XJAN — FIRST TR EXCHNG TRADED FD VI

Ownership history in CreativeOne Wealth, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which CreativeOne Wealth, LLC reported a position in FIRST TR EXCHNG TRADED FD VI (XJAN). 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
0.03% (2024 Q3)
Avg. % of fund
0.02%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 7,143 -15,196 -68.0% 0.01% $263K $36.83
2025 Q3 REDUCED 22,339 -4,100 -15.5% 0.02% $805K $36.03
2024 Q3 INITIATED 26,439 — — 0.03% $877K $33.17
% of Fund (quarterly)    XJAN price (monthly, adj. close)

Other funds also holding XJAN

As of 2025 Q4 — sorted by position size

KRAEMATON INVESTMENT ADVISORS, INC 3Y 1.71% Arlington Capital Management, Inc. 3Y 7Y 0.16% Sequent Planning LLC 0.1% PFS Partners, LLC 0.08% HARBOUR INVESTMENTS, INC. 3Y 0.05% Integrity Financial Corp /WA 3Y 0.03% Arkadios Wealth Advisors 3Y 0.03% OLD MISSION CAPITAL LLC 3Y 7Y 0.02% Ashton Thomas Private Wealth, LLC 0.02% Sigma Planning Corp 3Y 7Y 0.02%
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