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GJUL — FIRST TR EXCHNG TRADED FD VI

Reported value held$1.45M
Funds holding (latest)6
Sector—
Funds holding (Q2 2026)4
Institutional value$1.13M · 26.03K sh
New / Add / Cut / Exit1 / 2 / 0 / 1
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Accumulating +30.4% (+6.08K sh)
Institutional value change Up +39.1%

As of Q2 2026, 4 SEC-registered investment managers reported holding GJUL (FIRST TR EXCHNG TRADED FD VI) in their latest 13F filings, with a combined reported value of $1.13M across 26.03K shares. That is +30.4% by share count (+6.08K shares) versus the previous quarter, while reported value moved +39.1%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 1 opened new positions, 2 added to existing stakes, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 4 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 20.37K $885.72K 0.00% Add
Morgan Stanley history 3.64K $158.26K 0.00% Hold
JPMorgan Chase & Co history 1.08K $46.81K 0.00% New
UBS Group AG history 943 $41.01K 0.00% Add

Q1 2026 — 4 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 9.71K $395.74K 0.00% Reduce
Goldman Sachs Group history 6.00K $244.70K 0.00% New
Morgan Stanley history 3.64K $148.38K 0.00% Hold
UBS Group AG history 606 $24.71K 0.00% Add

Q4 2025 — 5 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 17.73K $732.59K 0.00% Add
Morgan Stanley history 3.64K $150.40K 0.00% Add
JPMorgan Chase & Co history 3.15K $130.32K 0.00% New
Wells Fargo & Co history 1.68K $69.48K 0.00% Add
UBS Group AG history 308 $12.73K 0.00% New

Q3 2025 — 3 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 7.52K $305.05K 0.00% New
Morgan Stanley history 3.60K $145.85K 0.00% Hold
Wells Fargo & Co history 1.61K $65.14K 0.00% Hold

Q2 2025 — 4 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 5.34K $206.60K 0.00% Add
Morgan Stanley history 3.60K $139.13K 0.00% Add
Morgan Stanley history 3.60K $139.13K 0.00% Add
Wells Fargo & Co history 1.61K $62.14K 0.00% Hold

Q1 2025 — 6 funds

FundSharesValuePortfolio WeightChange
JPMorgan Chase & Co history 34.26K $1.23M 0.00% Add
JPMorgan Chase & Co history 34.26K $1.23M 0.00% Add
UBS Group AG history 1.89K $67.80K 0.00% New
Wells Fargo & Co history 1.61K $57.73K 0.00% Hold
Morgan Stanley history 16 $575 0.00% Hold
Morgan Stanley history 16 $575 0.00% Hold

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 6 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Citadel Advisors 20.37K 9.71K 17.73K 7.52K — — — 5.72K 11.68K — — 10.69K
Morgan Stanley 3.64K 3.64K 3.64K 3.60K 3.60K 16 16 — — — — —
JPMorgan Chase & Co 1.08K — 3.15K — — 34.26K 25.63K 24.10K 15.02K — — —
UBS Group AG 943 606 308 — 5.34K 1.89K — 313 3.86K 747 677 —
Goldman Sachs Group — 6.00K — — — — — — — — — —
Wells Fargo & Co — — 1.68K 1.61K 1.61K 1.61K 1.61K 1.61K 1.61K 1.61K — —

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