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XPND FIRST TR EXCHNG TRADED FD VI

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CMN (fund)

15 managers (15 13F filers) reported a position in XPND shares at 2025-03-31, 450,051 shares in all. 4 filers opened a position and 6 filers sold out during the quarter.

Managers
15
13F filers
15
New
4
Added
6
Reduced
2
Sold out
6
Shares held by filers
450,051

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, 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
Integrated Wealth Concepts LLC151,562$4.28M0.05%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.98,632$2.79M0.01%+2,36213F-HRTimelineGroup
Bullseye Investment Management, LLC37,936$1.07M0.65%+13,41213F-HRTimeline
Cambridge Investment Research Advisors,…34,748$981K<0.01%+1,21213F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV34,096$963K0.07%new13F-HRTimeline
HighTower Advisors, LLC30,110$850K<0.01%+3,63613F-HRTimeline
Harvest Investment Services, LLC23,640$667K0.19%-16,19013F-HRTimeline
Boyce & Associates Wealth Consulting, I…17,447$493K0.49%+2,24313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…9,044$255K<0.01%new13F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.4,600$130K0.06%013F-HRTimeline
Geneos Wealth Management Inc.3,654$103K<0.01%-1,71113F-HRTimeline
AE Wealth Management LLC1,975$55.8K<0.01%+1,24513F-HRTimeline
HARBOUR INVESTMENTS, INC.1,832$51.7K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN775$21.9K<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.