DOSSIER · 13F Holders · Q2 2026
XIMR

FIRST TR EXCHNG TRADED FD VI

27 institutions still hold FIRST TR EXCHNG TRADED FD VI as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33740U620·27 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$26M
visible holders
Holders
27
filers reporting
Concentration
46.52%
Cetera Investment Advisers #1
top holder share
AI Holders Summary · Q2 2026

27 institutions reported XIMR in Q2 2026. Cetera Investment Advisers leads at 46.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Cetera Investment Advisers
CIK 0001666741
$12M389K0.01%Q2 2026
02
STEPHENS INC /AR/
CIK 0000757657
$3M99K0.03%Q2 2026
03
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$2M54K0.00%Q2 2026
04
Advisory Resource Group
CIK 0001764968
$1M43K0.20%Q2 2026
05
Rockefeller Capital Management L.P.
CIK 0001739439
$774K25K0.00%Q2 2026
06
Castleview Partners, LLC
CIK 0001737088
$728K23K0.32%Q2 2026
07
LVZ, Inc.
CIK 0001574408
$685K22K0.07%Q2 2026
08
OLD MISSION CAPITAL LLC
CIK 0001455915
$671K21K0.01%Q2 2026
09
Kestra Advisory Services, LLC
CIK 0001830819
$663K21K0.00%Q2 2026
10
CITADEL ADVISORS LLC
CIK 0001423053
$600K19K0.00%Q2 2026
11
MML INVESTORS SERVICES, LLC
CIK 0000701059
$597K19K0.00%Q2 2026
12
UPTICK PARTNERS, LLC
CIK 0002005353
$504K16K0.08%Q2 2026
13
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$440K14K0.01%Q2 2026
14
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$429K14K0.00%Q2 2026
15
Triad Wealth Partners, LLC
CIK 0002012717
$393K13K0.02%Q2 2026
16
Accel Wealth Management
CIK 0001838226
$384K12K0.09%Q2 2026
17
Focus Financial Network, Inc.
CIK 0002010942
$322K10K0.01%Q2 2026
18
L.M. KOHN & COMPANY
CIK 0000870260
$269K9K0.32%Q3 2025
19
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$247K8K0.00%Q2 2026
20
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$218K7K0.00%Q1 2026
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