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Disclosery

XISE FIRST TR EXCHNG TRADED FD VI

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FT VE U.S. EQ BU (fund)

34 managers (34 13F filers) reported a position in XISE shares at 2024-12-31, 1,609,282 shares in all. 7 filers opened a position and 5 filers sold out during the quarter.

Managers
34
13F filers
34
New
7
Added
15
Reduced
6
Sold out
5
Shares held by filers
1,609,282

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
Foundations Investment Advisors, LLC847,804$25.7M0.5%+18,17713F-HRTimeline
Advisory Resource Group116,317$3.52M0.75%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC103,390$3.13M<0.01%+2,54113F-HRTimeline
Cetera Investment Advisers65,332$1.98M<0.01%-11,16713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC58,721$1.78M0.01%+3,12313F-HRTimelineGroup
Advisory Services Network, LLC55,001$1.67M0.03%+1,61313F-HRTimeline
Mariner, LLCin group Mariner, LLC39,940$1.21M<0.01%+13,05013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…31,337$949K<0.01%new13F-HRTimelineGroup
Accel Wealth Management31,000$939K0.36%+3,94113F-HRTimeline
Presidio Capital Management, LLC25,741$780K0.42%-95813F-HRTimeline
Kingsview Wealth Management, LLC21,061$638K0.01%+97813F-HRTimeline
Weaver Consulting Group20,170$611K0.19%-20013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC19,628$594K<0.01%+11,73513F-HRTimelineGroup
FSB PREMIER WEALTH MANAGEMENT, INC.19,418$588K0.24%+71313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…17,650$535K<0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…16,684$505K<0.01%+1,41513F-HRTimeline
Bison Wealth, LLC15,231$461K0.1%013F-HRTimeline
Redhawk Wealth Advisors, Inc.13,922$422K0.06%+31313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…13,822$416K0.03%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,053$335K<0.01%-46813F-HRTimelineGroup
Prospera Financial Services Inc9,624$291K0.01%013F-HRTimeline
WORLD EQUITY GROUP, INC.9,559$289K0.06%-4,77713F-HRTimeline
LVZ, Inc.8,253$250K0.03%new13F-HRTimeline
Integrated Wealth Concepts LLC7,849$238K<0.01%+1713F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC6,992$212K0.11%+10213F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC5,775$175K<0.01%+4,68413F-HR/ATimelineGroup
CoreCap Advisors, LLC5,549$168K0.01%+2,26613F-HRTimeline
HARBOUR INVESTMENTS, INC.3,696$112K<0.01%-1,80013F-HRTimeline
AE Wealth Management LLC2,807$85K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC2,439$73.9K<0.01%new13F-HRTimeline
IMG Wealth Management, Inc.1,835$55.6K0.05%13F-HRTimeline
Steward Partners Investment Advisory, L…1,672$50.6K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.10$303<0.01%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.