LDSF — FIRST TR EXCHNG TRADED FD VI

Ownership history in XML Financial, LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which XML Financial, LLC reported a position in FIRST TR EXCHNG TRADED FD VI (LDSF). 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
0.06% (2022 Q2)
Avg. % of fund
0.03%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 14,989 — 0% 0.02% $287K $19.01
2025 Q3 UNCHANGED 14,989 — 0% 0.02% $287K $18.76
2025 Q2 UNCHANGED 14,989 — 0% 0.02% $285K $18.43
2025 Q1 UNCHANGED 14,989 — 0% 0.03% $283K $18.09
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    LDSF price (monthly, adj. close)

Other funds also holding LDSF

As of 2025 Q4 — sorted by position size

Arax Advisory Partners 3Y 7Y 0.3% Proactive Wealth Strategies LLC 0.3% Capital Asset Advisory Services LLC 3Y 7Y 0.21% SILVER OAK SECURITIES, INCORPORATED 3Y 0.11% Altus Wealth Group LLC 3Y 0.08% StoneX Group Inc. 3Y 7Y 0.07% Prospera Financial Services Inc 3Y 7Y 0.02% AXXCESS WEALTH MANAGEMENT, LLC 3Y 0.02% Sigma Planning Corp 3Y 7Y 0.02% Sanctuary Advisors, LLC 0.02%
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