Skip to content

XIDE FIRST TR EXCHNG TRADED FD VI

Follow

FT VEST U.S (fund)

19 managers (19 13F filers) reported a position in XIDE shares at 2024-12-31, 518,996 shares in all. 3 filers opened a position and 2 filers sold out during the quarter.

Managers
19
13F filers
19
New
3
Added
9
Reduced
5
Sold out
2
Shares held by filers
518,996

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

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

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
Sequent Planning LLC155,481$4.68M1.72%-11,20313F-HRTimeline
Foundations Investment Advisors, LLC70,978$2.14M0.04%-7,36713F-HRTimeline
HARBOUR INVESTMENTS, INC.51,979$1.57M0.04%+1,62513F-HRTimeline
Cetera Investment Advisers46,992$1.42M<0.01%-8,92413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC36,680$1.1M0.01%+1,07813F-HRTimelineGroup
Accel Wealth Management33,386$1.01M0.38%+5,32613F-HRTimeline
Advisory Resource Group25,557$770K0.16%new13F-HRTimeline
OneDigital Investment Advisors LLC17,060$514K0.01%+7,88413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC15,557$469K<0.01%-1,85313F-HRTimeline
WORLD EQUITY GROUP, INC.13,923$419K0.09%-5,67413F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.12,206$368K0.15%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC10,431$314K<0.01%new13F-HRTimelineGroup
Grant Street Asset Management, Inc.10,261$309K0.08%+22513F-HRTimeline
Bison Wealth, LLC8,300$250K0.06%new13F-HRTimeline
Keystone Wealth Services, LLC6,942$209K0.06%+7713F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC1,730$52.1K<0.01%+84813F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG1,338$40.3K<0.01%+24213F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC195$5.88K<0.01%+413F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.