FIRST TR EXCHNG TRADED FD VI (XJUL)
Institutional ownership reported to the SEC as of Q2 2026, across 13 quarters.
43
Reporting holders
$30.5M
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 |
|---|---|---|---|---|---|
| OSAIC HOLDINGS, INC. | $5.0M | 122,929 | 0.01% | 12q | +1.2%+$58.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.3M | 57,038 | 0.00% | 12q | HELD |
| Kestra Advisory Services, LLC | $2.1M | 51,373 | 0.01% | 12q | -11.2%-$265.1K |
| CROSSPOINT FINANCIAL, LLC | $2.1M | 51,200 | 4.77% | 4q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.0M | 49,907 | 0.00% | 12q | +501.9%+$1.7M |
| Cetera Investment Advisers | $1.6M | 38,622 | 0.00% | 12q | -70.8%-$3.8M |
| ENVESTNET ASSET MANAGEMENT INC | $1.4M | 33,957 | 0.00% | 12q | -83.6%-$7.0M |
| World Investment Advisors | $1.3M | 32,649 | 0.02% | 2q | -4.8%-$67.0K |
| Diligent Investors, LLC | $1.3M | 31,987 | 0.29% | 12q | -10.5%-$152.7K |
| Griffith & Werner, Inc. | $1.2M | 29,600 | 0.56% | 6q | HELD |
| Mariner, LLC | $1.1M | 26,032 | 0.00% | 12q | -6.1%-$68.4K |
| OLD MISSION CAPITAL LLC | $956.2K | 23,486 | 0.02% | 3q | -11.2%-$120.2K |
| CreativeOne Wealth, LLC | $842.6K | 20,694 | 0.02% | 8q | -42.9%-$632.5K |
| Steward Partners Investment Advisory, LLC | $745.1K | 18,300 | 0.00% | 12q | -1.9%-$14.3K |
| Summit Financial, LLC | $691.4K | 16,982 | 0.01% | new | NEW |
| LPL Financial LLC | $581.1K | 14,273 | 0.00% | 9q | -6.5%-$40.7K |
| SILVER OAK SECURITIES, INCORPORATED | $568.1K | 13,952 | 0.03% | 12q | -36.5%-$326.0K |
| Sequent Planning LLC | $478.4K | 11,750 | 0.10% | 8q | -14.4%-$80.5K |
| IFP Advisors, Inc | $477.0K | 11,716 | 0.01% | 8q | +100.0%+$238.5K |
| Keel Point, LLC | $392.3K | 9,636 | 0.02% | 3q | HELD |
| PFS Partners, LLC | $378.4K | 9,293 | 0.15% | 8q | -2.7%-$10.4K |
| GOLDMAN SACHS GROUP INC | $341.6K | 8,391 | 0.00% | new | NEW |
| Chicago Partners Investment Group LLC | $303.2K | 7,450 | 0.01% | 12q | HELD |
| Pitti Group Wealth Management, LLC | $277.5K | 6,815 | 0.20% | 7q | HELD |
| UBS Group AG | $261.8K | 6,429 | 0.00% | 6q | +1056.3%+$239.1K |
| FSB PREMIER WEALTH MANAGEMENT, INC. | $241.3K | 5,927 | 0.07% | 8q | HELD |
| Aptus Capital Advisors, LLC | $238.8K | 5,865 | 0.00% | 12q | HELD |
| GUARDIAN WEALTH ADVISORS, LLC / NC | $238.8K | 5,865 | 0.01% | 12q | HELD |
| Foguth Wealth Management, LLC. | $228.3K | 5,598 | 0.03% | 6q | HELD |
| BARCLAYS PLC | $205.7K | 5,053 | 0.00% | 8q | HELD |
| Geneos Wealth Management Inc. | $134.4K | 3,300 | 0.00% | 7q | HELD |
| JPMORGAN CHASE & CO | $128.9K | 3,167 | 0.00% | 7q | -59.2%-$186.8K |
| EP Wealth Advisors, LLC | $104.3K | 2,562 | 0.00% | new | NEW |
| Triumph Capital Management | $65.1K | 1,600 | 0.01% | 2q | HELD |
| DHJJ Financial Advisors, Ltd. | $61.8K | 1,519 | 0.02% | 11q | HELD |
| Farther Finance Advisors, LLC | $44.8K | 1,100 | 0.00% | new | NEW |
| Allworth Financial LP | $40.3K | 989 | 0.00% | 7q | -12.7%-$5.9K |
| Ashton Thomas Private Wealth, LLC | $30.0K | 738 | 0.00% | 8q | HELD |
| Pinnacle Wealth Planning Services, Inc. | $27.0K | 664 | 0.00% | 3q | HELD |
| Smartleaf Asset Management LLC | $24.9K | 611 | 0.00% | 2q | HELD |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $12.2K | 300 | 0.00% | 3q | HELD |
| Capital Investment Advisory Services, LLC | $7.2K | 178 | 0.00% | 2q | -80.2%-$29.4K |
| MORGAN STANLEY | $3.7K | 92 | 0.00% | 4q | HELD |
| HRT FINANCIAL LP | $665 | 16,346 | 0.00% | new | NEW |
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 |
|---|---|---|---|
| 2026-07-07 | 13G/A | First Trust Portfolios L.P.with 2 co-filers | 2.9% |
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 | 43 | $30.5M | 749,589 | 4 | 4 | 16 | 0.0% |
| Q1 2026 | 50 | $43.2M | 1,109,163 | 12 | 8 | 17 | 0.0% |
| Q4 2025 | 40 | $33.6M | 859,283 | 5 | 4 | 16 | 0.0% |
| Q3 2025 | 36 | $29.3M | 765,413 | 7 | 12 | 8 | 0.0% |
| Q2 2025 | 34 | $25.3M | 681,584 | 4 | 7 | 15 | 0.0% |
| Q1 2025 | 35 | $39.0M | 1,103,575 | 3 | 12 | 7 | 0.0% |
| Q4 2024 | 38 | $33.2M | 936,995 | 8 | 6 | 9 | 0.0% |
| Q3 2024 | 33 | $28.7M | 821,452 | 12 | 13 | 2 | 0.0% |
| Q2 2024 | 26 | $18.9M | 557,008 | 2 | 3 | 14 | 0.0% |
| Q1 2024 | 30 | $26.9M | 808,570 | 4 | 6 | 9 | 0.0% |
| Q4 2023 | 32 | $27.3M | 852,416 | 7 | 9 | 7 | 0.0% |
| Q3 2023 | 27 | $19.7M | 654,915 | 27 | 0 | 0 | 0.0% |
| Q3 2022 | 1 | $895.9K | 29,715 | 1 | 0 | 0 | 0.0% |