FIRST TR EXCHNG TRADED FD VI (JULM)
Institutional ownership reported to the SEC as of Q2 2026, across 9 quarters.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| 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 |
| Arete Wealth Advisors, LLC | $451.6K | 13,050 | 0.03% | 8q | HELD |
| 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 |
| Cambridge Investment Research Advisors, Inc. | $240.0K | 6,936 | 0.00% | 8q | -1.6%-$3.9K |
| 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% | 7q | -1.9%-$4.0K |
| 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 |
| Capital Analysts, LLC | $86.0K | 2,471 | 0.00% | 8q | 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 |
| CX Institutional | $25.0K | 713 | 0.00% | 3q | HELD |
| Clearstead Advisors, LLC | $3.5K | 100 | 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 |
|---|---|---|---|
| 2026-10-14 | 13G/A | First Trust Portfolios L.P.with 2 co-filers | 17.2% |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 13 | $6.0M | 170,683 | 3 | 2 | 1 | 0.0% |
| Q2 2026 | 36 | $10.8M | 311,112 | 3 | 8 | 8 | 0.0% |
| Q1 2026 | 38 | $11.6M | 345,075 | 1 | 5 | 12 | 0.0% |
| Q4 2025 | 40 | $13.6M | 406,121 | 5 | 9 | 11 | 0.0% |
| Q3 2025 | 36 | $12.8M | 385,758 | 14 | 8 | 3 | 0.0% |
| Q2 2025 | 27 | $10.1M | 311,290 | 1 | 3 | 7 | 0.0% |
| Q1 2025 | 27 | $10.1M | 322,176 | 3 | 3 | 10 | 0.0% |
| Q4 2024 | 30 | $12.5M | 396,033 | 4 | 5 | 7 | 0.0% |
| Q3 2024 | 28 | $12.2M | 391,782 | 28 | 0 | 0 | 0.0% |