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XJUL — FIRST TR EXCHNG TRADED FD VI

Reported value held$1.58M
Funds holding (latest)6
Sector—
Funds holding (Q2 2026)4
Institutional value$736.02K · 18.08K sh
New / Add / Cut / Exit2 / 1 / 0 / 1
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Reducing -18.9% (-4.22K sh)
Institutional value change Down -15.1%

As of Q2 2026, 4 SEC-registered investment managers reported holding XJUL (FIRST TR EXCHNG TRADED FD VI) in their latest 13F filings, with a combined reported value of $736.02K across 18.08K shares. That is -18.9% by share count (-4.22K shares) versus the previous quarter, while reported value moved -15.1%. 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, 2 opened new positions, 1 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
Goldman Sachs Group history 8.39K $341.64K 0.00% New
UBS Group AG history 6.43K $261.76K 0.00% Add
JPMorgan Chase & Co history 3.17K $128.88K 0.00% New
Morgan Stanley history 92 $3.75K 0.00% Hold

Q1 2026 — 3 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 21.65K $842.09K 0.00% Reduce
UBS Group AG history 556 $21.62K 0.00% Reduce
Morgan Stanley history 92 $3.58K 0.00% Hold

Q4 2025 — 5 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 23.41K $914.90K 0.00% New
UBS Group AG history 2.23K $86.97K 0.00% Add
JPMorgan Chase & Co history 1.88K $73.44K 0.00% Reduce
Bank of America Corp history 100 $3.91K 0.00% New
Morgan Stanley history 92 $3.60K 0.00% Hold

Q3 2025 — 3 funds

FundSharesValuePortfolio WeightChange
JPMorgan Chase & Co history 2.68K $102.78K 0.00% Reduce
UBS Group AG history 130 $4.99K 0.00% Reduce
Morgan Stanley history 92 $3.53K 0.00% New

Q2 2025 — 3 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 7.56K $280.78K 0.00% Add
JPMorgan Chase & Co history 4.28K $159.08K 0.00% Add
JPMorgan Chase & Co history 4.28K $159.08K 0.00% Add

Q1 2025 — 5 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 20.03K $707.26K 0.00% Add
Citadel Advisors history 20.03K $707.26K 0.00% Add
JPMorgan Chase & Co history 3.23K $113.94K 0.00% Reduce
JPMorgan Chase & Co history 3.23K $113.94K 0.00% Reduce
UBS Group AG history 1.20K $42.30K 0.00% New

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 2024Q2 2024Q1 2024Q4 2023
Goldman Sachs Group 8.39K — — — — — — — — —
UBS Group AG 6.43K 556 2.23K 130 7.56K 1.20K — 941 999 —
JPMorgan Chase & Co 3.17K — 1.88K 2.68K 4.28K 3.23K 5.06K — — —
Morgan Stanley 92 92 92 92 — — — — — —
Citadel Advisors — 21.65K 23.41K — — 20.03K 18.62K 22.31K 11.14K 9.07K
Bank of America Corp — — 100 — — — — — — —

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