DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
XPND

FIRST TR EXCHNG TRADED FD VI

27 institutions still hold FIRST TR EXCHNG TRADED FD VI as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33740U851·27 13F holders·last filed Mar 31, 2026
Market cap
1.0%
vs prior quarter
13F value held
$34M
79.0% inst. owned
of float
Holders
27
+124 QoQ
filers reporting
Activity
+36 / −42
+985 added · −801 reduced
this quarter
Concentration
51.17%
Ferguson Shapiro LLC #1
top holder share
AI Holders Summary · Q1 2026

27 institutions reported XPND in Q1 2026. Ferguson Shapiro LLC leads at 51.2% of the visible book. +124 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Ferguson Shapiro LLC
CIK 0001767433
$17M531K5.31%Q1 2026
02
Integrated Wealth Concepts LLC
CIK 0001737109
$6M184K0.05%Q1 2026
03
OSAIC HOLDINGS, INC.
CIK 0001677044
$3M84K0.00%Q1 2026
04
HighTower Advisors, LLC
CIK 0001462245
$1M36K0.00%Q1 2026
05
Bullseye Investment Management, LLC
CIK 0001912451
$1M38K0.65%Q3 2025
06
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
CIK 0001109767
$975,62530K0.05%Q1 2026
07
Harvest Investment Services, LLC
CIK 0001591097
$680,16721K0.12%Q1 2026
08
CITADEL ADVISORS LLC
CIK 0001423053
$588,80016K0.00%Q4 2025
09
Clear Creek Financial Management, LLC
CIK 0001784235
$499,76115K0.04%Q1 2026
10
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$431,46613K0.00%Q1 2026
11
LPL Financial LLC
CIK 0001403438
$358,18611K0.00%Q1 2026
12
&PARTNERS
CIK 0000107136
$355,85611K0.00%Q1 2026
13
Sanctuary Advisors, LLC
CIK 0001777271
$347,24511K0.00%Q1 2026
14
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$327,33110K0.00%Q1 2026
15
Arkadios Wealth Advisors
CIK 0001800798
$322,27610K0.01%Q1 2026
16
KESTRA PRIVATE WEALTH SERVICES, LLC
CIK 0001649451
$264,6658K0.00%Q1 2026
17
Geneos Wealth Management Inc.
CIK 0001764754
$166,2515K0.00%Q1 2026
18
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
CIK 0001818604
$94,8533K0.01%Q1 2026
19
PRIVATE TRUST CO NA
CIK 0001277557
$62,3682K0.01%Q1 2026
20
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$60,1602K0.00%Q1 2026
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