DOSSIER · 13F Holders · Q2 2026
XISE

FIRST TR EXCHNG TRADED FD VI

46 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 33740F375·46 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$21M
visible holders
Holders
46
filers reporting
Concentration
19.68%
Advisory Resource Group #1
top holder share
AI Holders Summary · Q2 2026

46 institutions reported XISE in Q2 2026. Advisory Resource Group leads at 19.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Advisory Resource Group
CIK 0001764968
$4M139K0.63%Q2 2026
02
STEPHENS INC /AR/
CIK 0000757657
$3M102K0.03%Q2 2026
03
Advisory Services Network, LLC
CIK 0001573876
$2M63K0.02%Q2 2026
04
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$2M58K0.00%Q2 2026
05
Cetera Investment Advisers
CIK 0001666741
$1M46K0.00%Q2 2026
06
Mariner, LLC
CIK 0001373442
$1M35K0.00%Q2 2026
07
Triad Wealth Partners, LLC
CIK 0002012717
$1M35K0.06%Q2 2026
08
Kestra Advisory Services, LLC
CIK 0001830819
$945K31K0.00%Q2 2026
09
OLD MISSION CAPITAL LLC
CIK 0001455915
$774K25K0.01%Q2 2026
10
Presidio Capital Management, LLC
CIK 0001931750
$645K21K0.16%Q2 2026
11
MONEY CONCEPTS CAPITAL CORP
CIK 0000716851
$598K20K0.03%Q2 2026
12
Weaver Consulting Group
CIK 0001780055
$587K19K0.12%Q2 2026
13
Accel Wealth Management
CIK 0001838226
$572K19K0.13%Q2 2026
14
LVZ, Inc.
CIK 0001574408
$510K17K0.05%Q2 2026
15
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$463K15K0.00%Q1 2026
16
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$433K14K0.01%Q2 2026
17
Grant Street Asset Management, Inc.
CIK 0001740642
$405K13K0.07%Q2 2026
18
QTR Family Wealth, LLC
CIK 0002067954
$336K11K0.12%Q2 2026
19
JPMORGAN CHASE & CO
CIK 0000019617
$327K11K0.00%Q2 2026
20
FSB PREMIER WEALTH MANAGEMENT, INC.
CIK 0000887748
$324K11K0.09%Q2 2026
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