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

FIRST TR EXCHNG TRADED FD VI

123 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 33740F698·123 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$151M
visible holders
Holders
123
filers reporting
Concentration
19.20%
OGOREK ANTHONY JOSEPH /NY/ /ADV #1
top holder share
AI Holders Summary · Q1 2026

123 institutions reported DJUL in Q1 2026. OGOREK ANTHONY JOSEPH /NY/ /ADV leads at 19.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
OGOREK ANTHONY JOSEPH /NY/ /ADV
CIK 0000714364
$29M619K7.93%Q1 202602
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$14M274K0.00%Q2 202603
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$12M238K0.00%Q2 202604
SNS Financial Group, LLC
CIK 0001557485
$10M204K0.20%Q2 202605
Decker Wealth Management LLC
CIK 0002129751
$8M164K1.75%Q2 202606
Commonwealth Financial Services, LLC
CIK 0001536755
$7M145K0.97%Q2 202607
Ignite Planners, LLC
CIK 0001849348
$7M141K0.97%Q2 202608
OSAIC HOLDINGS, INC.
CIK 0001677044
$7M135K0.01%Q2 202609
TRUIST FINANCIAL CORP
CIK 0000092230
$7M134K0.01%Q2 202610
HICKORY ASSET MANAGEMENT, INC.
CIK 0002053626
$6M130K4.79%Q2 202511
WINNOW WEALTH LLC
CIK 0002079687
$5M104K3.56%Q2 202612
Ritter Daniher Financial Advisory LLC / DE
CIK 0001936603
$5M102K0.78%Q2 202613
REAP Financial Group, LLC
CIK 0002048581
$5M96K0.83%Q2 202614
LPL Financial LLC
CIK 0001403438
$5M90K0.00%Q2 202615
Foguth Wealth Management, LLC.
CIK 0002016322
$4M86K0.49%Q2 202616
Cetera Investment Advisers
CIK 0001666741
$4M85K0.00%Q2 202617
CWM, LLC
CIK 0001535847
$4M90K0.01%Q1 202618
Kestra Advisory Services, LLC
CIK 0001830819
$4M82K0.01%Q2 202619
FOUNDERS FINANCIAL SECURITIES LLC
CIK 0001342396
$4M77K0.20%Q2 202620
LifeWealth Investments, LLC
CIK 0002033794
$4M73K0.98%Q2 2026
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