FIRST TR EXCHNG TRADED FD VI (FJUL)
Institutional ownership reported to the SEC as of Q2 2026, across 24 quarters.
147
Reporting holders
$235.9M
Reported value
0.0%
Held as options
+7
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | $28.8M | 483,033 | 0.01% | 7q | -4.9%-$1.5M |
| ASSETMARK, INC | $16.4M | 275,323 | 0.03% | 9q | +7.6%+$1.2M |
| MML INVESTORS SERVICES, LLC | $13.1M | 220,831 | 0.03% | 12q | +21.2%+$2.3M |
| ENVESTNET ASSET MANAGEMENT INC | $12.8M | 214,190 | 0.00% | 18q | -50.6%-$13.0M |
| Cetera Investment Advisers | $9.7M | 163,531 | 0.01% | 23q | -6.3%-$650.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | $9.4M | 157,523 | 0.01% | 24q | -9.3%-$962.2K |
| OSAIC HOLDINGS, INC. | $8.7M | 146,254 | 0.01% | 24q | +21.0%+$1.5M |
| REAP Financial Group, LLC | $8.2M | 138,076 | 1.40% | 11q | -1.6%-$137.1K |
| LPL Financial LLC | $6.8M | 114,070 | 0.00% | 15q | -9.5%-$716.4K |
| CAPTRUST FINANCIAL ADVISORS | $6.3M | 106,614 | 0.01% | 16q | -1.1%-$69.1K |
| Onyx Bridge Wealth Group LLC | $6.1M | 102,977 | 0.55% | 4q | -5.8%-$376.9K |
| Kestra Advisory Services, LLC | $5.5M | 91,764 | 0.02% | 24q | -15.7%-$1.0M |
| SMART Wealth LLC | $4.8M | 80,703 | 1.04% | 10q | -18.8%-$1.1M |
| MBL Wealth, LLC | $4.8M | 80,208 | 0.33% | 11q | -12.3%-$666.7K |
| Rockefeller Capital Management L.P. | $4.3M | 72,749 | 0.01% | 24q | -7.5%-$351.5K |
| Keystone Wealth Services, LLC | $3.6M | 61,006 | 0.67% | 2q | -7.9%-$309.9K |
| BECK CAPITAL MANAGEMENT, LLC | $3.4M | 57,777 | 0.63% | 20q | +0.7%+$22.3K |
| STEPHENS INC /AR/ | $3.2M | 53,696 | 0.04% | 12q | -2.3%-$74.5K |
| Concurrent Investment Advisors, LLC | $3.1M | 52,241 | 0.03% | 8q | HELD |
| Main Street Financial Solutions, LLC | $2.9M | 48,469 | 0.19% | 20q | -2.4%-$69.9K |
| HighTower Advisors, LLC | $2.2M | 36,738 | 0.00% | 8q | +7.4%+$150.3K |
| Mariner, LLC | $2.2M | 36,130 | 0.00% | 19q | -2.3%-$49.8K |
| Apollon Wealth Management, LLC | $2.1M | 34,480 | 0.02% | 4q | HELD |
| Ameritas Advisory Services, LLC | $1.9M | 31,712 | 0.04% | 10q | +219.7%+$1.3M |
| NewEdge Wealth, LLC | $1.9M | 31,632 | 0.02% | 8q | HELD |
| INTEGRITY ALLIANCE, LLC. | $1.8M | 29,935 | 0.06% | 3q | HELD |
| FOUNDERS FINANCIAL SECURITIES LLC | $1.7M | 28,119 | 0.09% | 8q | +5.4%+$86.5K |
| Horizon Investments, LLC | $1.7M | 28,119 | 0.02% | new | NEW |
| MONEY CONCEPTS CAPITAL CORP | $1.6M | 26,676 | 0.07% | 3q | +14.0%+$195.4K |
| HARBOUR INVESTMENTS, INC. | $1.5M | 25,220 | 0.02% | 21q | -2.6%-$39.6K |
| FWG Investments, LLC. | $1.4M | 24,300 | 0.77% | 11q | -5.0%-$75.5K |
| CITADEL ADVISORS LLC | $1.4M | 23,824 | 0.00% | 11q | +229.3%+$987.7K |
| KINTRA WEALTH, LLC | $1.4M | 22,986 | 0.07% | 3q | -0.6%-$8.6K |
| 1776 Wealth LLC | $1.4M | 23,365 | 0.49% | 12q | -12.9%-$205.4K |
| Synergy Asset Management, LLC | $1.4M | 23,313 | 0.13% | 6q | -14.7%-$239.5K |
| TRUIST FINANCIAL CORP | $1.4M | 22,938 | 0.00% | 16q | -31.0%-$614.7K |
| Integrity Financial Corp /WA | $1.3M | 22,587 | 0.64% | 19q | -10.8%-$163.0K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $1.3M | 22,157 | 0.16% | 19q | -1.3%-$17.3K |
| ROYAL BANK OF CANADA | $1.3M | 21,096 | 0.00% | 16q | +7.9%+$92.5K |
| Steward Partners Investment Advisory, LLC | $1.2M | 20,418 | 0.01% | 16q | -5.3%-$67.5K |
| Bleakley Financial Group, LLC | $1.2M | 19,330 | 0.01% | 4q | -4.0%-$48.0K |
| Accel Wealth Management | $1.1M | 18,591 | 0.25% | 8q | HELD |
| OLD MISSION CAPITAL LLC | $1.1M | 18,497 | 0.02% | new | NEW |
| RFG Advisory, LLC | $1.0M | 17,532 | 0.02% | 12q | +10.8%+$101.6K |
| OneDigital Investment Advisors LLC | $867.8K | 14,575 | 0.01% | 20q | -19.1%-$205.0K |
| Bison Wealth, LLC | $854.8K | 14,314 | 0.08% | 3q | HELD |
| Prosperity Consulting Group, LLC | $848.1K | 14,245 | 0.03% | 8q | -15.0%-$149.7K |
| CoreCap Advisors, LLC | $812.4K | 13,645 | 0.02% | 11q | +2.5%+$19.7K |
| Tanglewood Legacy Advisors, LLC | $793.4K | 13,325 | 0.26% | 15q | HELD |
| Goldenstone Wealth Management LLC | $780.9K | 13,115 | 0.51% | 3q | HELD |
| Midwest Financial Network, LLC | $770.2K | 12,936 | 0.53% | new | FIRST |
| IFP Advisors, Inc | $770.1K | 12,935 | 0.01% | 20q | -5.0%-$40.4K |
| Archer Investment Corp | $763.3K | 12,820 | 0.07% | 20q | +100.0%+$381.7K |
| Crown Wealth Group, LLC | $696.6K | 11,699 | 0.18% | 8q | HELD |
| TFB Advisors LLC | $685.4K | 11,512 | 0.30% | 9q | +51.3%+$232.4K |
| McKinley Carter Wealth Services, Inc. | $671.9K | 11,284 | 0.03% | 16q | -11.5%-$87.6K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $670.1K | 11,255 | 0.01% | 15q | HELD |
| AE Wealth Management LLC | $668.8K | 11,233 | 0.00% | 24q | +4.3%+$27.7K |
| MGO ONE SEVEN LLC | $662.3K | 11,124 | 0.01% | 5q | -85.5%-$3.9M |
| OPPENHEIMER & CO INC | $656.6K | 11,028 | 0.01% | 8q | -13.4%-$101.8K |
| SOA Wealth Advisors, LLC. | $652.0K | 10,950 | 0.11% | 16q | +2.0%+$12.7K |
| JPMORGAN CHASE & CO | $635.5K | 10,691 | 0.00% | new | NEW |
| DHJJ Financial Advisors, Ltd. | $627.2K | 10,534 | 0.18% | 23q | -2.1%-$13.6K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $604.8K | 10,117 | 0.00% | 7q | -4.4%-$27.8K |
| Sanctuary Advisors, LLC | $594.8K | 9,990 | 0.00% | 8q | HELD |
| NewEdge Advisors, LLC | $587.9K | 9,874 | 0.00% | 15q | HELD |
| CreativeOne Wealth, LLC | $581.4K | 9,765 | 0.01% | 13q | -12.7%-$84.8K |
| FSB PREMIER WEALTH MANAGEMENT, INC. | $577.4K | 9,698 | 0.16% | 20q | HELD |
| Keating Financial Advisory Services, Inc. | $571.5K | 9,599 | 0.08% | 3q | HELD |
| Mutual Advisors, LLC | $547.8K | 9,201 | 0.01% | 20q | +2.9%+$15.4K |
| Stonebridge Financial Group, LLC | $546.0K | 9,170 | 0.04% | 4q | HELD |
| Faithward Advisors, LLC | $545.1K | 9,155 | 0.07% | 4q | -0.9%-$4.9K |
| Griffith & Werner, Inc. | $541.0K | 9,085 | 0.25% | 6q | HELD |
| Strategic Blueprint, LLC | $531.8K | 8,932 | 0.03% | 13q | -65.8%-$1.0M |
| PNC Financial Services Group, Inc. | $529.0K | 8,885 | 0.00% | 9q | -21.6%-$146.0K |
| Grantvest Financial Group LLC | $527.5K | 8,860 | 0.31% | 7q | -6.1%-$34.2K |
| Prospera Financial Services Inc | $525.9K | 8,833 | 0.01% | 11q | HELD |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $517.5K | 8,685 | 0.00% | 4q | -38.3%-$321.1K |
| Cerity Partners LLC | $482.9K | 8,110 | 0.00% | 15q | -1.3%-$6.3K |
| Harvest Investment Services, LLC | $469.8K | 7,890 | 0.07% | 8q | -11.2%-$59.4K |
| StoneX Group Inc. | $467.1K | 7,854 | 0.02% | 16q | +1.3%+$5.8K |
| Kingsview Wealth Management, LLC | $465.7K | 7,821 | 0.01% | 8q | HELD |
| Merit Financial Group, LLC | $427.5K | 7,180 | 0.00% | 6q | +75.0%+$183.1K |
| Sowell Financial Services LLC | $427.3K | 7,176 | 0.01% | 6q | -16.5%-$84.7K |
| KINGSWOOD WEALTH ADVISORS, LLC | $422.0K | 7,088 | 0.02% | 8q | -42.1%-$307.4K |
| Farther Finance Advisors, LLC | $415.1K | 6,972 | 0.00% | 6q | +32.3%+$101.4K |
| Snowden Capital Advisors LLC | $388.8K | 6,530 | 0.01% | 3q | -1.1%-$4.4K |
| EP Wealth Advisors, LLC | $386.0K | 6,483 | 0.00% | new | NEW |
| Outlook Wealth Advisors, LLC | $365.8K | 6,143 | 0.08% | 18q | -33.1%-$180.6K |
| SILVER OAK SECURITIES, INCORPORATED | $364.5K | 6,122 | 0.02% | 3q | -2.5%-$9.5K |
| Buck Wealth Strategies, LLC | $350.8K | 5,891 | 0.04% | 5q | -12.5%-$50.0K |
| LANARK FINANCIAL, INC. | $342.7K | 5,756 | 0.02% | 12q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $338.7K | 5,688 | 0.00% | 11q | -78.6%-$1.2M |
| Foundations Investment Advisors, LLC | $332.4K | 5,583 | 0.00% | 5q | -0.7%-$2.3K |
| Sage Capital Advisors,llc | $331.9K | 5,575 | 0.07% | 20q | HELD |
| MORGAN STANLEY | $329.9K | 5,541 | 0.00% | 20q | HELD |
| SEEDS INVESTOR LLC | $321.2K | 5,395 | 0.03% | 4q | -8.0%-$28.0K |
| Beacon Financial Advisory LLC | $316.8K | 5,320 | 0.06% | 14q | HELD |
| Arkadios Wealth Advisors | $308.4K | 5,180 | 0.00% | 7q | HELD |
| Signal Advisors Wealth, LLC | $302.8K | 5,085 | 0.02% | 8q | -7.1%-$23.0K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-27 | 13G/A | First Trust Portfolios L.P.with 2 co-filers | 70.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 147 | $235.9M | 3,960,391 | 17 | 21 | 65 | 0.0% |
| Q1 2026 | 140 | $257.8M | 4,708,942 | 7 | 23 | 64 | 0.0% |
| Q4 2025 | 154 | $308.1M | 5,510,792 | 13 | 31 | 61 | 0.0% |
| Q3 2025 | 142 | $316.8M | 5,793,577 | 29 | 49 | 37 | 0.0% |
| Q2 2025 | 118 | $276.3M | 5,341,336 | 9 | 20 | 54 | 0.0% |
| Q1 2025 | 130 | $233.6M | 4,903,852 | 9 | 26 | 56 | 0.0% |
| Q4 2024 | 136 | $277.5M | 5,667,249 | 7 | 31 | 52 | 0.0% |
| Q3 2024 | 131 | $277.0M | 5,756,755 | 40 | 51 | 21 | 0.0% |
| Q2 2024 | 97 | $175.8M | 3,811,573 | 7 | 11 | 48 | 0.0% |
| Q1 2024 | 112 | $304.7M | 6,862,890 | 22 | 30 | 29 | 0.0% |
| Q4 2023 | 100 | $222.3M | 5,334,488 | 13 | 24 | 24 | 0.0% |
| Q3 2023 | 97 | $190.5M | 4,966,954 | 27 | 38 | 13 | 0.0% |
| Q2 2023 | 79 | $60.8M | 1,561,940 | 9 | 10 | 34 | 0.0% |
| Q1 2023 | 75 | $82.0M | 2,266,645 | 13 | 14 | 23 | 0.0% |
| Q4 2022 | 67 | $67.7M | 1,971,907 | 10 | 16 | 19 | 0.0% |
| Q3 2022 | 80 | $93.5M | 2,881,449 | 33 | 28 | 7 | 0.0% |
| Q2 2022 | 55 | $53.6M | 1,619,190 | 3 | 11 | 17 | 0.0% |
| Q1 2022 | 58 | $68.6M | 1,901,716 | 9 | 11 | 17 | 0.0% |
| Q4 2021 | 56 | $68.6M | 1,874,625 | 7 | 8 | 11 | 0.0% |
| Q3 2021 | 50 | $67.0M | 1,939,023 | 31 | 14 | 2 | 0.0% |
| Q2 2021 | 21 | $12.5M | 359,768 | 1 | 4 | 6 | 0.0% |
| Q1 2021 | 25 | $15.3M | 448,145 | 2 | 4 | 8 | 0.0% |
| Q4 2020 | 23 | $24.4M | 740,355 | 4 | 7 | 5 | 0.0% |
| Q3 2020 | 20 | $21.0M | 662,571 | 18 | 0 | 0 | 2.1% |