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Disclosery

XJAN FIRST TR EXCHNG TRADED FD VI

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FT VEST US EQT E (fund)

33 managers (33 13F filers) reported a position in XJAN shares at 2025-03-31, 626,861 shares in all. 6 filers opened a position and 3 filers sold out during the quarter.

Managers
33
13F filers
33
New
6
Added
12
Reduced
8
Sold out
3
Shares held by filers
626,861

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, 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
COMMONWEALTH EQUITY SERVICES, LLC80,717$2.67M<0.01%+52,29213F-HRTimeline
HARBOUR INVESTMENTS, INC.74,307$2.46M0.07%+61,99113F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC73,495$2.44M2.48%-1,45013F-HRTimeline
Arkadios Wealth Advisors47,134$1.56M0.06%+5,21513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.45,183$1.5M<0.01%+29,08513F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC41,993$1.39M0.01%+20,51213F-HRTimelineGroup
OLD MISSION CAPITAL LLC23,572$781K0.02%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…23,568$781K<0.01%+3,80713F-HRTimelineGroup
Cetera Investment Advisers22,946$760K<0.01%+11,89513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC18,748$621K<0.01%-32,57713F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC17,051$565K0.02%new13F-HRTimeline
Sigma Planning Corp16,031$531K0.02%013F-HRTimeline
Orion Porfolio Solutions, LLC14,603$484K<0.01%-1,35613F-HRTimeline
Orion Portfolio Solutions, LLC14,603$484K<0.01%-1,35613F-HR/ATimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…13,753$456K0.01%+2,03613F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC12,729$422K<0.01%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,762$357K<0.01%-20,35113F-HRTimelineGroup
Sequent Planning LLC10,729$355K0.13%+26713F-HRTimeline
WEDBUSH SECURITIES INC9,300$308K0.01%+2,00013F-HRTimeline
MML INVESTORS SERVICES, LLC9,150$303K<0.01%-3,80013F-HRTimeline
UBS Group AGin group UBS Group AG8,922$296K<0.01%+3,87513F-HRTimelineGroup
Foundations Investment Advisors, LLC7,388$245K<0.01%013F-HRTimeline
Stonebridge Financial Planning Group, L…7,314$242K0.11%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,066$168K<0.01%new13F-HR/ATimelineGroup
PFS Partners, LLC4,503$149K0.08%+3,34513F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC4,396$146K<0.01%-5,80813F-HR/ATimelineGroup
REAP Financial Group, LLC3,222$107K0.03%new13F-HRTimeline
Steward Partners Investment Advisory, L…2,400$79.5K<0.01%013F-HRTimeline
Integrity Financial Corp /WA1,796$59.5K0.03%-1,09713F-HRTimeline
Capital Investment Advisory Services, L…1,170$38.8K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.230$7.62K<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$0013F-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