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XIMR FIRST TR EXCHNG TRADED FD VI

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VEST US EQUITY B (fund)

24 managers (24 13F filers) reported a position in XIMR shares at 2025-06-30, 984,270 shares in all. 12 filers opened a position and 1 filer sold out during the quarter.

Managers
24
13F filers
24
New
12
Added
6
Reduced
3
Sold out
1
Shares held by filers
984,270

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 Advisers717,907$22.4M0.04%+150,44213F-HRTimeline
Foundations Investment Advisors, LLC31,453$982K0.02%new13F-HRTimeline
Advisory Resource Group25,091$783K0.15%new13F-HRTimeline
Castleview Partners, LLC24,163$754K0.48%+16513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC21,525$672K<0.01%+5,55013F-HRTimelineGroup
Focus Financial Network, Inc.19,509$609K0.02%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…19,238$600K<0.01%new13F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…16,082$502K<0.01%-7,17213F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC15,685$490K<0.01%+1,06113F-HRTimelineGroup
Accel Wealth Management14,057$439K0.15%+5,54713F-HRTimeline
Consolidated Portfolio Review Corp10,504$328K0.05%new13F-HRTimeline
L.M. KOHN & COMPANY9,825$307K0.08%new13F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.9,755$304K0.11%-52513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC9,017$281K<0.01%new13F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP8,317$260K<0.01%new13F-HRTimelineGroup
OLD MISSION CAPITAL LLC6,798$212K0.01%new13F-HRTimeline
MML INVESTORS SERVICES, LLC6,700$209K<0.01%new13F-HRTimeline
Cambridge Investment Research Advisors,…6,506$203K<0.01%-34013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC4,777$149K<0.01%013F-HR/ATimelineGroup
Farther Finance Advisors, LLC3,151$98.3K<0.01%+2,37713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,313$72.2K<0.01%new13F-HR/ATimelineGroup
Capital Investment Advisory Services, L…1,700$53.1K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY197$6.15K<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.