13F Insight
DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
DJUL

FIRST TR EXCHNG TRADED FD VI

120 institutions still hold FIRST TR EXCHNG TRADED FD VI as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33740F698·120 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 5.7%
vs prior quarter
13F value held
$117M
46.0% inst. owned
of float
Holders
120
+119 QoQ
filers reporting
Activity
+40 / −20
+868 added · −742 reduced
this quarter
Concentration
9.64%
RAYMOND JAMES FINANCIAL INC #1
top holder share
AI Holders Summary · Q1 2026

120 institutions reported DJUL in Q1 2026. RAYMOND JAMES FINANCIAL INC leads at 9.6% of the visible book. +119 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$11M241K0.00%Q1 202602
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$10M217K0.00%Q1 202603
Decker Wealth Management LLC
CIK 0002129751
$10M203K2.16%Q1 202604
Commonwealth Financial Services, LLC
CIK 0001536755
$7M150K1.11%Q1 202605
OSAIC HOLDINGS, INC.
CIK 0001677044
$7M147K0.01%Q1 202606
Ignite Planners, LLC
CIK 0001849348
$7M143K1.03%Q1 202607
FOUNDERS FINANCIAL SECURITIES LLC
CIK 0001342396
$7M138K0.37%Q1 202608
TRUIST FINANCIAL CORP
CIK 0000092230
$7M140K0.01%Q1 202609
Kestra Advisory Services, LLC
CIK 0001830819
$6M125K0.02%Q1 202610
HICKORY ASSET MANAGEMENT, INC.
CIK 0002053626
$6M130K4.79%Q2 202511
Ritter Daniher Financial Advisory LLC / DE
CIK 0001936603
$5M109K0.87%Q1 202612
WINNOW WEALTH LLC
CIK 0002079687
$5M108K3.89%Q1 202613
REAP Financial Group, LLC
CIK 0002048581
$5M107K0.99%Q1 202614
Cetera Investment Advisers
CIK 0001666741
$4M94K0.00%Q1 202615
Foguth Wealth Management, LLC.
CIK 0002016322
$4M88K0.51%Q1 202616
CWM, LLC
CIK 0001535847
$4M90K0.01%Q1 202617
LPL Financial LLC
CIK 0001403438
$3M74K0.00%Q1 202618
LifeWealth Investments, LLC
CIK 0002033794
$3M74K1.03%Q1 202619
Comprehensive Financial Consultants Institutional, Inc.
CIK 0001915714
$3M59K0.82%Q1 202620
Nova Wealth Management, Inc.
CIK 0002051980
$3M56K1.72%Q1 2026
Page 1 of 6
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