XISE — 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 (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.

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 95,284 +13,650 +16.7% 0.04% $2.9M $29.95
2025 Q3 INITIATED 81,634 — — 0.03% $2.5M $29.47
% of Fund (quarterly)    XISE price (monthly, adj. close)

Other funds also holding XISE

As of 2025 Q4 — sorted by position size

Triad Wealth Partners, LLC 1.82% Advisory Resource Group 3Y 7Y 0.75% Presidio Capital Management, LLC 3Y 0.19% Accel Wealth Management 3Y 0.19% Weaver Consulting Group 3Y 0.14% FSB PREMIER WEALTH MANAGEMENT, INC. 3Y 0.12% TCFG WEALTH MANAGEMENT, LLC 0.1% WORLD EQUITY GROUP, INC. 0.06% MONEY CONCEPTS CAPITAL CORP 3Y 0.03% INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3Y 0.03%
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