Who Owns FIRST TR EXCHNG TRADED FD VI (JUNM)? -- Institutional Holders (2026-06-30)
63 institutions reported holding $41.4M of FIRST TR EXCHNG TRADED FD VI (JUNM) in SEC 13F filings for 2026-06-30. Largest institutional holders: COMMONWEALTH EQUITY SERVICES, LLC ($6.5M), Mutual Advisors, LLC ($6.2M), Cresset Asset Management, LLC ($2.1M), MML INVESTORS SERVICES, LLC ($1.9M), Gallagher Fiduciary Advisors, LLC ($1.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | COMMONWEALTH EQUITY SERVICES, LLC | $6.5M | 186,368 | Trimmed |
| 2 | Mutual Advisors, LLC | $6.2M | 175,896 | Trimmed |
| 3 | Cresset Asset Management, LLC | $2.1M | 61,096 | Trimmed |
| 4 | MML INVESTORS SERVICES, LLC | $1.9M | 54,689 | Added |
| 5 | Gallagher Fiduciary Advisors, LLC | $1.5M | 42,434 | Added |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.4M | 40,388 | Added |
| 7 | Cetera Investment Advisers | $1.4M | 39,904 | Added |
| 8 | UBS Group AG | $1.2M | 34,856 | New |
| 9 | LPL Financial LLC | $1.2M | 34,749 | Hold |
| 10 | Glen Eagle Advisors, LLC | $1.2M | 33,210 | Trimmed |
| 11 | Diligent Investors, LLC | $1.1M | 32,375 | Added |
| 12 | Americana Partners, LLC | $1.1M | 30,768 | Trimmed |
| 13 | Owen LaRue, LLC | $955,112 | 27,219 | Trimmed |
| 14 | Clear Creek Financial Management, LLC | $908,969 | 25,904 | Added |
| 15 | Kestra Advisory Services, LLC | $796,611 | 22,702 | Added |
| 16 | Atria Investments, Inc | $731,274 | 20,840 | Trimmed |
| 17 | Concurrent Investment Advisors, LLC | $682,990 | 19,464 | Added |
| 18 | Geneos Wealth Management Inc. | $665,480 | 18,965 | Added |
| 19 | OSAIC HOLDINGS, INC. | $650,462 | 18,537 | Trimmed |
| 20 | Madrona Financial Services, LLC | $569,228 | 16,222 | New |
| 21 | McKinley Carter Wealth Services, Inc. | $529,788 | 15,098 | Hold |
| 22 | Cambridge Investment Research Advisors, Inc. | $504,000 | 14,368 | Trimmed |
| 23 | AE Wealth Management LLC | $471,959 | 13,450 | Added |
| 24 | ENVESTNET ASSET MANAGEMENT INC | $458,520 | 13,067 | Added |
| 25 | WealthCare Asset Management, LLC | $439,606 | 12,528 | New |
Source: SEC Form 13F filings · as of 2026-06-30