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

$38.92-0.07 (-0.18%)BATS

Institutional Holders

44

as of Q4 2025

Total Institutional Value

$5.0004000211020003e+104T

% of Float Held

QoQ Change in Holders

+15 / -0

Price History

$32.87$34.52$36.17$37.82$39.47Sep 24Jun 25Mar 26

XJUL — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
COMMONWEALTH EQUITY SERVICES, LLCNew Position+136K+$5.0M
World Investment AdvisorsNew Position+34K+$1.3M
Ashton Thomas Private Wealth, LLCNew Position+26K+$1.0M
ENVESTNET ASSET MANAGEMENT INCNew Position+35K+$1.0M
OLD MISSION CAPITAL LLCNew Position+21K+$835K
Aurora Private Wealth, Inc.New Position+17K+$655K
SILVER OAK SECURITIES, INCORPORATEDNew Position+16K+$630K
PFS Partners, LLCNew Position+10K+$379K
Bullseye Investment Management, LLCNew Position+10K+$367K
Chicago Partners Investment Group LLCNew Position+9K+$351K
CWM, LLCNew Position+6K+$248K
FSB PREMIER WEALTH MANAGEMENT, INC.New Position+6K+$231K
Foguth Wealth Management, LLC.New Position+6K+$218K
Geneos Wealth Management Inc.New Position+3K+$128K
DHJJ Financial Advisors, Ltd.New Position+2K+$59K

XJUL — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
CROSSPOINT FINANCIAL, LLCDecreased-200-$2.1B
Kestra Advisory Services, LLCDecreased-3K-$2.0B
Cetera Investment AdvisersDecreased-203-$1.5B
Diligent Investors, LLCDecreased-2K-$1.5B
LPL Financial LLCDecreased-6K-$950.9M
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-14K-$883.9M
Steward Partners Investment Advisory, LLCDecreased-300-$727.0M
Sequent Planning LLCDecreased-1K-$581.3M
Bouchey Financial Group LtdDecreased-101-$398.1M
Aptus Capital Advisors, LLCDecreased-1K-$274.9M
GUARDIAN WEALTH ADVISORS, LLC / NCDecreased-1K-$274.7M
Pitti Group Wealth Management, LLCDecreased-19-$262.4M
Arlington Capital Management, Inc.Decreased-218-$255.3M
BARCLAYS PLCDecreased-127-$198.7M
Allworth Financial LPDecreased-2K-$168.9M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1COMMONWEALTH EQUITY SERVICES, LLC135,709$5.0M0.01%Share
2OSAIC HOLDINGS, INC.123,986$4.0M0.01%Share
3CROSSPOINT FINANCIAL, LLC54,000$2.1M4.97%Share
4Advisory Services Network, LLC57,482$2.0M0.03%Share
5Diligent Investors, LLC36,337$1.4M0.35%Share
6World Investment Advisors33,796$1.3M0.03%Share
7Griffith & Werner, Inc.29,850$1.2M0.59%Share
8Ashton Thomas Private Wealth, LLC26,211$1.0M0.02%Share
9Kestra Advisory Services, LLC50,419$1.0M0.00%Share
10ENVESTNET ASSET MANAGEMENT INC34,924$1.0M0.00%Share
11Mariner, LLC29,559$1.0M0.00%Share
12Cetera Investment Advisers39,396$1.0M0.00%Share
13OLD MISSION CAPITAL LLC21,378$835K0.02%Share
14Aurora Private Wealth, Inc.16,914$655K0.43%Share
15SILVER OAK SECURITIES, INCORPORATED16,102$630K0.04%Share
16Sequent Planning LLC14,141$552K0.14%Share
17Bouchey Financial Group Ltd10,287$402K0.03%Share
18PFS Partners, LLC9,706$379K0.17%Share
19Bullseye Investment Management, LLC10,413$367K0.22%Share
20Chicago Partners Investment Group LLC8,957$351K0.01%Share
21Pitti Group Wealth Management, LLC6,828$266K0.22%Share
22Arlington Capital Management, Inc.6,443$251K0.15%Share
23CWM, LLC6,337$248K0.00%Share
24FSB PREMIER WEALTH MANAGEMENT, INC.5,927$231K0.07%Share
25GUARDIAN WEALTH ADVISORS, LLC / NC5,865$229K0.01%Share
26Foguth Wealth Management, LLC.5,598$218K0.03%Share
27Geneos Wealth Management Inc.3,300$128K0.00%Share
28Allworth Financial LP2,403$93K0.00%Share
29UBS Group AG2,225$86K0.00%Share
30DHJJ Financial Advisors, Ltd.1,519$59K0.02%Share
31BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC300$11K0.00%Share
32LPL Financial LLC19,204$00.00%Share
33Keel Point, LLC9,636$00.00%Share
34MORGAN STANLEY92$00.00%Share
35SUSQUEHANNA INTERNATIONAL GROUP, LLP9,417$00.00%Share
36IFP Advisors, Inc5,858$00.00%Share
37BARCLAYS PLC5,053$00.00%Share
38JPMORGAN CHASE & CO1,879$00.00%Share
39CITADEL ADVISORS LLC23,407$00.00%Share
40BANK OF AMERICA CORP /DE/100$00.00%Share
41Aptus Capital Advisors, LLC5,865$00.00%Share
42Pinnacle Wealth Planning Services, Inc.664$00.00%Share
43CreativeOne Wealth, LLC20,606$00.00%Share
44Steward Partners Investment Advisory, LLC18,650$00.00%Share

XJUL Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202544$28.0M+17
Q3 202527$22.8B-9
Q2 202536$20.1B-3
Q1 202539$38.0B+0
Q4 202439$1.2T+13
Q3 202426$5.7T+2
Q2 202424$5.3T+0
Q1 202424$9.2T

As of Q4 2025, 44 institutional investors hold XJUL (FIRST TR EXCHNG TRADED FD VI). The largest holder is COMMONWEALTH EQUITY SERVICES, LLC with $5.0M in shares. This quarter, 15 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own XJUL?

As of Q4 2025, 44 institutional investors report holding XJUL (FIRST TR EXCHNG TRADED FD VI) in their 13F filings.

Who is the largest institutional holder of XJUL?

The largest institutional holder of XJUL is COMMONWEALTH EQUITY SERVICES, LLC with $5.0M in shares.

Is institutional ownership of XJUL increasing or decreasing?

This quarter, 15 institutions opened new positions in XJUL and 0 closed their positions.