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XIMR FIRST TR EXCHNG TRADED FD VI

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VEST US EQUITY B (fund)

13 managers (13 13F filers) reported a position in XIMR shares at 2025-03-31, 679,210 shares in all. 2 filers opened a position and 3 filers sold out during the quarter.

Managers
13
13F filers
13
New
2
Added
6
Reduced
3
Sold out
3
Shares held by filers
679,210

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Cetera Investment Advisers567,465$17.5M0.03%+84,89513F-HRTimeline
Castleview Partners, LLC23,998$738K0.5%-1,50413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…23,254$715K<0.01%+1,24213F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC15,975$492K<0.01%+2,52713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC14,624$450K<0.01%+1,23913F-HRTimelineGroup
FSB PREMIER WEALTH MANAGEMENT, INC.10,280$316K0.12%-4,44313F-HRTimeline
Accel Wealth Management8,510$262K0.09%new13F-HRTimeline
Cambridge Investment Research Advisors,…6,846$211K<0.01%+2713F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC4,777$147K<0.01%-1,32613F-HR/ATimelineGroup
Capital Investment Advisory Services, L…1,700$52.3K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG1,007$31K<0.01%+90013F-HRTimelineGroup
Farther Finance Advisors, LLC774$23.9K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.