FIRST TR EXCHNG TRADED FD VI (JULM)
Institutional ownership reported to the SEC as of Q2 2026, across 8 quarters.
33
Reporting holders
$10.9M
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 |
|---|---|---|---|---|---|
| Arete Wealth Advisors, LLC | $903.2K | 26,100 | 0.02% | 8q | +100.0%+$451.6K |
| Glen Eagle Advisors, LLC | $844.0K | 24,390 | 0.11% | 8q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $800.7K | 23,137 | 0.00% | 3q | +38.3%+$221.9K |
| Strategic Blueprint, LLC | $716.4K | 20,702 | 0.04% | 4q | +6.0%+$40.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | $663.2K | 19,166 | 0.00% | 8q | +5.3%+$33.2K |
| Mutual Advisors, LLC | $553.8K | 16,004 | 0.01% | 8q | -9.6%-$58.8K |
| IFP Advisors, Inc | $454.0K | 13,120 | 0.01% | 8q | +100.0%+$227.0K |
| OLD MISSION CAPITAL LLC | $453.1K | 13,093 | 0.01% | 4q | -46.6%-$396.1K |
| Kestra Advisory Services, LLC | $420.4K | 12,148 | 0.00% | 8q | HELD |
| NORDEN GROUP LLC | $415.3K | 12,000 | 0.03% | 8q | HELD |
| Madrona Financial Services, LLC | $386.3K | 11,162 | 0.07% | 8q | HELD |
| GOLDMAN SACHS GROUP INC | $381.2K | 11,015 | 0.00% | 4q | +15.2%+$50.2K |
| Cetera Investment Advisers | $378.9K | 10,950 | 0.00% | 8q | -23.0%-$113.3K |
| Crusonia Wealth Advisors LLC | $374.4K | 10,820 | 0.06% | 3q | HELD |
| AE Wealth Management LLC | $328.8K | 9,502 | 0.00% | 4q | -3.4%-$11.6K |
| Cresset Asset Management, LLC | $324.3K | 9,371 | 0.00% | 4q | HELD |
| MML INVESTORS SERVICES, LLC | $319.1K | 9,221 | 0.00% | 8q | +50.2%+$106.6K |
| Ergawealth Advisors, Inc. | $306.5K | 8,858 | 0.12% | 4q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $301.3K | 8,706 | 0.00% | 7q | HELD |
| LPL Financial LLC | $264.5K | 7,642 | 0.00% | 6q | -61.4%-$420.6K |
| Clear Creek Financial Management, LLC | $209.7K | 6,059 | 0.01% | 8q | -39.7%-$137.9K |
| Foguth Wealth Management, LLC. | $204.1K | 5,890 | 0.02% | 6q | -5.4%-$11.6K |
| Gallagher Fiduciary Advisors, LLC | $203.5K | 5,881 | 0.01% | new | NEW |
| BARCLAYS PLC | $199.3K | 5,759 | 0.00% | 4q | HELD |
| JPMORGAN CHASE & CO | $94.8K | 2,739 | 0.00% | 2q | HELD |
| OSAIC HOLDINGS, INC. | $77.1K | 2,228 | 0.00% | 6q | HELD |
| Financial Network Wealth Advisors LLC | $74.1K | 2,140 | 0.08% | 6q | HELD |
| HARBOUR INVESTMENTS, INC. | $63.8K | 1,845 | 0.00% | 4q | HELD |
| Geneos Wealth Management Inc. | $45.0K | 1,300 | 0.00% | 7q | +100.0%+$22.5K |
| Buck Wealth Strategies, LLC | $45.0K | 1,300 | 0.00% | new | NEW |
| UBS Group AG | $32.2K | 930 | 0.00% | 3q | +24.5%+$6.3K |
| Integrity Financial Corp /WA | $26.4K | 764 | 0.01% | 4q | HELD |
| Clearstead Advisors, LLC | $3.5K | 100 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $240 | 6,936 | 0.00% | 8q | -1.6% |
| Capital Analysts, LLC | $86 | 2,471 | 0.00% | 8q | HELD |
| CX Institutional | $25 | 713 | 0.00% | 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 |
|---|---|---|---|
| 2026-07-14 | 13G/A | First Trust Portfolios L.P.with 2 co-filers | 18.8% |
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 | 33 | $10.9M | 314,042 | 3 | 9 | 7 | 0.0% |
| Q1 2026 | 34 | $11.1M | 329,356 | 1 | 6 | 11 | 0.0% |
| Q4 2025 | 36 | $12.5M | 384,874 | 4 | 10 | 9 | 0.0% |
| Q3 2025 | 31 | $10.3M | 308,866 | 13 | 8 | 1 | 0.0% |
| Q2 2025 | 22 | $6.2M | 191,666 | 1 | 2 | 6 | 0.0% |
| Q1 2025 | 22 | $6.3M | 202,468 | 3 | 3 | 8 | 0.0% |
| Q4 2024 | 25 | $8.2M | 259,603 | 4 | 3 | 6 | 0.0% |
| Q3 2024 | 23 | $8.6M | 277,365 | 23 | 0 | 0 | 0.0% |