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XAPR FIRST TR EXCHNG TRADED FD VI

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VEST US EQU ENHA (fund)

23 managers (24 13F filers) reported a position in XAPR shares at 2024-12-31, 583,480 shares in all. 5 filers opened a position and 1 filer sold out during the quarter.

Managers
23
13F filers
24
New
5
Added
8
Reduced
4
Sold out
1
Shares held by filers
583,480

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

Each filer's latest stake. The shares are the aggregate the reporting persons state, which can include entities that file no 13F.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding200,701$6.5M+78,188Timeline
Cetera Investment Advisers135,313$4.38M0.01%+39,83413F-HRTimeline
Cambridge Investment Research Advisors,…40,410$1.31M<0.01%+4013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC31,849$1.03M0.01%+1,80013F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC28,548$924K0.03%+10,09713F-HRTimelineGroup
Sage Capital Advisors,llc21,728$703K0.18%+7,68013F-HRTimeline
UPTICK PARTNERS, LLC17,495$566K0.21%013F-HRTimeline
Atria Investments, Inc17,274$559K0.01%+5,24513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…14,997$486K<0.01%new13F-HRTimelineGroup
Luken Investment Analytics, LLC13,064$423K0.2%-15913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP12,930$419K<0.01%-1913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC12,683$411K<0.01%-72413F-HRTimeline
VestGen Investment Management9,022$292K0.08%new13F-HRTimeline
Atria Wealth Solutions, Inc.6,930$224K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,508$178K<0.01%-4,91113F-HR/ATimelineGroup
BARCLAYS PLCin group BARCLAYS PLC4,948$160K<0.01%+21713F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…3,300$107K<0.01%013F-HRTimeline
Noble Wealth Management PBC2,200$71.2K0.05%13F-HRTimeline
HARBOUR INVESTMENTS, INC.2,000$64.8K<0.01%013F-HRTimeline
Integrity Financial Corp /WA1,345$43.5K0.03%013F-HRTimeline
GeoWealth Management, LLC785$25.4K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.450$14.6K0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.

Events

  • FIRST TRUST PORTFOLIOS LP and 2 other reporting persons reported 529,100 XAPR shares, 39.19% of the class, as of 2026-09-30, in a 13G filed 2026-10-07. 0001445546-26-007493

    Accepted , ingested