XJUL — FIRST TR EXCHNG TRADED FD VI
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
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| 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
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| 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
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| 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
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| 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
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| 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
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| 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)
- Goldman Sachs Group 8.39K sh · $341.64K
- JPMorgan Chase & Co 3.17K sh · $128.88K
Fully Exited (vs previous quarter)
- Citadel Advisors sold 21.65K sh · $842.09K
Fund Position History — shares by quarter (top 6 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q2 2024 | Q1 2024 | Q4 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 | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details