FIRST TR EXCHNG TRADED FD VI (JUNM)
Institutional ownership reported to the SEC as of Q2 2026, across 9 quarters.
53
Reporting holders
$40.3M
Reported value
0.0%
Held as options
+6
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 |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | $6.5M | 186,368 | 0.01% | 9q | -1.6%-$104.9K |
| Mutual Advisors, LLC | $6.2M | 175,896 | 0.12% | 9q | -8.1%-$546.2K |
| Cresset Asset Management, LLC | $2.1M | 61,096 | 0.01% | 9q | -2.6%-$57.2K |
| MML INVESTORS SERVICES, LLC | $1.9M | 54,689 | 0.00% | 9q | +14.4%+$240.9K |
| Gallagher Fiduciary Advisors, LLC | $1.5M | 42,434 | 0.05% | 9q | +3.3%+$47.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.4M | 40,388 | 0.00% | 2q | +74.7%+$606.1K |
| Cetera Investment Advisers | $1.4M | 39,904 | 0.00% | 9q | +42.9%+$420.7K |
| UBS Group AG | $1.2M | 34,856 | 0.00% | new | NEW |
| LPL Financial LLC | $1.2M | 34,749 | 0.00% | 7q | HELD |
| Glen Eagle Advisors, LLC | $1.2M | 33,210 | 0.15% | 8q | -1.4%-$16.7K |
| Diligent Investors, LLC | $1.1M | 32,375 | 0.25% | 8q | +4.8%+$51.8K |
| Americana Partners, LLC | $1.1M | 30,768 | 0.02% | 5q | -0.6%-$6.1K |
| Owen LaRue, LLC | $955.1K | 27,219 | 0.33% | 9q | -3.4%-$34.0K |
| Clear Creek Financial Management, LLC | $909.0K | 25,904 | 0.06% | 9q | +32.2%+$221.2K |
| Kestra Advisory Services, LLC | $796.6K | 22,702 | 0.00% | 9q | +120.0%+$434.5K |
| Atria Investments, Inc | $731.3K | 20,840 | 0.01% | 8q | -15.4%-$133.4K |
| Concurrent Investment Advisors, LLC | $683.0K | 19,464 | 0.01% | 5q | +159.9%+$420.2K |
| Geneos Wealth Management Inc. | $665.5K | 18,965 | 0.01% | 7q | +50.6%+$223.5K |
| OSAIC HOLDINGS, INC. | $650.5K | 18,537 | 0.00% | 9q | -9.5%-$68.2K |
| Madrona Financial Services, LLC | $569.2K | 16,222 | 0.10% | new | NEW |
| McKinley Carter Wealth Services, Inc. | $529.8K | 15,098 | 0.03% | 5q | HELD |
| AE Wealth Management LLC | $472.0K | 13,450 | 0.00% | 8q | +20.3%+$79.8K |
| ENVESTNET ASSET MANAGEMENT INC | $458.5K | 13,067 | 0.00% | 8q | +23.7%+$88.0K |
| WealthCare Asset Management, LLC | $439.6K | 12,528 | 0.18% | new | NEW |
| Mariner, LLC | $427.2K | 12,174 | 0.00% | 3q | +7.0%+$27.8K |
| LANARK FINANCIAL, INC. | $401.6K | 11,444 | 0.03% | 8q | -3.1%-$12.7K |
| Foguth Wealth Management, LLC. | $357.9K | 10,199 | 0.04% | 7q | -20.8%-$94.1K |
| Apollon Wealth Management, LLC | $350.0K | 9,974 | 0.00% | new | NEW |
| HBW ADVISORY SERVICES LLC | $348.5K | 9,931 | 0.03% | 8q | -66.4%-$689.3K |
| SILVER OAK SECURITIES, INCORPORATED | $333.6K | 9,507 | 0.02% | new | NEW |
| Macro Advisors, Inc. | $318.0K | 9,063 | 0.10% | 2q | HELD |
| PKS Advisory Services, LLC | $304.9K | 8,690 | 0.05% | new | NEW |
| VICTORY FINANCIAL GROUP, LLC | $302.9K | 8,631 | 0.03% | new | NEW |
| TRUIST FINANCIAL CORP | $280.0K | 7,979 | 0.00% | new | NEW |
| Buck Wealth Strategies, LLC | $278.3K | 7,930 | 0.03% | 4q | +27.3%+$59.7K |
| Brookstone Capital Management | $260.4K | 7,421 | 0.00% | 8q | -9.2%-$26.5K |
| Ameritas Advisory Services, LLC | $244.9K | 6,978 | 0.00% | new | NEW |
| StoneX Group Inc. | $224.6K | 6,400 | 0.01% | new | NEW |
| Capital Investment Advisory Services, LLC | $148.3K | 4,225 | 0.01% | 9q | -9.6%-$15.8K |
| HARBOUR INVESTMENTS, INC. | $139.6K | 3,979 | 0.00% | 9q | +12.1%+$15.0K |
| Integrity Financial Corp /WA | $138.1K | 3,936 | 0.07% | 8q | -6.6%-$9.8K |
| BARCLAYS PLC | $134.1K | 3,823 | 0.00% | 8q | HELD |
| Benson Wealth Management INC | $125.3K | 3,570 | 0.13% | 3q | HELD |
| EVOLUTION WEALTH MANAGEMENT INC. | $114.8K | 3,272 | 0.07% | 5q | HELD |
| DHJJ Financial Advisors, Ltd. | $79.8K | 2,275 | 0.02% | 8q | HELD |
| Pinnacle Wealth Planning Services, Inc. | $76.5K | 2,181 | 0.01% | 3q | HELD |
| FIDUCIARY FINANCIAL ADVISORS | $43.9K | 1,250 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $30.6K | 875 | 0.00% | new | NEW |
| Steward Partners Investment Advisory, LLC | $29.8K | 850 | 0.00% | 5q | HELD |
| Noble Wealth Management PBC | $28.9K | 825 | 0.01% | 6q | -51.5%-$30.7K |
| ASSETMARK, INC | $21.1K | 600 | 0.00% | 4q | HELD |
| Financial Network Wealth Advisors LLC | $4.0K | 113 | 0.00% | 6q | HELD |
| Clearstead Advisors, LLC | $3.5K | 100 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $504 | 14,368 | 0.00% | 9q | -10.5% |
| Capital Analysts, LLC | $281 | 7,995 | 0.01% | 9q | HELD |
| WEDBUSH SECURITIES INC | $246 | 7,022 | 0.01% | 4q | -83.7%-$1.3K |
| CX Institutional | $32 | 905 | 0.00% | 3q | HELD |
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 | 53 | $40.3M | 1,148,924 | 13 | 14 | 15 | 0.0% |
| Q1 2026 | 47 | $36.7M | 1,069,982 | 2 | 5 | 20 | 0.0% |
| Q4 2025 | 51 | $38.5M | 1,124,174 | 9 | 6 | 15 | 0.0% |
| Q3 2025 | 45 | $31.7M | 937,341 | 4 | 7 | 15 | 0.0% |
| Q2 2025 | 45 | $34.8M | 1,045,514 | 6 | 13 | 16 | 0.0% |
| Q1 2025 | 44 | $31.7M | 1,010,278 | 4 | 7 | 21 | 0.0% |
| Q4 2024 | 46 | $53.1M | 1,671,275 | 6 | 10 | 16 | 0.0% |
| Q3 2024 | 48 | $51.3M | 1,631,754 | 27 | 19 | 1 | 0.0% |
| Q2 2024 | 23 | $18.9M | 618,787 | 23 | 0 | 0 | 0.0% |