XSEP — FIRST TR EXCHNG TRADED FD VI

Ownership history in Advisory Services Network, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in FIRST TR EXCHNG TRADED FD VI (XSEP). 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
0.01% (2023 Q4)
Avg. % of fund
0.0%
First filed
2023 Q4
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 649 -5,497 -89.4% 0.00% $27K $41.59
2024 Q1 UNCHANGED 6,146 — 0% 0.01% $228K $37.04
2023 Q4 INITIATED 6,146 — — 0.01% $221K —
% of Fund (quarterly)    XSEP price (monthly, adj. close)

Other funds also holding XSEP

As of 2025 Q4 — sorted by position size

KRAEMATON INVESTMENT ADVISORS, INC 3Y 1.8% CROSSPOINT FINANCIAL, LLC 3Y 0.76% Clear Point Advisors Inc. 0.71% Benson Wealth Management INC 0.66% Millington Financial Advisors, LLC 3Y 0.32% Blackhawk Capital Partners, LLC 3Y 7Y 0.28% Diligent Investors, LLC 3Y 7Y 0.2% Integrity Financial Corp /WA 3Y 0.19% IMG Wealth Management, Inc. 0.18% UPTICK PARTNERS, LLC 0.17%
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