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

FIRST TR EXCHNG TRADED FD VI

130 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 33740U661·130 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 8.6%
vs prior quarter
13F value held
$168M
63.0% inst. owned
of float
Holders
130
-133 QoQ
filers reporting
Activity
+31 / −55
+989 added · −752 reduced
this quarter
Concentration
25.60%
RAYMOND JAMES FINANCIAL INC #1
top holder share
AI Holders Summary · Q1 2026

130 institutions reported GJUL in Q1 2026. RAYMOND JAMES FINANCIAL INC leads at 25.6% of the visible book. -133 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$43M1.1M0.01%Q1 202602
OSAIC HOLDINGS, INC.
CIK 0001677044
$23M556K0.03%Q1 202603
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$15M378K0.02%Q1 202604
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$13M309K0.00%Q1 202605
LPL Financial LLC
CIK 0001403438
$11M260K0.00%Q1 202606
Cetera Investment Advisers
CIK 0001666741
$10M236K0.01%Q1 202607
Kestra Advisory Services, LLC
CIK 0001830819
$8M191K0.03%Q1 202608
TRUIST FINANCIAL CORP
CIK 0000092230
$8M186K0.01%Q1 202609
Integrated Wealth Concepts LLC
CIK 0001737109
$7M166K0.05%Q1 202610
DAGCO, INC.
CIK 0001767343
$6M157K1.39%Q1 202611
Americana Partners, LLC
CIK 0001797678
$4M108K0.11%Q1 202612
Schulz Wealth, LTD.
CIK 0002011780
$4M101K2.68%Q4 202513
Sunbelt Securities, Inc.
CIK 0001632932
$4M97K0.25%Q1 202614
MML INVESTORS SERVICES, LLC
CIK 0000701059
$4M96K0.01%Q1 202615
CITY HOLDING CO
CIK 0000726854
$2M45K0.23%Q1 202616
Avantra Family Wealth, Inc.
CIK 0001774744
$2M43K1.31%Q1 202617
CreativeOne Wealth, LLC
CIK 0001739728
$2M42K0.04%Q1 202618
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
CIK 0001965756
$1M34K0.08%Q1 202619
Kestra Investment Management, LLC
CIK 0001962449
$1M32K0.02%Q1 202620
NewEdge Advisors, LLC
CIK 0001633516
$1M31K0.00%Q1 2026
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