Who Owns JULM?
FIRST TR EXCHNG TRADED FD VI — Institutional Ownership & 13F Holdings
$34.11
-0.02 (-0.06%)
Market Cap
—
Shares Outstanding
—
Institutional Holders
27
Total Inst. Value
$7.8M
% of Float Held
—
QoQ Holder Change
—
Institutional data as of Q1 2025
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Cambridge Investment Research Advisors, Inc. | $1.3M | 40,418 |
| 2 | Glen Eagle Advisors, LLC | $774K | 24,725 |
| 3 | Mutual Advisors, LLC | $595K | 19,079 |
| 4 | TOWNSQUARE CAPITAL LLC | $541K | 17,282 |
| 5 | Clear Creek Financial Management, LLC | $492K | 15,725 |
| 6 | Arete Wealth Advisors, LLC | $408K | 13,050 |
| 7 | LPL Financial LLC | $391K | 12,487 |
| 8 | Foguth Wealth Management, LLC. | $385K | 12,316 |
| 9 | NORDEN GROUP LLC | $376K | 12,000 |
| 10 | Cetera Investment Advisers | $301K | 9,607 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Clear Creek Financial Management, LLC | +114 | $492K |
| Geneos Wealth Management Inc. | +650 | $41K |
| UBS Group AG | +467 | $18K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | -14K | $2K |
| Cetera Investment Advisers | -12K | $301K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -8K | $220K |
| ENVESTNET ASSET MANAGEMENT INC | -3K | $261K |
| MML INVESTORS SERVICES, LLC | -3K | $257K |
Frequently Asked Questions
How many institutional investors hold JULM?
As of Q1 2025, 27 institutional investors report holding JULM (FIRST TR EXCHNG TRADED FD VI) in their 13F filings.
Which hedge fund owns the most JULM?
The largest institutional holder of JULM is Cambridge Investment Research Advisors, Inc. with $1.3M in shares.
Are institutions buying or selling JULM?
This quarter, 5 institutions opened new positions in JULM and 7 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.