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Disclosery

XISE FIRST TR EXCHNG TRADED FD VI

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FT VE U.S. EQ BU (fund)

41 managers (41 13F filers) reported a position in XISE shares at 2025-06-30, 1,477,495 shares in all. 5 filers opened a position and 2 filers sold out during the quarter.

Managers
41
13F filers
41
New
5
Added
10
Reduced
17
Sold out
2
Shares held by filers
1,477,495

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
Foundations Investment Advisors, LLC737,087$22.4M0.35%-47,59013F-HRTimeline
Advisory Resource Group116,363$3.54M0.68%+4613F-HRTimeline
Advisory Services Network, LLC56,060$1.71M0.03%+95313F-HRTimeline
Cetera Investment Advisers51,333$1.56M<0.01%-50,73713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC50,381$1.53M<0.01%-16,34113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC43,515$1.32M0.01%-16413F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC40,643$1.24M<0.01%-34613F-HRTimelineGroup
CWM, LLCin group CWM, LLC30,893$940K<0.01%new13F-HRTimelineGroup
Accel Wealth Management29,524$899K0.3%-53613F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP28,039$853K<0.01%new13F-HRTimelineGroup
Presidio Capital Management, LLC25,163$766K0.29%013F-HRTimeline
UBS Group AGin group UBS Group AG21,837$665K<0.01%+10,97413F-HRTimelineGroup
Focus Financial Network, Inc.20,908$636K0.03%new13F-HRTimeline
Weaver Consulting Group19,420$591K0.16%013F-HRTimeline
Redhawk Wealth Advisors, Inc.19,320$588K0.07%-23,28613F-HRTimeline
OLD MISSION CAPITAL LLC17,905$545K0.01%new13F-HRTimeline
Cambridge Investment Research Advisors,…17,755$540K<0.01%+1,28613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.17,398$530K<0.01%+15,33213F-HR/ATimelineGroup
QTR Family Wealth, LLC14,019$427K0.26%-1,21213F-HRTimeline
Kingsview Wealth Management, LLC12,182$371K0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…10,352$315K<0.01%-7,29813F-HR/ATimelineGroup
FSB PREMIER WEALTH MANAGEMENT, INC.9,631$293K0.1%-10,62513F-HRTimeline
Prospera Financial Services Inc9,624$293K0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…8,755$266K0.02%-23313F-HRTimeline
LPL Financial LLC8,571$261K<0.01%+57713F-HRTimeline
Farther Finance Advisors, LLC8,432$257K0.01%-8113F-HRTimeline
LVZ, Inc.8,302$253K0.03%+2513F-HRTimeline
Integrated Wealth Concepts LLC7,902$241K<0.01%+2713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,684$234K<0.01%-61313F-HRTimelineGroup
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC7,346$224K0.1%+23713F-HRTimelineGroup
WORLD EQUITY GROUP, INC.7,345$224K0.06%-1,48413F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC6,677$203K<0.01%+5113F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.2,835$86.3K<0.01%-22613F-HRTimeline
IMG Wealth Management, Inc.1,835$55.9K0.04%013F-HRTimeline
AE Wealth Management LLC901$27.4K<0.01%-3313F-HRTimeline
Arax Advisory Partners660$20.1K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC534$16.3K<0.01%013F-HRTimeline
CoreCap Advisors, LLC329$10K<0.01%-913F-HRTimeline
Mid-American Wealth Advisory Group, Inc.25$761<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.10$305<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.