XIMR — FIRST TR EXCHNG TRADED FD VI

Ownership history in Accel Wealth Management  ·  4 quarters on record

This page tracks every 13F SEC filing in which Accel Wealth Management reported a position in FIRST TR EXCHNG TRADED FD VI (XIMR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.15% (2025 Q2)
Avg. % of fund
0.12%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 13,464 +211 +1.6% 0.11% $420K $30.54
2025 Q3 REDUCED 13,253 -804 -5.7% 0.12% $414K $30.10
2025 Q2 ADDED 14,057 +5,547 +65.2% 0.15% $439K $29.60
2025 Q1 INITIATED 8,510 — — 0.09% $262K $28.88
% of Fund (quarterly)    XIMR price (monthly, adj. close)

Other funds also holding XIMR

As of 2025 Q4 — sorted by position size

Castleview Partners, LLC 3Y 7Y 0.39% Advisory Resource Group 3Y 7Y 0.14% FSB PREMIER WEALTH MANAGEMENT, INC. 3Y 0.06% Triad Wealth Partners, LLC 0.05% STEPHENS INC /AR/ 3Y 7Y 0.04% OLD MISSION CAPITAL LLC 3Y 7Y 0.03% Cetera Investment Advisers 3Y 7Y 0.02% Focus Financial Network, Inc. 0.01% Capital Investment Advisory Services, LLC 3Y 7Y 0.0% Kestra Advisory Services, LLC 3Y 0.0%
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