Ownership history in Accel Wealth Management · 9 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 (XISE). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 23,190 | -4,768 | -17.1% | 0.19% | $705K | $29.95 |
| 2025 Q3 | REDUCED | 27,958 | -1,566 | -5.3% | 0.25% | $845K | $29.47 |
| 2025 Q2 | REDUCED | 29,524 | -536 | -1.8% | 0.30% | $899K | $29.12 |
| 2025 Q1 | REDUCED | 30,060 | -940 | -3.0% | 0.33% | $903K | $28.33 |
| 2024 Q4 | ADDED | 31,000 | +3,941 | +14.6% | 0.36% | $939K | $28.14 |
| 2024 Q3 | REDUCED | 27,059 | -6,765 | -20.0% | 0.30% | $818K | $27.83 |
| 2024 Q2 | ADDED | 33,824 | +332 | +1.0% | 0.41% | $1.0M | $27.46 |
| 2024 Q1 | ADDED | 33,492 | +2,205 | +7.0% | 0.44% | $1.0M | $27.06 |
| 2023 Q4 | INITIATED | 31,287 | — | — | 0.48% | $961K | — |
As of 2025 Q4 — sorted by position size