DOSSIER · 13F Holders · Q1 2026
GJUL

FIRST TR EXCHNG TRADED FD VI

128 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 33740U661·128 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$169M
visible holders
Holders
128
filers reporting
Concentration
25.44%
RAYMOND JAMES FINANCIAL INC #1
top holder share
AI Holders Summary · Q1 2026

128 institutions reported GJUL in Q1 2026. RAYMOND JAMES FINANCIAL INC leads at 25.4% of the visible book.

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 2026
02
OSAIC HOLDINGS, INC.
CIK 0001677044
$23M556K0.03%Q1 2026
03
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$15M378K0.02%Q1 2026
04
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$13M309K0.00%Q1 2026
05
LPL Financial LLC
CIK 0001403438
$11M260K0.00%Q1 2026
06
Cetera Investment Advisers
CIK 0001666741
$10M236K0.01%Q1 2026
07
Kestra Advisory Services, LLC
CIK 0001830819
$8M191K0.03%Q1 2026
08
TRUIST FINANCIAL CORP
CIK 0000092230
$8M186K0.01%Q1 2026
09
Integrated Wealth Concepts LLC
CIK 0001737109
$7M166K0.05%Q1 2026
10
DAGCO, INC.
CIK 0001767343
$5M106K0.85%Q2 2026
11
Americana Partners, LLC
CIK 0001797678
$4M108K0.11%Q1 2026
12
Schulz Wealth, LTD.
CIK 0002011780
$4M101K2.68%Q4 2025
13
Sunbelt Securities, Inc.
CIK 0001632932
$4M97K0.25%Q1 2026
14
MML INVESTORS SERVICES, LLC
CIK 0000701059
$4M96K0.01%Q1 2026
15
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$3M85K0.01%Q1 2026
16
PARK AVENUE SECURITIES LLC
CIK 0001071640
$2M53K0.02%Q1 2026
17
Avantra Family Wealth, Inc.
CIK 0001774744
$2M43K1.31%Q1 2026
18
CreativeOne Wealth, LLC
CIK 0001739728
$2M42K0.04%Q1 2026
19
Janney Montgomery Scott LLC
CIK 0001329948
$1M36K0.00%Q1 2026
20
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
CIK 0001965756
$1M34K0.07%Q2 2026
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