13F Insight
DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
FJUL

FIRST TR EXCHNG TRADED FD VI

154 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 33740U208·154 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 6.7%
vs prior quarter
13F value held
$179M
79.0% inst. owned
of float
Holders
154
+23 QoQ
filers reporting
Activity
+45 / −92
+941 added · −799 reduced
this quarter
Concentration
15.54%
RAYMOND JAMES FINANCIAL INC #1
top holder share
AI Holders Summary · Q1 2026

154 institutions reported FJUL in Q1 2026. RAYMOND JAMES FINANCIAL INC leads at 15.5% of the visible book. +23 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
$28M508K0.01%Q1 202602
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$24M433K0.01%Q1 202603
CWM, LLC
CIK 0001535847
$18M321K0.05%Q1 202604
ASSETMARK, INC
CIK 0001344551
$13M232K0.03%Q4 202505
MML INVESTORS SERVICES, LLC
CIK 0000701059
$10M182K0.03%Q1 202606
Cetera Investment Advisers
CIK 0001666741
$10M174K0.01%Q1 202607
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$10M174K0.01%Q1 202608
REAP Financial Group, LLC
CIK 0002048581
$8M140K1.52%Q1 202609
LPL Financial LLC
CIK 0001403438
$7M126K0.00%Q1 202610
OSAIC HOLDINGS, INC.
CIK 0001677044
$7M121K0.01%Q1 202611
Onyx Bridge Wealth Group LLC
CIK 0001819476
$6M109K0.64%Q1 202612
Kestra Advisory Services, LLC
CIK 0001830819
$6M109K0.02%Q1 202613
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$6M108K0.01%Q1 202614
SMART Wealth LLC
CIK 0002044723
$5M99K1.59%Q1 202615
MBL Wealth, LLC
CIK 0001845785
$5M91K0.38%Q1 202616
Rockefeller Capital Management L.P.
CIK 0001739439
$4M79K0.01%Q1 202617
MGO ONE SEVEN LLC
CIK 0001731444
$4M77K0.08%Q1 202618
Keystone Wealth Services, LLC
CIK 0001866189
$4M66K0.77%Q1 202619
BECK CAPITAL MANAGEMENT, LLC
CIK 0001601904
$3M57K0.72%Q1 202620
STEPHENS INC /AR/
CIK 0000757657
$3M55K0.04%Q1 2026
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