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Position history for OSAIC HOLDINGS, INC.OSAIC HOLDINGS, INC.'s holdings in FIRST TR EXCHNG TRADED FD VI

OSAIC HOLDINGS, INC. holds 86,726 shares of XPND (FIRST TR EXCHNG TRADED FD VI), worth $3.6M as of 2026-Q2. The position was increased (+2.7% shares). XPND represents 0.0% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$3.6M

Current Shares

86,726

Total Value Change

-$2.7M

Total Shares Change

-134,499

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
86,726
+2.7%
$3.6M0.0%$41.84
27
2026-Q1
Decreased
84,456
-6.2%
$2.8M0.0%$34.17
0
2025-Q4
Decreased
89,996
-10.5%
$3.2M0.0%$36.48
0
2025-Q3
Increased
100,542
+0.5%
$3.5M0.0%$36.19
27
2025-Q2
Increased
100,095
+1.5%
$3.4M0.0%$33.19
27
2025-Q1
Increased
98,632
+2.5%
$2.8M0.0%$28.15
27
2024-Q4
Decreased
96,270
-56.5%
$2.9M0.0%$30.63
0
2024-Q3
Decreased
221,225
-0.9%
$6.4M0.0%$28.61
0

Other major holders of XPND: Cerity Partners LLC, Integrated Wealth Concepts LLC

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