XIMR — FIRST TR EXCHNG TRADED FD VI

Ownership history in STEPHENS INC /AR/  ·  2 quarters on record

This page tracks every 13F SEC filing in which STEPHENS INC /AR/ reported a position in FIRST TR EXCHNG TRADED FD VI (XIMR). 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
0.04% (2025 Q4)
Avg. % of fund
0.03%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 92,638 +13,482 +17.0% 0.04% $2.9M $30.54
2025 Q3 INITIATED 79,156 — — 0.03% $2.5M $30.10
% of Fund (quarterly)    XIMR price (monthly, adj. close)

Other funds also holding XIMR

As of 2025 Q4 — sorted by position size

Castleview Partners, LLC 3Y 7Y 0.39% Advisory Resource Group 3Y 7Y 0.14% Accel Wealth Management 3Y 0.11% FSB PREMIER WEALTH MANAGEMENT, INC. 3Y 0.06% Triad Wealth Partners, LLC 0.05% OLD MISSION CAPITAL LLC 3Y 7Y 0.03% Cetera Investment Advisers 3Y 7Y 0.02% Focus Financial Network, Inc. 0.01% Capital Investment Advisory Services, LLC 3Y 7Y 0.0% Kestra Advisory Services, LLC 3Y 0.0%
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