Who Owns FIRST TR EXCHNG TRADED FD VI (JULM)?Hedge Fund & Institutional Holders

$33.60-0.05 (-0.14%)BATS

Institutional Holders

42

as of Q4 2025

Total Institutional Value

$1.4238197876266086e+72T

% of Float Held

QoQ Change in Holders

+15 / -2

Price History

$30.44$31.30$32.15$33.00$33.85Sep 24Jun 25Mar 26

JULM — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
CWM, LLCNew Position+23K+$787K
Strategic Blueprint, LLCNew Position+19K+$626K
Mutual Advisors, LLCNew Position+18K+$608K
IMC-Chicago, LLCNew Position+17K+$575K
Madrona Financial Services, LLCNew Position+11K+$375K
Crusonia Wealth Advisors LLCNew Position+11K+$363K
AE Wealth Management LLCNew Position+10K+$332K
Ergawealth Advisors, Inc.New Position+9K+$297K
Prasad Wealth Partners, LLCNew Position+7K+$228K
Foguth Wealth Management, LLC.New Position+6K+$209K
Financial Network Wealth Advisors LLCNew Position+2K+$71K
Integrity Financial Corp /WANew Position+764+$25K
CX InstitutionalNew Position+713+$24K
Geneos Wealth Management Inc.New Position+650+$21K
DHJJ Financial Advisors, Ltd.New Position+370+$12K

JULM — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Glen Eagle Advisors, LLCDecreased-335-$820.1M
LPL Financial LLCDecreased-18-$679.3M
CITADEL ADVISORS LLCClosed Position-20K-$673.0M
Kestra Advisory Services, LLCDecreased-8K-$573.9M
GOLDMAN SACHS GROUP INCDecreased-991-$381.2M
HARBOUR INVESTMENTS, INC.Decreased-574-$80.2M
Triumph Capital ManagementDecreased-5-$51.4M
Creekmur Asset Management LLCClosed Position-825-$27.4M
Cambridge Investment Research Advisors, Inc.Decreased-591-$275K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1OLD MISSION CAPITAL LLC42,360$1.4M0.03%Share
2Glen Eagle Advisors, LLC24,390$819K0.11%Share
3CWM, LLC23,435$787K0.00%Share
4Strategic Blueprint, LLC18,650$626K0.04%Share
5Mutual Advisors, LLC18,104$608K0.01%Share
6IMC-Chicago, LLC17,141$575K0.00%Share
7Arete Wealth Advisors, LLC13,050$438K0.03%Share
8NORDEN GROUP LLC12,000$403K0.04%Share
9Madrona Financial Services, LLC11,162$375K0.08%Share
10Crusonia Wealth Advisors LLC10,820$363K0.08%Share
11Clear Creek Financial Management, LLC10,239$344K0.03%Share
12AE Wealth Management LLC9,897$332K0.00%Share
13Ergawealth Advisors, Inc.8,858$297K0.14%Share
14Prasad Wealth Partners, LLC6,800$228K0.06%Share
15Foguth Wealth Management, LLC.6,224$209K0.03%Share
16Anfield Capital Management, LLC2,875$96K0.03%Share
17Capital Analysts, LLC2,471$83K0.00%Share
18Financial Network Wealth Advisors LLC2,140$71K0.07%Share
19HARBOUR INVESTMENTS, INC.1,845$61K0.00%Share
20Triumph Capital Management1,545$51K0.01%Share
21Integrity Financial Corp /WA764$25K0.01%Share
22CX Institutional713$24K0.00%Share
23Geneos Wealth Management Inc.650$21K0.00%Share
24DHJJ Financial Advisors, Ltd.370$12K0.00%Share
25UBS Group AG233$7K0.00%Share
26SUSQUEHANNA INTERNATIONAL GROUP, LLP6,527$00.00%Share
27SUSQUEHANNA INTERNATIONAL GROUP, LLP6,740$00.00%Share
28Cresset Asset Management, LLC9,371$00.00%Share
29CAPTRUST FINANCIAL ADVISORS15,304$00.00%Share
30Kestra Advisory Services, LLC9,740$00.00%Share
31MML INVESTORS SERVICES, LLC10,126$00.00%Share
32ENVESTNET ASSET MANAGEMENT INC8,706$00.00%Share
33Cambridge Investment Research Advisors, Inc.7,678$00.00%Share
34COMMONWEALTH EQUITY SERVICES, LLC25,816$00.00%Share
35OSAIC HOLDINGS, INC.650$00.00%Share
36OSAIC HOLDINGS, INC.2,228$00.00%Share
37Cetera Investment Advisers14,225$00.00%Share
38WELLS FARGO & COMPANY/MN518$00.00%Share
39LPL Financial LLC20,440$00.00%Share
40BARCLAYS PLC4,266$00.00%Share
41IFP Advisors, Inc6,560$00.00%Share
42GOLDMAN SACHS GROUP INC10,490$00.00%Share

JULM Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202540$8.3M+18
Q3 202522$6.8B-4
Q2 202526$6.2B-1
Q1 202527$6.3B-2
Q4 202429$1.3T+7
Q3 202422$4.3T

As of Q4 2025, 42 institutional investors hold JULM (FIRST TR EXCHNG TRADED FD VI). The largest holder is OLD MISSION CAPITAL LLC with $1.4M in shares. This quarter, 15 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own JULM?

As of Q4 2025, 42 institutional investors report holding JULM (FIRST TR EXCHNG TRADED FD VI) in their 13F filings.

Who is the largest institutional holder of JULM?

The largest institutional holder of JULM is OLD MISSION CAPITAL LLC with $1.4M in shares.

Is institutional ownership of JULM increasing or decreasing?

This quarter, 15 institutions opened new positions in JULM and 2 closed their positions.