XJULFIRST TR EXCHNG TRADED FD VI
CUSIP 33740F425 · Yahoo Finance ↗ · Google Finance ↗
First Tr Exchng Traded Fd Vi (XJUL) has 51 institutional holders in Filings Flow’s 13F database, together reporting 1.12M shares worth $44M as of Q1 2026. The largest reported holders are Envestnet Asset Management Inc, Cetera Investment Advisers, and Osaic Holdings, Inc..
Institutional Holders
51
Q1 2026
Reported Value
$44M
Ticker
XJUL
Quarters Tracked
12
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $8M | 207.1K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $5M | 132.3K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $5M | 121.5K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $2M | 57.9K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $2M | 57.0K | Q1 2026 |
| LexAurum Advisors, LLC$771M AUM | 0.31% | $2M | 56.7K | Q3 2025OLDER |
| CROSSPOINT FINANCIAL, LLC$40M AUM | 5.00% | $2M | 51.2K | Q1 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.03% | $1M | 36.2K | Q1 2026 |
| Diligent Investors, LLC$404M AUM | 0.34% | $1M | 35.7K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.02% | $1M | 34.3K | Q1 2026 |
| Griffith & Werner, Inc.$202M AUM | 0.57% | $1M | 29.6K | Q1 2026 |
| Grant Private Wealth Management Inc$237M AUM | 0.63% | $1M | 30.0K | Q2 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $1M | 27.7K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.02% | $1M | 26.4K | Q1 2026 |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.06% | $854,034 | 22.0K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $842,094 | 21.7K | Q1 2026 |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.05% | $782,472 | 20.1K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $725,340 | 18.6K | Q1 2026 |
| VestGen Investment Management$181M AUM | 0.35% | $640,555 | 16.5K | Q1 2026 |
| VestGen Advisors, LLC$3.8B AUM | 0.02% | $619,158 | 15.4K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $594,001 | 15.3K | Q1 2026 |
| Sequent Planning LLC$414M AUM | 0.13% | $533,834 | 13.7K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.00% | $409,146 | 10.5K | Q1 2026 |
| Bouchey Financial Group Ltd$1.4B AUM | 0.03% | $407,520 | 10.3K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $387,755 | 10.0K | Q1 2026 |
| Keel Point, LLC$1.5B AUM | 0.02% | $376,639 | 9.6K | Q4 2025OLDER |
| PFS Partners, LLC$218M AUM | 0.17% | $371,382 | 9.5K | Q1 2026 |
| Bullseye Investment Management, LLC$164M AUM | 0.22% | $367,683 | 10.4K | Q4 2025OLDER |
| Aurora Private Wealth, Inc.$140M AUM | 0.24% | $331,000 | 8.5K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $330,895 | 8.5K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $322,455 | 8.3K | Q1 2026 |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.02% | $298,536 | 7.7K | Q1 2026 |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.01% | $298,149 | 7.5K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $297,764 | 7.8K | Q1 2026 |
| Arlington Capital Management, Inc.$177M AUM | 0.15% | $268,434 | 6.9K | Q1 2026 |
| Pitti Group Wealth Management, LLC$123M AUM | 0.22% | $265,439 | 6.8K | Q1 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC.$319M AUM | 0.07% | $230,514 | 5.9K | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $228,103 | 5.9K | Q1 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.01% | $228,103 | 5.9K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $227,831 | 5.9K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $219,158 | 5.6K | Q1 2026 |
| Foguth Wealth Management, LLC.$857M AUM | 0.03% | $218,906 | 5.6K | Q4 2025OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $206,712 | 5.3K | Q1 2026 |
| Crown Wealth Group, LLC$340M AUM | 0.08% | $200,107 | 5.4K | Q2 2025OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $196,522 | 5.1K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $165,989 | 4.3K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $128,344 | 3.3K | Q1 2026 |
| Triumph Capital Management$491M AUM | 0.01% | $62,228 | 1.6K | Q1 2026 |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.02% | $59,078 | 1.5K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $44,065 | 1.1K | Q1 2026 |
| Abound Wealth Management$504M AUM | 0.01% | $37,160 | 1.0K | Q2 2025OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $34,964 | 899 | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $28,702 | 738 | Q1 2026 |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $25,824 | 664 | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $23,451 | 611 | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $21,624 | 556 | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $16,000 | 430 | Q3 2025OLDER |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 0.00% | $11,668 | 300 | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $3,909 | 100 | Q4 2025OLDER |
| MORGAN STANLEY$1.66T AUM | 0.00% | $3,578 | 92 | Q1 2026 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.