XIJN β€” FIRST TR EXCHNG TRADED FD VI

Ownership history in Sowell Financial Services LLC  Β·  1 quarter on record

AI Ownership Summary

Sowell Financial Services LLC reported FIRST TR EXCHNG TRADED FD VI (XIJN) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 0.11% in 2026 Q1. The latest visible filing shows XIJN at 0.11% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this XIJN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sowell Financial Services LLC's position in FIRST TR EXCHNG TRADED FD VI, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

XIJN was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Sowell Financial Services LLC held XIJN β€” position size vs. price
% of Fund (quarterly)    XIJN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED 95,311 β€” β€” 0.11% $2.9M 2026-04-20 $30.88

🏒 Other funds also holding XIJN

As of 2026 Q1 β€” sorted by position size

Sequent Planning LLC 0.5% Triad Wealth Partners, LLC 0.44% Farther Finance Advisors, LLC 0.0%

FAQ About Sowell Financial Services LLC and XIJN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sowell Financial Services LLC reported owning XIJN?

Sowell Financial Services LLC reported XIJN across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported XIJN position in Sowell Financial Services LLC's portfolio?

The largest reported portfolio weight for XIJN was 0.11% in 2026 Q1.

What is the latest reported XIJN position on this page?

The most recent filing on this page is 2026 Q1, when Sowell Financial Services LLC reported 95,311 shares, equal to 0.11% of portfolio, with an estimated market value of $2.9M.

What does the chart on this XIJN ownership page compare?

The chart compares Sowell Financial Services LLC's quarterly XIJN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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