FIRST TR EXCHNG TRADED FD VI (XIMR)
Institutional ownership reported to the SEC as of Q2 2026, across 10 quarters.
24
Reporting holders
$26.3M
Reported value
0.0%
Held as options
+1
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 |
|---|---|---|---|---|---|
| Cetera Investment Advisers | $12.2M | 388,677 | 0.01% | 10q | -11.9%-$1.7M |
| STEPHENS INC /AR/ | $3.1M | 98,533 | 0.03% | 4q | -4.0%-$129.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.7M | 53,643 | 0.00% | 2q | +261.9%+$1.2M |
| Advisory Resource Group | $1.4M | 42,987 | 0.20% | 5q | +49.2%+$446.2K |
| Rockefeller Capital Management L.P. | $774.3K | 24,597 | 0.00% | 9q | -9.5%-$81.2K |
| Castleview Partners, LLC | $727.7K | 23,117 | 0.32% | 9q | -15.5%-$133.6K |
| LVZ, Inc. | $685.4K | 21,773 | 0.07% | 2q | +34.3%+$175.0K |
| OLD MISSION CAPITAL LLC | $671.2K | 21,320 | 0.01% | 5q | +61.2%+$254.7K |
| Kestra Advisory Services, LLC | $663.0K | 21,061 | 0.00% | 8q | -16.5%-$131.2K |
| CITADEL ADVISORS LLC | $599.8K | 19,052 | 0.00% | 2q | +191.6%+$394.1K |
| MML INVESTORS SERVICES, LLC | $596.6K | 18,951 | 0.00% | 5q | +29.3%+$135.2K |
| UPTICK PARTNERS, LLC | $503.6K | 15,999 | 0.08% | 2q | +86.1%+$233.0K |
| HARBOUR INVESTMENTS, INC. | $440.3K | 13,988 | 0.01% | 2q | +44.3%+$135.1K |
| ENVESTNET ASSET MANAGEMENT INC | $428.6K | 13,614 | 0.00% | 8q | +11.1%+$42.7K |
| Triad Wealth Partners, LLC | $393.3K | 12,558 | 0.02% | 4q | +22.2%+$71.5K |
| Accel Wealth Management | $384.3K | 12,208 | 0.09% | 6q | -14.3%-$64.0K |
| Focus Financial Network, Inc. | $322.1K | 10,232 | 0.01% | 5q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $246.7K | 7,836 | 0.00% | 5q | +1.2%+$3.0K |
| MONEY CONCEPTS CAPITAL CORP | $206.8K | 6,570 | 0.01% | new | NEW |
| BARCLAYS PLC | $203.1K | 6,452 | 0.00% | 8q | HELD |
| OSAIC HOLDINGS, INC. | $58.0K | 1,844 | 0.00% | new | NEW |
| Capital Investment Advisory Services, LLC | $31.5K | 1,000 | 0.00% | 10q | -41.2%-$22.0K |
| Farther Finance Advisors, LLC | $18.9K | 601 | 0.00% | 6q | +0.5% |
| Global Retirement Partners, LLC | $4.9K | 157 | 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 | 24 | $26.3M | 836,770 | 3 | 12 | 7 | 0.0% |
| Q1 2026 | 23 | $24.9M | 806,881 | 6 | 9 | 6 | 0.0% |
| Q4 2025 | 19 | $26.8M | 858,356 | 1 | 9 | 7 | 0.0% |
| Q3 2025 | 24 | $36.3M | 1,161,025 | 4 | 9 | 5 | 0.0% |
| Q2 2025 | 20 | $30.5M | 978,129 | 10 | 7 | 1 | 0.0% |
| Q1 2025 | 11 | $20.7M | 672,364 | 2 | 5 | 3 | 0.0% |
| Q4 2024 | 12 | $19.2M | 617,035 | 1 | 7 | 2 | 0.0% |
| Q3 2024 | 14 | $17.8M | 569,091 | 6 | 2 | 5 | 0.0% |
| Q2 2024 | 9 | $14.7M | 470,260 | 6 | 2 | 0 | 0.0% |
| Q1 2024 | 4 | $1.9M | 61,430 | 4 | 0 | 0 | 0.0% |