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Disclosery

XJAN FIRST TR EXCHNG TRADED FD VI

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FT VEST US EQT E (fund)

30 managers (30 13F filers) reported a position in XJAN shares at 2024-12-31, 683,296 shares in all. 4 filers opened a position and 10 filers sold out during the quarter.

Managers
30
13F filers
30
New
4
Added
8
Reduced
7
Sold out
10
Shares held by filers
683,296

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

Each filer's latest stake. The shares are the aggregate the reporting persons state, which can include entities that file no 13F.

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
U.S. Capital Wealth Advisors, LLC204,918$6.92M0.21%+1,32013F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC74,945$2.53M2.5%-25013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC51,325$1.73M<0.01%new13F-HRTimelineGroup
Arkadios Wealth Advisors41,919$1.41M0.08%-30,77413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC33,190$1.12M<0.01%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC31,113$1.05M<0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC28,425$959K<0.01%+9,68713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC21,481$725K<0.01%+14213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…19,761$667K<0.01%+13,71913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.16,098$543K<0.01%-17,35813F-HR/ATimelineGroup
Sigma Planning Corp16,031$541K0.02%013F-HRTimeline
Orion Porfolio Solutions, LLC15,959$539K0.01%+2,06013F-HRTimeline
Orion Portfolio Solutions, LLC15,959$539K0.01%+2,06013F-HRTimeline
Crown Wealth Group, LLC15,806$533K0.22%-5513F-HRTimeline
MML INVESTORS SERVICES, LLC12,950$437K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.12,316$416K0.01%-1,98013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding11,717$395K-3,214Timeline
Cetera Investment Advisers11,051$373K<0.01%-117,47513F-HRTimeline
Sequent Planning LLC10,462$353K0.13%-243,90713F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC10,204$344K<0.01%+10,17413F-HR/ATimelineGroup
Foundations Investment Advisors, LLC7,388$249K<0.01%013F-HRTimeline
WEDBUSH SECURITIES INC7,300$246K0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG5,047$170K<0.01%+62813F-HRTimelineGroup
Integrity Financial Corp /WA2,893$97.6K0.06%013F-HRTimeline
Steward Partners Investment Advisory, L…2,400$81K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…1,170$39.5K<0.01%013F-HRTimeline
PFS Partners, LLC1,158$39.1K0.02%013F-HRTimeline
DHJJ Financial Advisors, Ltd.230$7.76K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC80$2.7K<0.01%013F-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.

Events

  • FIRST TRUST PORTFOLIOS LP and 2 other reporting persons reported 631,314 XJAN shares, 35.07% of the class, as of 2026-09-30, in a 13G filed 2026-10-07. 0001445546-26-007489

    Accepted , ingested