DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
XJUL

FIRST TR EXCHNG TRADED FD VI

55 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 33740F425·55 13F holders·last filed Mar 31, 2026
Market cap
2.2%
vs prior quarter
13F value held
$37M
72.0% inst. owned
of float
Holders
55
0 QoQ
filers reporting
Activity
+85 / −104
+791 added · −891 reduced
this quarter
Concentration
21.51%
ENVESTNET ASSET MANAGEMENT INC #1
top holder share
AI Holders Summary · Q1 2026

55 institutions reported XJUL in Q1 2026. ENVESTNET ASSET MANAGEMENT INC leads at 21.5% of the visible book. +0 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$8M207K0.00%Q1 2026
02
Cetera Investment Advisers
CIK 0001666741
$5M132K0.01%Q1 2026
03
OSAIC HOLDINGS, INC.
CIK 0001677044
$5M121K0.01%Q1 2026
04
Kestra Advisory Services, LLC
CIK 0001830819
$2M58K0.01%Q1 2026
05
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M57K0.00%Q1 2026
06
CROSSPOINT FINANCIAL, LLC
CIK 0001927769
$2M51K5.00%Q1 2026
07
CreativeOne Wealth, LLC
CIK 0001739728
$1M36K0.03%Q1 2026
08
Diligent Investors, LLC
CIK 0001549042
$1M36K0.34%Q1 2026
09
World Investment Advisors
CIK 0001652594
$1M34K0.02%Q1 2026
10
Griffith & Werner, Inc.
CIK 0002057200
$1M30K0.57%Q1 2026
11
Mariner, LLC
CIK 0001373442
$1M28K0.00%Q1 2026
12
OLD MISSION CAPITAL LLC
CIK 0001455915
$1M26K0.02%Q1 2026
13
CITADEL ADVISORS LLC
CIK 0001423053
$914,90223K0.00%Q4 2025
14
SILVER OAK SECURITIES, INCORPORATED
CIK 0001080576
$854,03422K0.06%Q1 2026
15
Signal Advisors Wealth, LLC
CIK 0002010926
$782,47220K0.05%Q1 2026
16
Steward Partners Investment Advisory, LLC
CIK 0001723397
$725,34019K0.00%Q1 2026
17
VestGen Investment Management
CIK 0001511739
$640,55516K0.35%Q1 2026
18
VestGen Advisors, LLC
CIK 0002050130
$619,15815K0.02%Q1 2026
19
LPL Financial LLC
CIK 0001403438
$594,00115K0.00%Q1 2026
20
Sequent Planning LLC
CIK 0002009724
$533,83414K0.13%Q1 2026
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