Who Owns FIRST TR EXCHNG TRADED FD VI (XJUL)? -- Institutional Holders (2026-03-31)
53 institutions reported holding $43.5M of FIRST TR EXCHNG TRADED FD VI (XJUL) in SEC 13F filings for 2026-03-31. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($8.1M), Cetera Investment Advisers ($5.1M), OSAIC HOLDINGS, INC. ($4.7M), Kestra Advisory Services, LLC ($2.3M), COMMONWEALTH EQUITY SERVICES, LLC ($2.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $8.1M | 207,067 | Added |
| 2 | Cetera Investment Advisers | $5.1M | 132,330 | Added |
| 3 | OSAIC HOLDINGS, INC. | $4.7M | 121,495 | Trimmed |
| 4 | Kestra Advisory Services, LLC | $2.3M | 57,883 | Added |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $2.2M | 57,038 | Trimmed |
| 6 | CROSSPOINT FINANCIAL, LLC | $2.0M | 51,200 | Trimmed |
| 7 | CreativeOne Wealth, LLC | $1.4M | 36,228 | Added |
| 8 | Diligent Investors, LLC | $1.4M | 35,737 | Trimmed |
| 9 | World Investment Advisors | $1.3M | 34,295 | New |
| 10 | Griffith & Werner, Inc. | $1.2M | 29,600 | Trimmed |
| 11 | Mariner, LLC | $1.1M | 27,711 | Trimmed |
| 12 | OLD MISSION CAPITAL LLC | $1.0M | 26,438 | Added |
| 13 | SILVER OAK SECURITIES, INCORPORATED | $854,034 | 21,959 | Added |
| 14 | CITADEL ADVISORS LLC | $842,094 | 21,652 | Trimmed |
| 15 | Signal Advisors Wealth, LLC | $782,472 | 20,119 | New |
| 16 | Steward Partners Investment Advisory, LLC | $725,340 | 18,650 | Hold |
| 17 | VestGen Investment Management | $640,555 | 16,470 | New |
| 18 | VestGen Advisors, LLC | $619,158 | 15,358 | New |
| 19 | LPL Financial LLC | $594,001 | 15,273 | Trimmed |
| 20 | Sequent Planning LLC | $533,834 | 13,726 | Trimmed |
| 21 | Atria Investments, Inc | $409,146 | 10,520 | New |
| 22 | Bouchey Financial Group Ltd | $407,520 | 10,287 | Hold |
| 23 | MML INVESTORS SERVICES, LLC | $387,755 | 9,970 | New |
| 24 | PFS Partners, LLC | $371,382 | 9,549 | Trimmed |
| 25 | Aurora Private Wealth, Inc. | $331,000 | 8,457 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31