DOSSIER · 13F Holders · Q2 2026
XPND

FIRST TR EXCHNG TRADED FD VI

32 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 33740U851·32 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$23M
visible holders
Holders
32
filers reporting
Concentration
29.56%
Integrated Wealth Concepts LLC #1
top holder share
AI Holders Summary · Q2 2026

32 institutions reported XPND in Q2 2026. Integrated Wealth Concepts LLC leads at 29.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Integrated Wealth Concepts LLC
CIK 0001737109
$7M164K0.03%Q2 2026
02
OSAIC HOLDINGS, INC.
CIK 0001677044
$4M87K0.00%Q2 2026
03
HighTower Advisors, LLC
CIK 0001462245
$2M40K0.00%Q2 2026
04
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
CIK 0001109767
$1M29K0.06%Q2 2026
05
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$1M36K0.00%Q1 2026
06
Bullseye Investment Management, LLC
CIK 0001912451
$1M38K0.65%Q3 2025
07
CITADEL ADVISORS LLC
CIK 0001423053
$981K23K0.00%Q2 2026
08
Harvest Investment Services, LLC
CIK 0001591097
$878K21K0.14%Q2 2026
09
Clear Creek Financial Management, LLC
CIK 0001784235
$824K20K0.05%Q2 2026
10
LPL Financial LLC
CIK 0001403438
$721K17K0.00%Q2 2026
11
Sanctuary Advisors, LLC
CIK 0001777271
$606K14K0.00%Q2 2026
12
GOLDMAN SACHS GROUP INC
CIK 0000886982
$579K14K0.00%Q2 2026
13
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$561K13K0.00%Q2 2026
14
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$509K12K0.01%Q2 2026
15
&PARTNERS
CIK 0000107136
$447K11K0.00%Q2 2026
16
Arkadios Wealth Advisors
CIK 0001800798
$413K10K0.01%Q2 2026
17
KESTRA PRIVATE WEALTH SERVICES, LLC
CIK 0001649451
$350K8K0.00%Q2 2026
18
Concurrent Investment Advisors, LLC
CIK 0002001015
$245K6K0.00%Q2 2026
19
Cetera Investment Advisers
CIK 0001666741
$216K5K0.00%Q2 2026
20
Geneos Wealth Management Inc.
CIK 0001764754
$205K5K0.00%Q2 2026
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