GJANFIRST TR EXCHNG TRADED FD VI
CUSIP 33740F516 · Yahoo Finance ↗ · Google Finance ↗
First Tr Exchng Traded Fd Vi (GJAN) has 115 institutional holders in Filings Flow’s 13F database, together reporting 6.53M shares worth $256M as of Q1 2026. The largest reported holders are Commonwealth Financial Services, LLC, Raymond James Financial Inc, and Bison Wealth, LLC.
Institutional Holders
115
Q1 2026
Reported Value
$256M
Ticker
GJAN
Quarters Tracked
2
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Commonwealth Financial Services, LLC$632M AUM | 5.75% | $36M | 866.3K | Q1 2026 |
| Range Financial Group LLC$298M AUM | 4.37% | $13M | 310.6K | Q1 2026 |
| REAP Financial Group, LLC$507M AUM | 3.61% | $18M | 436.3K | Q1 2026 |
| Schulz Wealth, LTD.$156M AUM | 3.54% | $6M | 129.0K | Q4 2025OLDER |
| Corus Family Wealth Advisors$123M AUM | 2.89% | $4M | 94.4K | Q3 2025OLDER |
| First International Bank of Israel Ltd.$340M AUM | 2.53% | $9M | 205.0K | Q1 2026 |
| Bison Wealth, LLC$1.1B AUM | 1.74% | $22M | 550.7K | Q2 2025OLDER |
| Tanglewood Legacy Advisors, LLC$276M AUM | 1.29% | $4M | 84.8K | Q1 2026 |
| PRIVATE CLIENT SERVICES, LLC$381M AUM | 1.17% | $4M | 93.2K | Q1 2026 |
| Foguth Wealth Management, LLC.$857M AUM | 1.10% | $5M | 128.8K | Q2 2025OLDER |
| Anfield Capital Management, LLC$363M AUM | 0.79% | $3M | 68.7K | Q1 2026 |
| CORRADO ADVISORS, LLC$192M AUM | 0.78% | $1M | 35.7K | Q1 2026 |
| LifeWealth Investments, LLC$374M AUM | 0.44% | $1M | 35.3K | Q1 2026 |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.35% | $3M | 78.6K | Q1 2026 |
| Catalina Capital Group, LLC$168M AUM | 0.33% | $549,650 | 13.1K | Q1 2026 |
| Ferguson Shapiro LLC$342M AUM | 0.29% | $891,723 | 21.4K | Q3 2025OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.28% | $5M | 107.7K | Q1 2026 |
| First Heartland Consultants, Inc.$1.5B AUM | 0.27% | $4M | 85.3K | Q1 2026 |
| Sequent Planning LLC$414M AUM | 0.26% | $1M | 26.1K | Q1 2026 |
| Triumph Capital Management$491M AUM | 0.26% | $1M | 30.2K | Q1 2026 |
| Diligent Investors, LLC$404M AUM | 0.23% | $940,921 | 22.5K | Q1 2026 |
| Grantvest Financial Group LLC$154M AUM | 0.23% | $357,157 | 8.5K | Q1 2026 |
| Cornerstone Wealth, LLC/TN$178M AUM | 0.23% | $405,694 | 9.2K | Q1 2026 |
| GRIES FINANCIAL LLC$633M AUM | 0.21% | $1M | 32.1K | Q3 2025OLDER |
| Quad-Cities Investment Group, LLC$278M AUM | 0.21% | $527,563 | 12.6K | Q1 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC$123M AUM | 0.20% | $217,229 | 5.4K | Q2 2025OLDER |
| Ignite Planners, LLC$648M AUM | 0.19% | $1M | 29.3K | Q1 2026 |
| Noble Wealth Management PBC$223M AUM | 0.19% | $374,592 | 8.9K | Q1 2026 |
| Integrity Financial Corp /WA$201M AUM | 0.18% | $356,109 | 8.5K | Q1 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC.$319M AUM | 0.16% | $519,055 | 12.4K | Q1 2026 |
| Keystone Wealth Services, LLC$468M AUM | 0.14% | $661,591 | 15.8K | Q1 2026 |
| MILESTONE ASSET MANAGEMENT, LLC$543M AUM | 0.13% | $701,531 | 16.7K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.12% | $4M | 98.3K | Q4 2025OLDER |
| Americana Partners, LLC$3.9B AUM | 0.11% | $4M | 99.9K | Q1 2026 |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.11% | $5M | 122.5K | Q2 2025OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.10% | $640,008 | 15.3K | Q1 2026 |
| Signature Equity Partners, LLC$186M AUM | 0.10% | $190,062 | 4.5K | Q1 2026 |
| MBE Wealth Management, LLC$241M AUM | 0.09% | $218,142 | 5.2K | Q1 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.09% | $2M | 36.9K | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.08% | $3M | 64.2K | Q1 2026 |
| LVZ, Inc.$984M AUM | 0.07% | $657,191 | 15.7K | Q1 2026 |
| BCGM Wealth Management, LLC$398M AUM | 0.07% | $297,854 | 7.1K | Q1 2026 |
| Harvest Investment Services, LLC$547M AUM | 0.07% | $361,097 | 8.6K | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.07% | $1M | 24.6K | Q1 2026 |
| Cornell Pochily Investment Advisors, Inc.$340M AUM | 0.06% | $200,221 | 4.8K | Q3 2025OLDER |
| UPTICK PARTNERS, LLC$502M AUM | 0.06% | $287,063 | 6.8K | Q1 2026 |
| Archer Investment Corp$469M AUM | 0.06% | $259,926 | 6.2K | Q1 2026 |
| Next Level Private LLC$511M AUM | 0.05% | $242,827 | 5.8K | Q1 2026 |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.05% | $776,131 | 18.5K | Q1 2026 |
| Camelot Portfolios, LLC$143M AUM | 0.04% | $69,177 | 1.6K | Q4 2025OLDER |
| Summit Financial Wealth Advisors, LLC$705M AUM | 0.04% | $293,035 | 7.0K | Q1 2026 |
| Synergy Asset Management, LLC$942M AUM | 0.04% | $329,790 | 7.9K | Q1 2026 |
| Jaffetilchin Investment Partners, LLC$1.7B AUM | 0.03% | $586,991 | 14.0K | Q1 2026 |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.03% | $94,508 | 2.3K | Q1 2026 |
| NWF Advisory Services Inc.$886M AUM | 0.03% | $262,515 | 6.3K | Q3 2025OLDER |
| NorthCrest Asset Manangement, LLC$3.2B AUM | 0.03% | $916,299 | 21.8K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.03% | $7M | 177.6K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.03% | $19M | 452.0K | Q1 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 0.03% | $192,786 | 4.6K | Q1 2026 |
| McKinley Carter Wealth Services, Inc.$1.7B AUM | 0.03% | $444,875 | 10.6K | Q1 2026 |
| Kovack Advisors, Inc.$1.9B AUM | 0.03% | $477,186 | 11.4K | Q1 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.02% | $441,731 | 10.5K | Q1 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.02% | $1M | 25.3K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.02% | $2M | 49.4K | Q1 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.02% | $937,191 | 22.4K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.02% | $1M | 35.2K | Q1 2026 |
| Gallagher Fiduciary Advisors, LLC$2.6B AUM | 0.02% | $467,883 | 11.2K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.02% | $11M | 264.5K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $936,772 | 22.4K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $13M | 304.2K | Q1 2026 |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.01% | $1M | 26.7K | Q3 2025OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.01% | $364,072 | 8.7K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $34M | 818.6K | Q1 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $514,529 | 12.3K | Q1 2026 |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.01% | $317,007 | 7.6K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.01% | $585,440 | 14.0K | Q1 2026 |
| Modern Wealth Management, LLC$5.8B AUM | 0.01% | $538,249 | 12.8K | Q1 2026 |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.01% | $84,868 | 2.0K | Q1 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.01% | $345,548 | 8.2K | Q1 2026 |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.01% | $892,976 | 21.3K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.01% | $1M | 28.0K | Q1 2026 |
| Pinnacle Bancorp, Inc.$339M AUM | 0.01% | $18,860 | 450 | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $288,833 | 6.8K | Q4 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $97,283 | 2.4K | Q2 2025OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $4M | 86.1K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $531,867 | 12.8K | Q3 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $2M | 39.5K | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $60,140 | 1.4K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $333,912 | 8.0K | Q1 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.00% | $249,281 | 5.9K | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $62,991 | 1.5K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $38,490 | 963 | Q2 2025OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $608,785 | 14.5K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $1M | 29.1K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $467,465 | 11.2K | Q1 2026 |
| Kiker Wealth Management, LLC$209M AUM | 0.00% | $4,397 | 110 | Q2 2025OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $252,843 | 6.0K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $8M | 189.1K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $7M | 169.8K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $115,007 | 2.8K | Q3 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $349,948 | 8.3K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $2M | 38.5K | Q1 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $281,978 | 6.7K | Q1 2026 |
| Key Capital Management, INC$151M AUM | 0.00% | $2,263 | 54 | Q1 2026 |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $38,767 | 925 | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $1M | 24.0K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $19,505 | 19.5K | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.00% | $26,194 | 625 | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $399,813 | 31.3K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $293,370 | 7.0K | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $15,758 | 376 | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $16,932 | 404 | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $14,669 | 350 | Q1 2026 |
| IMC-Chicago, LLC$278.4B AUM | 0.00% | $697,990 | 16.3K | Q4 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $1M | 33.7K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $2M | 45.4K | Q1 2026 |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $2,739 | 64 | Q4 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $853,327 | 21.4K | Q2 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $10,461 | 248 | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $464,000 | 11.1K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $486,198 | 11.6K | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $1,371 | 32 | Q4 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $41,280 | 1.0K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $108,986 | 2.5K | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $3,018 | 72 | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $37,286 | 905 | Q1 2026 |
| BARCLAYS PLC$416.3B AUM | 0.00% | $42 | 1 | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $42 | 1 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.