JUNMFIRST TR EXCHNG TRADED FD VI
CUSIP 33740U588 · Yahoo Finance ↗ · Google Finance ↗
First Tr Exchng Traded Fd Vi (JUNM) has 51 institutional holders in Filings Flow’s 13F database, together reporting 1.14M shares worth $39M as of Q1 2026. The largest reported holders are Mutual Advisors, LLC, Commonwealth Equity Services, LLC, and Cresset Asset Management, LLC.
Institutional Holders
51
Q1 2026
Reported Value
$39M
Ticker
JUNM
Quarters Tracked
8
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Owen LaRue, LLC$261M AUM | 0.37% | $966,880 | 28.2K | Q1 2026 |
| Defined Financial Planning LLC$121M AUM | 0.32% | $381,306 | 11.3K | Q3 2025OLDER |
| Diligent Investors, LLC$404M AUM | 0.26% | $1M | 30.9K | Q1 2026 |
| RPS ADVISORY SOLUTIONS LLC$176M AUM | 0.21% | $369,753 | 10.8K | Q1 2026 |
| Glen Eagle Advisors, LLC$714M AUM | 0.16% | $1M | 33.7K | Q1 2026 |
| Bullseye Investment Management, LLC$164M AUM | 0.16% | $265,694 | 8.4K | Q4 2025OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.14% | $7M | 191.5K | Q1 2026 |
| Macro Advisors, Inc.$242M AUM | 0.13% | $310,860 | 9.1K | Q1 2026 |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.11% | $1M | 29.6K | Q1 2026 |
| Anfield Capital Management, LLC$363M AUM | 0.10% | $367,935 | 10.7K | Q1 2026 |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.08% | $112,229 | 3.3K | Q1 2026 |
| Integrity Financial Corp /WA$201M AUM | 0.07% | $144,608 | 4.2K | Q1 2026 |
| Foguth Wealth Management, LLC.$857M AUM | 0.07% | $441,172 | 12.9K | Q4 2025OLDER |
| Gallagher Fiduciary Advisors, LLC$2.6B AUM | 0.05% | $1M | 41.1K | Q1 2026 |
| Prostatis Group LLC$391M AUM | 0.05% | $206,122 | 6.0K | Q1 2026 |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.05% | $672,278 | 19.6K | Q1 2026 |
| Strategic Blueprint, LLC$1.7B AUM | 0.04% | $835,312 | 25.1K | Q2 2025OLDER |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.03% | $428,789 | 12.9K | Q2 2025OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.03% | $404,944 | 11.8K | Q1 2026 |
| McKinley Carter Wealth Services, Inc.$1.7B AUM | 0.03% | $517,860 | 15.1K | Q1 2026 |
| Noble Wealth Management PBC$223M AUM | 0.03% | $58,310 | 1.7K | Q1 2026 |
| Americana Partners, LLC$3.9B AUM | 0.03% | $1M | 30.9K | Q1 2026 |
| Buck Wealth Strategies, LLC$810M AUM | 0.03% | $213,688 | 6.2K | Q1 2026 |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.03% | $78,033 | 2.3K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.01% | $902,601 | 26.3K | Q1 2026 |
| StoneX Group Inc.$1.9B AUM | 0.01% | $252,933 | 7.6K | Q2 2025OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.01% | $160,352 | 4.7K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.01% | $432,008 | 12.6K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.01% | $845,218 | 24.6K | Q1 2026 |
| Cresset Asset Management, LLC$23.1B AUM | 0.01% | $2M | 62.7K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $6M | 189.4K | Q1 2026 |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.01% | $74,808 | 2.2K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $2M | 47.8K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $401,137 | 11.7K | Q1 2026 |
| Brookstone Capital Management$8.7B AUM | 0.00% | $280,402 | 8.2K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $256,838 | 7.5K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $383,370 | 11.2K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $121,799 | 3.6K | Q1 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $52,117 | 1.5K | Q4 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $353,941 | 10.3K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $702,496 | 20.5K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $957,482 | 27.9K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $275,647 | 8.1K | Q4 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $177,090 | 5.2K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $390,367 | 11.4K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $1M | 34.7K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $21,232 | 619 | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $109,915 | 3.3K | Q3 2025OLDER |
| IMC-Chicago, LLC$278.4B AUM | 0.00% | $543,042 | 15.9K | Q4 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $29,155 | 850 | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $607,348 | 17.7K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $362,207 | 10.6K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $792,842 | 23.1K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $7,054 | 206 | Q4 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $20,580 | 600 | Q1 2026 |
| BARCLAYS PLC$416.3B AUM | 0.00% | $131,094 | 3.8K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $203,979 | 6.0K | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $134,688 | 4.0K | Q2 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $46,946 | 1.4K | Q4 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $3,424 | 100 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.