FIRST TR EXCHNG TRADED FD VI (XIDE)
Institutional ownership reported to the SEC as of Q2 2026, across 11 quarters.
29
Reporting holders
$19.8M
Reported value
0.0%
Held as options
+3
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
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 |
| 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 |
| ENVESTNET ASSET MANAGEMENT INC | $442.6K | 14,567 | 0.00% | 7q | +12.1%+$47.6K |
| 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 | $19.8M | 652,522 | 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 | 26 | $21.0M | 692,625 | 2 | 10 | 9 | 0.0% |
| Q2 2025 | 26 | $17.7M | 585,053 | 7 | 6 | 8 | 0.0% |
| Q1 2025 | 20 | $17.6M | 589,107 | 3 | 10 | 4 | 0.0% |
| Q4 2024 | 17 | $15.2M | 503,439 | 3 | 9 | 4 | 0.0% |
| Q3 2024 | 15 | $14.6M | 481,726 | 3 | 4 | 6 | 0.0% |
| Q2 2024 | 16 | $13.8M | 453,638 | 6 | 5 | 3 | 0.0% |
| Q1 2024 | 12 | $19.4M | 637,385 | 8 | 3 | 0 | 0.0% |
| Q4 2023 | 4 | $2.8M | 91,184 | 4 | 0 | 0 | 0.0% |