XISE — FIRST TR EXCHNG TRADED FD VI

Ownership history in Weaver Consulting Group  ·  9 quarters on record

This page tracks every 13F SEC filing in which Weaver Consulting Group 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
0.22% (2024 Q2)
Avg. % of fund
0.18%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 19,420 — 0% 0.14% $590K $29.95
2025 Q3 UNCHANGED 19,420 — 0% 0.15% $587K $29.47
2025 Q2 UNCHANGED 19,420 — 0% 0.16% $591K $29.12
2025 Q1 REDUCED 19,420 -750 -3.7% 0.18% $584K $28.33
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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% FSB PREMIER WEALTH MANAGEMENT, INC. 3Y 0.12% TCFG WEALTH MANAGEMENT, LLC 0.1% WORLD EQUITY GROUP, INC. 0.06% STEPHENS INC /AR/ 3Y 7Y 0.04% MONEY CONCEPTS CAPITAL CORP 3Y 0.03% INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3Y 0.03%
← Back to Weaver Consulting Group Holdings