Ownership history in Advisory Resource Group · 5 quarters on record
This page tracks every 13F SEC filing in which Advisory Resource Group 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 | ADDED | 140,953 | +4,893 | +3.6% | 0.75% | $4.3M | $29.95 |
| 2025 Q3 | ADDED | 136,060 | +19,697 | +16.9% | 0.74% | $4.1M | $29.47 |
| 2025 Q2 | ADDED | 116,363 | +46 | +0.0% | 0.68% | $3.5M | $29.12 |
| 2025 Q1 | UNCHANGED | 116,317 | — | 0% | 0.71% | $3.5M | $28.33 |
As of 2025 Q4 — sorted by position size