FIRST TR EXCHNG TRADED FD VI (GJUL)
Institutional ownership reported to the SEC as of Q2 2026, across 12 quarters.
119
Reporting holders
$172.1M
Reported value
0.0%
Held as options
+1
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 | $42.5M | 977,956 | 0.01% | 7q | -7.4%-$3.4M |
| OSAIC HOLDINGS, INC. | $14.4M | 331,336 | 0.02% | 12q | -40.5%-$9.8M |
| LPL Financial LLC | $11.1M | 255,516 | 0.00% | 10q | -1.7%-$188.5K |
| Cetera Investment Advisers | $8.4M | 193,419 | 0.01% | 12q | -18.1%-$1.9M |
| COMMONWEALTH EQUITY SERVICES, LLC | $8.3M | 190,520 | 0.01% | 12q | -49.6%-$8.2M |
| Kestra Advisory Services, LLC | $7.7M | 176,856 | 0.02% | 12q | -7.5%-$622.0K |
| ENVESTNET ASSET MANAGEMENT INC | $7.5M | 172,926 | 0.00% | 12q | -44.0%-$5.9M |
| Integrated Wealth Concepts LLC | $7.2M | 166,158 | 0.04% | 12q | HELD |
| DAGCO, INC. | $4.6M | 106,109 | 0.85% | 7q | -32.6%-$2.2M |
| MML INVESTORS SERVICES, LLC | $4.4M | 100,152 | 0.01% | 8q | +4.3%+$179.6K |
| TRUIST FINANCIAL CORP | $4.1M | 94,676 | 0.00% | 12q | -49.1%-$4.0M |
| Americana Partners, LLC | $3.6M | 81,884 | 0.08% | 12q | -24.4%-$1.1M |
| FOUNDERS FINANCIAL SECURITIES LLC | $2.2M | 49,666 | 0.11% | new | NEW |
| Avantra Family Wealth, Inc. | $1.9M | 43,372 | 1.20% | 7q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.9M | 42,770 | 0.00% | 2q | +192.2%+$1.2M |
| CreativeOne Wealth, LLC | $1.7M | 40,045 | 0.04% | 8q | -5.1%-$92.9K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $1.5M | 34,000 | 0.07% | 4q | HELD |
| Kestra Investment Management, LLC | $1.4M | 31,179 | 0.03% | 8q | -1.2%-$17.1K |
| E&G Advisors, LLC | $1.2M | 27,150 | 0.23% | 12q | HELD |
| CITY HOLDING CO | $1.2M | 26,775 | 0.13% | 12q | -40.2%-$782.6K |
| Diligent Investors, LLC | $1.1M | 25,993 | 0.25% | 12q | -1.9%-$21.7K |
| Concurrent Investment Advisors, LLC | $1.1M | 25,448 | 0.01% | 2q | HELD |
| NewEdge Advisors, LLC | $1.1M | 24,776 | 0.00% | 12q | -19.6%-$262.0K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $955.1K | 21,947 | 0.01% | 4q | HELD |
| KINTRA WEALTH, LLC | $903.3K | 20,234 | 0.05% | 2q | +7.6%+$64.0K |
| Vestmark Advisory Solutions, Inc. | $894.0K | 20,557 | 0.01% | 3q | HELD |
| ELEVATION POINT WEALTH PARTNERS, LLC | $894.0K | 20,557 | 0.02% | 4q | HELD |
| CITADEL ADVISORS LLC | $885.7K | 20,366 | 0.00% | 4q | +109.9%+$463.6K |
| Avidian Wealth Enterprises, LLC | $862.2K | 19,826 | 0.02% | 12q | HELD |
| Kovack Advisors, Inc. | $846.0K | 19,452 | 0.04% | 3q | HELD |
| Tanglewood Legacy Advisors, LLC | $773.4K | 17,783 | 0.25% | 12q | -0.9%-$7.0K |
| Archer Investment Corp | $723.2K | 16,628 | 0.07% | 12q | +99.9%+$361.4K |
| Prospera Financial Services Inc | $690.7K | 15,883 | 0.01% | 12q | -1.5%-$10.9K |
| HighTower Advisors, LLC | $689.3K | 15,850 | 0.00% | 4q | HELD |
| Integrity Financial Corp /WA | $665.6K | 15,304 | 0.32% | 12q | -18.7%-$153.2K |
| Keystone Wealth Services, LLC | $643.1K | 14,788 | 0.12% | 2q | HELD |
| Keating Financial Advisory Services, Inc. | $642.8K | 14,780 | 0.08% | 3q | HELD |
| UPTICK PARTNERS, LLC | $635.6K | 14,614 | 0.10% | 8q | -6.8%-$46.1K |
| ROYAL BANK OF CANADA | $618.0K | 14,219 | 0.00% | 4q | HELD |
| DAYMARK WEALTH PARTNERS, LLC | $617.5K | 14,199 | 0.02% | 4q | -22.0%-$174.4K |
| Nvest Financial, LLC | $603.0K | 13,865 | 0.19% | 7q | HELD |
| Mutual Advisors, LLC | $549.2K | 12,628 | 0.01% | 5q | +1.9%+$10.2K |
| Ferguson Shapiro LLC | $496.8K | 11,423 | 0.15% | 11q | -12.4%-$70.1K |
| HARBOUR INVESTMENTS, INC. | $494.2K | 11,364 | 0.01% | 12q | -1.4%-$6.9K |
| Arax Advisory Partners | $487.7K | 11,213 | 0.00% | new | NEW |
| Steward Partners Investment Advisory, LLC | $485.3K | 11,160 | 0.00% | 12q | -3.5%-$17.4K |
| JANE STREET GROUP, LLC | $481.0K | 11,059 | 0.00% | new | NEW |
| Alpha Financial Partners LLC | $469.4K | 10,793 | 0.25% | 4q | HELD |
| NORDEN GROUP LLC | $453.8K | 10,434 | 0.04% | 8q | HELD |
| Capital Asset Advisory Services LLC | $441.9K | 10,160 | 0.02% | new | NEW |
| McKinley Carter Wealth Services, Inc. | $428.9K | 9,861 | 0.02% | 3q | +22.3%+$78.2K |
| FSB PREMIER WEALTH MANAGEMENT, INC. | $428.4K | 9,851 | 0.12% | 8q | -14.5%-$72.9K |
| CARY STREET PARTNERS FINANCIAL LLC | $422.9K | 9,725 | 0.01% | 7q | -1.5%-$6.5K |
| Arkadios Wealth Advisors | $413.2K | 9,500 | 0.01% | 7q | HELD |
| OneDigital Investment Advisors LLC | $404.2K | 9,294 | 0.00% | 11q | HELD |
| CoreCap Advisors, LLC | $403.4K | 9,276 | 0.01% | 10q | +1.1%+$4.4K |
| Aptus Capital Advisors, LLC | $391.4K | 9,000 | 0.00% | 12q | HELD |
| GUARDIAN WEALTH ADVISORS, LLC / NC | $391.4K | 9,000 | 0.02% | 12q | HELD |
| REAP Financial Group, LLC | $378.7K | 8,708 | 0.06% | 11q | -1.9%-$7.5K |
| Farther Finance Advisors, LLC | $376.2K | 8,650 | 0.00% | 6q | +4405.2%+$367.8K |
| Brookstone Capital Management | $364.1K | 8,371 | 0.00% | 4q | +2.0%+$7.2K |
| MGO ONE SEVEN LLC | $352.1K | 8,096 | 0.01% | 4q | -10.7%-$42.2K |
| MBL Wealth, LLC | $347.9K | 8,000 | 0.02% | 3q | HELD |
| AXXCESS WEALTH MANAGEMENT, LLC | $328.8K | 7,560 | 0.01% | new | NEW |
| Chicago Partners Investment Group LLC | $322.4K | 7,418 | 0.01% | 12q | HELD |
| AE Wealth Management LLC | $320.6K | 7,371 | 0.00% | 7q | -16.6%-$63.9K |
| Ergawealth Advisors, Inc. | $320.5K | 7,369 | 0.12% | 4q | HELD |
| Sequent Planning LLC | $313.9K | 7,218 | 0.07% | 4q | -9.2%-$31.7K |
| Madrona Financial Services, LLC | $305.3K | 7,020 | 0.06% | 5q | HELD |
| DHJJ Financial Advisors, Ltd. | $292.8K | 6,733 | 0.08% | 11q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $279.1K | 6,418 | 0.00% | 8q | HELD |
| XY Planning Network, Inc. | $272.1K | 6,257 | 0.03% | 5q | -25.5%-$93.0K |
| Hartford Financial Management Inc. | $270.3K | 6,215 | 0.06% | 5q | -36.5%-$155.5K |
| Next Level Private LLC | $265.7K | 6,110 | 0.05% | 4q | HELD |
| Grantvest Financial Group LLC | $255.9K | 5,884 | 0.15% | 7q | -4.4%-$11.7K |
| Sanctuary Advisors, LLC | $255.4K | 5,873 | 0.00% | 8q | -18.5%-$58.0K |
| NWF Advisory Services Inc. | $249.2K | 5,730 | 0.02% | 4q | -1.5%-$3.9K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $246.2K | 5,642 | 0.00% | 4q | HELD |
| Pallas Capital Advisors LLC | $245.8K | 5,653 | 0.01% | 12q | -2.0%-$4.9K |
| BFI Wealth Solutions, LLC | $244.0K | 5,611 | 0.18% | new | NEW |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $241.6K | 5,555 | 0.00% | 5q | -14.1%-$39.8K |
| Ameritas Advisory Services, LLC | $229.5K | 5,276 | 0.00% | new | NEW |
| Focus Partners Wealth | $226.0K | 5,197 | 0.00% | 9q | -8.8%-$21.7K |
| Koshinski Asset Management, Inc. | $223.5K | 5,140 | 0.01% | 4q | HELD |
| INSIGNEO ADVISORY SERVICES, LLC | $217.1K | 4,992 | 0.01% | 5q | HELD |
| MAI Capital Management | $215.8K | 4,963 | 0.00% | 8q | -78.6%-$794.9K |
| Spire Wealth Management | $214.1K | 4,923 | 0.01% | 7q | -7.9%-$18.4K |
| PKS Advisory Services, LLC | $209.7K | 4,821 | 0.03% | 7q | -25.5%-$71.9K |
| INDEPENDENT FINANCIAL GROUP, LLC | $206.4K | 4,745 | 0.00% | 4q | -24.0%-$65.2K |
| BARCLAYS PLC | $205.3K | 4,720 | 0.00% | 8q | -1.9%-$3.9K |
| Ausdal Financial Partners, Inc. | $203.4K | 4,678 | 0.01% | new | NEW |
| Financial Network Wealth Advisors LLC | $184.8K | 4,250 | 0.19% | 7q | HELD |
| MORGAN STANLEY | $158.3K | 3,639 | 0.00% | 7q | HELD |
| Triumph Capital Management | $157.1K | 3,613 | 0.03% | 5q | -47.3%-$141.3K |
| Rockefeller Capital Management L.P. | $148.8K | 3,421 | 0.00% | 4q | -31.1%-$67.1K |
| REICON WEALTH ADVISORS, LLC | $118.4K | 2,722 | 0.07% | 3q | -26.9%-$43.5K |
| Geneos Wealth Management Inc. | $101.1K | 2,325 | 0.00% | 7q | +89.8%+$47.8K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $94.3K | 2,168 | 0.00% | 8q | HELD |
| Kilter Group LLC | $86.4K | 1,986 | 0.03% | 5q | HELD |
| Ankerstar Wealth, LLC | $85.4K | 1,963 | 0.07% | 3q | HELD |
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 |
|---|---|---|---|
| 2026-07-17 | 13G/A | First Trust Portfolios L.P.with 2 co-filers | 23.2% |
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 | 119 | $172.1M | 3,957,278 | 12 | 13 | 47 | 0.0% |
| Q1 2026 | 118 | $198.9M | 4,876,150 | 10 | 10 | 44 | 0.0% |
| Q4 2025 | 122 | $240.3M | 5,814,539 | 11 | 17 | 43 | 0.0% |
| Q3 2025 | 133 | $366.3M | 9,040,972 | 45 | 36 | 19 | 0.0% |
| Q2 2025 | 92 | $186.0M | 4,810,742 | 15 | 12 | 31 | 0.0% |
| Q1 2025 | 87 | $156.0M | 4,340,863 | 4 | 10 | 36 | 0.0% |
| Q4 2024 | 92 | $187.2M | 5,103,346 | 9 | 17 | 26 | 0.0% |
| Q3 2024 | 94 | $202.0M | 5,606,181 | 30 | 37 | 9 | 0.0% |
| Q2 2024 | 66 | $167.7M | 4,825,188 | 7 | 8 | 22 | 0.0% |
| Q1 2024 | 64 | $177.8M | 5,246,217 | 7 | 10 | 22 | 0.0% |
| Q4 2023 | 71 | $222.2M | 6,915,859 | 20 | 15 | 13 | 0.0% |
| Q3 2023 | 55 | $116.5M | 3,891,596 | 55 | 0 | 0 | 0.0% |