Who Owns XJUL?
FIRST TR EXCHNG TRADED FD VI — Institutional Ownership & 13F Holdings
$40.08
-0.01 (-0.04%)
Market Cap
—
Shares Outstanding
—
Institutional Holders
39
Total Inst. Value
$29.5M
% of Float Held
—
QoQ Holder Change
+15
Institutional data as of Q1 2025
New Positions
7
Closed Positions
7
Increased
11
Decreased
11
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Pitti Group Wealth Management, LLC | $6.4M | 181,328 |
| 2 | OSAIC HOLDINGS, INC. | $5.2M | 146,133 |
| 3 | Cetera Investment Advisers | $4.8M | 134,585 |
| 4 | Diligent Investors, LLC | $1.4M | 38,887 |
| 5 | Griffith & Werner, Inc. | $1.1M | 30,000 |
| 6 | Mariner, LLC | $954K | 27,015 |
| 7 | CreativeOne Wealth, LLC | $942K | 26,690 |
| 8 | Ashton Thomas Private Wealth, LLC | $938K | 26,559 |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $794K | 22,495 |
| 10 | CITADEL ADVISORS LLC | $707K | 20,030 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Pitti Group Wealth Management, LLC | +3K | $6.4M |
| OSAIC HOLDINGS, INC. | +480 | $5.2M |
| Cetera Investment Advisers | +95K | $4.8M |
| CreativeOne Wealth, LLC | +20K | $942K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | +7K | $794K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Kestra Advisory Services, LLC | -91K | $2K |
| MML INVESTORS SERVICES, LLC | -40K | $231K |
| COMMONWEALTH EQUITY SERVICES, LLC | -12K | $3K |
| CWM, LLC | -7K | $394 |
| JPMORGAN CHASE & CO | -2K | $113K |
Frequently Asked Questions
How many institutional investors hold XJUL?
As of Q1 2025, 39 institutional investors report holding XJUL (FIRST TR EXCHNG TRADED FD VI) in their 13F filings.
Which hedge fund owns the most XJUL?
The largest institutional holder of XJUL is Pitti Group Wealth Management, LLC with $6.4M in shares.
Are institutions buying or selling XJUL?
This quarter, 7 institutions opened new positions in XJUL 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.