FIRST TR EXCHNG TRADED FD VI (XISE)
Institutional ownership reported to the SEC as of Q2 2026, across 12 quarters.
42
Reporting holders
$23.9M
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 |
|---|---|---|---|---|---|
| Advisory Resource Group | $4.2M | 138,505 | 0.63% | 7q | -0.9%-$40.2K |
| STEPHENS INC /AR/ | $3.1M | 101,873 | 0.03% | 4q | -3.2%-$103.0K |
| Advisory Services Network, LLC | $1.9M | 63,017 | 0.02% | 11q | +1.3%+$24.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.8M | 57,753 | 0.00% | 4q | +95.7%+$860.8K |
| Cetera Investment Advisers | $1.4M | 46,051 | 0.00% | 12q | -5.1%-$75.0K |
| Mariner, LLC | $1.1M | 35,143 | 0.00% | 10q | -6.1%-$69.7K |
| Triad Wealth Partners, LLC | $1.0M | 34,576 | 0.06% | 4q | -76.4%-$3.4M |
| Kestra Advisory Services, LLC | $945.2K | 31,015 | 0.00% | 11q | -12.4%-$134.0K |
| OLD MISSION CAPITAL LLC | $774.4K | 25,410 | 0.01% | 2q | +9.2%+$65.4K |
| Presidio Capital Management, LLC | $645.0K | 21,166 | 0.16% | 11q | HELD |
| MONEY CONCEPTS CAPITAL CORP | $598.5K | 19,638 | 0.03% | 3q | +1.3%+$7.8K |
| Weaver Consulting Group | $586.8K | 19,255 | 0.12% | 11q | HELD |
| Accel Wealth Management | $572.5K | 18,785 | 0.13% | 11q | -12.5%-$81.9K |
| LVZ, Inc. | $510.4K | 16,747 | 0.05% | 7q | HELD |
| HARBOUR INVESTMENTS, INC. | $432.9K | 14,206 | 0.01% | 11q | -7.8%-$36.6K |
| Grant Street Asset Management, Inc. | $405.2K | 13,295 | 0.07% | 2q | +1.1%+$4.6K |
| QTR Family Wealth, LLC | $335.8K | 11,019 | 0.12% | 6q | -8.3%-$30.5K |
| JPMORGAN CHASE & CO | $327.3K | 10,747 | 0.00% | 4q | HELD |
| FSB PREMIER WEALTH MANAGEMENT, INC. | $323.6K | 10,617 | 0.09% | 9q | -0.6%-$1.9K |
| Rockefeller Capital Management L.P. | $302.5K | 9,927 | 0.00% | 7q | -5.0%-$16.1K |
| Kingsview Wealth Management, LLC | $285.4K | 9,364 | 0.00% | 11q | -20.6%-$74.1K |
| Prospera Financial Services Inc | $257.1K | 8,434 | 0.00% | 11q | -1.3%-$3.5K |
| Summit Financial, LLC | $251.4K | 8,250 | 0.00% | new | NEW |
| Focus Financial Network, Inc. | $247.9K | 8,135 | 0.01% | 5q | -0.7%-$1.9K |
| TCFG Investment Advisors, LLC | $246.1K | 8,077 | 0.08% | 2q | HELD |
| LPL Financial LLC | $235.6K | 7,730 | 0.00% | 6q | -9.8%-$25.6K |
| Integrated Wealth Concepts LLC | $206.4K | 6,773 | 0.00% | 10q | HELD |
| UPTICK PARTNERS, LLC | $204.8K | 6,720 | 0.03% | 2q | -2.9%-$6.1K |
| Keystone Wealth Services, LLC | $201.9K | 6,626 | 0.04% | new | NEW |
| BARCLAYS PLC | $200.8K | 6,589 | 0.00% | 8q | HELD |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $91.0K | 3,000 | 0.01% | 7q | -59.5%-$133.9K |
| OSAIC HOLDINGS, INC. | $66.3K | 2,175 | 0.00% | 6q | +233.1%+$46.4K |
| Capital Investment Advisory Services, LLC | $61.0K | 2,000 | 0.00% | 4q | HELD |
| Ritter Daniher Financial Advisory LLC / DE | $29.9K | 982 | 0.00% | 3q | +1.6% |
| Farther Finance Advisors, LLC | $14.1K | 464 | 0.00% | 7q | +0.9% |
| CoreCap Advisors, LLC | $10.2K | 334 | 0.00% | 10q | +1.5% |
| MERCER GLOBAL ADVISORS INC /ADV | $8.2K | 268 | 0.00% | new | NEW |
| AE Wealth Management LLC | $7.2K | 237 | 0.00% | 7q | HELD |
| UBS Group AG | $1.2K | 41 | 0.00% | 2q | -93.1%-$16.8K |
| Cambridge Investment Research Advisors, Inc. | $429 | 14,084 | 0.00% | 8q | -8.9% |
| DHJJ Financial Advisors, Ltd. | $305 | 10 | 0.00% | 11q | HELD |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $91 | 3 | 0.00% | 4q | HELD |
| WELLS FARGO & COMPANY/MN | $10 | 0 | 0.00% | 2q | HELD |
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 | 42 | $23.9M | 784,957 | 3 | 9 | 18 | 0.0% |
| Q1 2026 | 43 | $27.5M | 916,745 | 6 | 10 | 16 | 0.0% |
| Q4 2025 | 41 | $42.2M | 1,388,328 | 5 | 9 | 16 | 0.0% |
| Q3 2025 | 38 | $58.8M | 1,946,912 | 6 | 8 | 12 | 0.0% |
| Q2 2025 | 37 | $42.3M | 1,388,818 | 4 | 7 | 14 | 0.0% |
| Q1 2025 | 35 | $43.7M | 1,455,885 | 6 | 7 | 13 | 0.0% |
| Q4 2024 | 31 | $45.1M | 1,489,208 | 7 | 12 | 6 | 0.0% |
| Q3 2024 | 28 | $39.0M | 1,288,975 | 5 | 8 | 6 | 0.0% |
| Q2 2024 | 29 | $39.1M | 1,277,805 | 7 | 5 | 7 | 0.0% |
| Q1 2024 | 24 | $21.8M | 711,048 | 6 | 9 | 3 | 0.0% |
| Q4 2023 | 22 | $26.1M | 851,246 | 19 | 2 | 0 | 0.0% |
| Q3 2023 | 3 | $1.5M | 48,861 | 3 | 0 | 0 | 0.0% |