XDECFIRST TR EXCHNG TRADED FD VI
CUSIP 33740U786 · Yahoo Finance ↗ · Google Finance ↗
First Tr Exchng Traded Fd Vi (XDEC) has 82 institutional holders in Filings Flow’s 13F database, together reporting 2.96M shares worth $119M as of Q1 2026. The largest reported holders are Commonwealth Equity Services, LLC, Janney Montgomery Scott LLC, and Osaic Holdings, Inc..
Institutional Holders
81
Q1 2026
Reported Value
$119M
Ticker
XDEC
Quarters Tracked
15
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Grant Private Wealth Management Inc$237M AUM | 2.89% | $5M | 131.1K | Q2 2025OLDER |
| Griffith & Werner, Inc.$202M AUM | 2.45% | $5M | 122.7K | Q1 2026 |
| Financial Guidance Group, Inc.$249M AUM | 1.70% | $4M | 94.3K | Q3 2025OLDER |
| Sequent Planning LLC$414M AUM | 1.23% | $5M | 126.4K | Q1 2026 |
| BEACON FINANCIAL GROUP$1.0B AUM | 0.86% | $9M | 215.1K | Q1 2026 |
| QTR Family Wealth, LLC$240M AUM | 0.26% | $615,760 | 14.8K | Q1 2026 |
| VestGen Investment Management$181M AUM | 0.24% | $403,841 | 10.1K | Q3 2025OLDER |
| PFS Partners, LLC$218M AUM | 0.23% | $494,530 | 12.3K | Q1 2026 |
| Grant Street Asset Management, Inc.$519M AUM | 0.22% | $1M | 28.9K | Q1 2026 |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.20% | $3M | 66.2K | Q4 2025OLDER |
| Pitti Group Wealth Management, LLC$123M AUM | 0.18% | $222,157 | 5.5K | Q1 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 0.17% | $1M | 29.7K | Q1 2026 |
| Diligent Investors, LLC$404M AUM | 0.17% | $685,297 | 17.0K | Q1 2026 |
| Americana Partners, LLC$3.9B AUM | 0.14% | $5M | 115.3K | Q3 2025OLDER |
| Stonebridge Financial Planning Group, LLC$272M AUM | 0.14% | $375,341 | 9.3K | Q1 2026 |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.13% | $381,348 | 9.5K | Q1 2026 |
| Bouchey Financial Group Ltd$1.4B AUM | 0.11% | $1M | 35.2K | Q1 2026 |
| Outlook Wealth Advisors, LLC$413M AUM | 0.10% | $396,303 | 9.8K | Q1 2026 |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.08% | $2M | 43.2K | Q1 2026 |
| Cambridge Advisors Inc.$515M AUM | 0.08% | $392,433 | 9.7K | Q1 2026 |
| LifeWealth Investments, LLC$374M AUM | 0.07% | $244,127 | 6.1K | Q1 2026 |
| Keystone Wealth Services, LLC$468M AUM | 0.07% | $317,293 | 7.9K | Q1 2026 |
| SageGuard Financial Group, LLC$646M AUM | 0.07% | $437,220 | 10.8K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.06% | $4M | 86.3K | Q4 2025OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.06% | $811,997 | 20.1K | Q1 2026 |
| Bison Wealth, LLC$1.1B AUM | 0.06% | $721,693 | 18.6K | Q2 2025OLDER |
| Nova Wealth Management, Inc.$154M AUM | 0.06% | $80,199 | 2.0K | Q3 2025OLDER |
| Legacy Edge Advisors, LLC$951M AUM | 0.06% | $525,018 | 13.0K | Q1 2026 |
| Foguth Wealth Management, LLC.$857M AUM | 0.05% | $311,528 | 7.6K | Q4 2025OLDER |
| Triad Wealth Partners, LLC$1.3B AUM | 0.04% | $543,562 | 13.5K | Q1 2026 |
| Jaffetilchin Investment Partners, LLC$1.7B AUM | 0.04% | $684,128 | 17.0K | Q1 2026 |
| Diversify Advisory Services, LLC$655M AUM | 0.04% | $1M | 30.9K | Q4 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.03% | $9M | 227.8K | Q1 2026 |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.03% | $465,317 | 11.5K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.03% | $2M | 53.1K | Q1 2026 |
| Onyx Bridge Wealth Group LLC$930M AUM | 0.03% | $294,517 | 7.3K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.03% | $23M | 559.1K | Q1 2026 |
| LVZ, Inc.$984M AUM | 0.03% | $238,161 | 5.9K | Q1 2026 |
| Private Advisory Group LLC$1.5B AUM | 0.03% | $386,629 | 9.6K | Q1 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.02% | $1M | 31.0K | Q1 2026 |
| Wagner Wealth Management, LLC$495M AUM | 0.02% | $108,277 | 2.7K | Q1 2026 |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.02% | $204,026 | 5.1K | Q3 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.02% | $12M | 304.3K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.02% | $993,358 | 24.6K | Q1 2026 |
| REAP Financial Group, LLC$507M AUM | 0.01% | $73,488 | 1.8K | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.01% | $556,219 | 13.8K | Q1 2026 |
| IMG Wealth Management, Inc.$157M AUM | 0.01% | $19,350 | 480 | Q1 2026 |
| StoneX Group Inc.$1.9B AUM | 0.01% | $224,012 | 5.6K | Q1 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $489,625 | 12.1K | Q1 2026 |
| Integrity Financial Corp /WA$201M AUM | 0.01% | $20,317 | 504 | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $9M | 227.8K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $694,770 | 17.2K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.01% | $298,749 | 7.4K | Q1 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.01% | $377,720 | 9.4K | Q1 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $294,113 | 7.3K | Q1 2026 |
| Alesco Advisors, LLC, An ESL Co$3.9B AUM | 0.01% | $234,815 | 5.8K | Q1 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $347,244 | 8.6K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $60,350 | 1.5K | Q3 2025OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.00% | $237,556 | 5.9K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $145,364 | 3.6K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $991,544 | 24.6K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $692,221 | 16.9K | Q4 2025OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $293,549 | 7.3K | Q1 2026 |
| Legacy Investment Solutions, LLC$192M AUM | 0.00% | $3,107 | 80 | Q2 2025OLDER |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.00% | $3,225 | 80 | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.00% | $40,099 | 1.0K | Q3 2025OLDER |
| FWL INVESTMENT MANAGEMENT, LLC$456M AUM | 0.00% | $6,047 | 150 | Q1 2026 |
| Abound Wealth Management$504M AUM | 0.00% | $4,078 | 105 | Q2 2025OLDER |
| Park Place Capital Corp$499M AUM | 0.00% | $5,160 | 128 | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $203,179 | 5.0K | Q4 2025OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $12,456 | 309 | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $734,921 | 18.2K | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $106,826 | 2.6K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.00% | $623,217 | 15.5K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $235,017 | 5.8K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $111,704 | 2.8K | Q1 2026 |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $731,857 | 18.2K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $2M | 47.2K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $92,717 | 2.3K | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $12,261 | 309 | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $5,845 | 145 | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $32,169 | 798 | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $2M | 39.0K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $251,262 | 6.2K | Q1 2026 |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $412,744 | 10.3K | Q3 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $16,721 | 417 | Q3 2025OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $204,259 | 5.1K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $235,704 | 5.9K | Q3 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $66,554 | 1.7K | Q1 2026 |
| Truvestments Capital LLC$554M AUM | 0.00% | $564 | 14 | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $449,451 | 11.6K | Q2 2025OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $8,788 | 218 | Q1 2026 |
| BARCLAYS PLC$416.3B AUM | 0.00% | $169,591 | 4.2K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $266,218 | 6.6K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $209,899 | 5.2K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $19,418 | 500 | Q2 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $94,776 | 2.3K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $65,159 | 1.6K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $17,536 | 435 | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $12,000 | 300 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.