6K | 22,135 | 0.00% | 8q | -5.0%-$35.4K |
| Rockefeller Capital Management L.P. | $591.8K | 19,477 | 0.00% | 3q | +8.7%+$47.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | $446.9K | 14,709 | 0.00% | 11q | -12.0%-$61.2K |
| Focus Financial Network, Inc. | $411.6K | 13,546 | 0.01% | 5q | +2.9%+$11.5K |
| Sequent Planning LLC | $395.8K | 13,027 | 0.08% | 10q | -80.8%-$1.7M |
| QTR Family Wealth, LLC | $315.3K | 10,378 | 0.11% | 6q | HELD |
| FSB PREMIER WEALTH MANAGEMENT, INC. | $289.6K | 9,530 | 0.08% | 10q | +1.3%+$3.7K |
| WORLD EQUITY GROUP, INC. | $272.4K | 8,966 | 0.06% | 10q | -13.3%-$41.7K |
| Triad Wealth Partners, LLC | $253.6K | 8,373 | 0.01% | 4q | -74.9%-$756.4K |
| CARY STREET PARTNERS FINANCIAL LLC | $252.7K | 8,317 | 0.01% | 5q | -18.2%-$56.2K |
| LVZ, Inc. | $251.8K | 8,288 | 0.03% | 2q | HELD |
| SUMMIT WEALTH GROUP LLC / CO | $227.9K | 7,501 | 0.02% | 3q | HELD |
| Keystone Wealth Services, LLC | $221.2K | 7,280 | 0.04% | 11q | +0.8%+$1.8K |
| OSAIC HOLDINGS, INC. | $35.0K | 1,151 | 0.00% | 6q | HELD |
| BARCLAYS PLC | $30.3K | 998 | 0.00% | 8q | +9.7%+$2.7K |
| Ashton Thomas Private Wealth, LLC | $26.1K | 860 | 0.00% | 2q | HELD |
| Integrated Wealth Concepts LLC | $9.1K | 300 | 0.00% | new | NEW |
| UBS Group AG | $4.3K | 140 | 0.00% | new | NEW |
| Global Retirement Partners, LLC | $3.9K | 127 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 29 | $20.3M | 667,089 | 5 | 8 | 8 | 0.0% |
| Q1 2026 | 26 | $19.6M | 659,028 | 4 | 9 | 7 | 0.0% |
| Q4 2025 | 25 | $19.5M | 641,359 | 4 | 10 | 7 | 0.0% |
| Q3 2025 | 27 | $21.4M | 704,202 | 2 | 11 | 9 | 0.0% |
| Q2 2025 | 27 | $18.1M | 596,460 | 7 | 6 | 9 | 0.0% |
| Q1 2025 | 21 | $18.1M | 605,203 | 3 | 11 | 4 | 0.0% |
| Q4 2024 | 18 | $15.6M | 518,996 | 3 | 9 | 5 | 0.0% |
| Q3 2024 | 17 | $15.2M | 501,351 | 4 | 4 | 7 | 0.0% |
| Q2 2024 | 17 | $14.5M | 477,168 | 6 | 6 | 3 | 0.0% |
| Q1 2024 | 13 | $20.1M | 659,010 | 8 | 4 | 0 | 0.0% |
| Q4 2023 | 5 | $3.2M | 104,470 | 5 | 0 | 0 | 0.0% |