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Disclosery

DJAN FIRST TR EXCHNG TRADED FD VI

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ETF (fund)

87 managers (87 13F filers) reported a position in DJAN shares at 2024-12-31, 3,220,687 shares in all. 5 filers opened a position and 5 filers sold out during the quarter.

Managers
87
13F filers
87
New
5
Added
12
Reduced
39
Sold out
5
Shares held by filers
3,220,687

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

Each filer's latest stake. The shares are the aggregate the reporting persons state, which can include entities that file no 13F.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Brookstone Capital Managementin group Brookstone Capital Management420,364$16.4M0.24%-19,03613F-HRTimelineGroup
IFP Advisors, Inc352,593$13.8M0.45%+5413F-HRTimeline
MML INVESTORS SERVICES, LLC196,067$7.66M0.03%+2,34013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC195,647$7.65M<0.01%-1,06613F-HRTimelineGroup
Foguth Wealth Management, LLC.180,347$7.14M1.87%new13F-HRTimeline
SMART Wealth LLC172,097$6.73M2.39%-28,56113F-HRTimeline
Advisory Services Network, LLC114,859$4.49M0.08%-98,54413F-HRTimeline
CWM, LLCin group CWM, LLC111,099$4.34M0.02%-6,98313F-HRTimelineGroup
Cambridge Investment Research Advisors,…96,192$3.76M0.01%-4,64713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC95,884$3.75M0.02%+2,04913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC87,024$3.4M<0.01%-99813F-HRTimeline
BEACON FINANCIAL GROUP86,852$3.39M0.37%-7,11213F-HRTimeline
LPL Financial LLC68,109$2.66M<0.01%+7,62613F-HRTimeline
Clear Creek Financial Management, LLC55,696$2.18M0.24%-19,21013F-HRTimeline
Commonwealth Financial Services, LLC55,478$2.17M0.42%+7,97313F-HRTimeline
Cetera Investment Advisers51,277$2M<0.01%-4,34013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…50,237$1.96M<0.01%+25,07813F-HRTimelineGroup
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…47,883$1.87M0.37%+3,01713F-HRTimelineGroup
Bison Wealth, LLC46,929$1.83M0.22%13F-HRTimeline
Atria Investments, Inc45,270$1.77M0.02%+3,01713F-HRTimeline
TOWNSQUARE CAPITAL LLC43,464$1.7M0.02%-18313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.36,659$1.43M<0.01%-10,51013F-HR/ATimelineGroup
OLD MISSION CAPITAL LLC35,015$1.37M0.03%+20,56813F-HRTimeline
Strategic Blueprint, LLC32,528$1.27M0.08%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC32,114$1.26M<0.01%13F-HR/ATimelineGroup
REAP Financial Group, LLC31,808$1.24M0.31%-1,46213F-HRTimeline
HARBOUR INVESTMENTS, INC.28,538$1.12M0.03%-53,64913F-HRTimeline
Wood Tarver Financial Group, LLC26,519$1.04M0.35%13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC25,909$1.01M<0.01%-3,30313F-HRTimelineGroup
Sowell Financial Services LLC25,515$997K0.05%new13F-HRTimeline
Keystone Wealth Services, LLC23,422$915K0.24%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP23,345$912K<0.01%-3,25713F-HRTimelineGroup
BRASS TAX WEALTH MANAGEMENT, INC23,063$901K0.19%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management16,865$659K0.02%-213F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC16,126$630K0.06%+7,69513F-HRTimeline
Nova Wealth Management, Inc.15,944$623K0.54%13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…15,853$620K0.02%013F-HRTimelineGroup
AE Wealth Management LLC15,464$604K0.01%-3,17013F-HRTimeline
Integrity Financial Corp /WA14,194$555K0.32%-1,62113F-HRTimeline
Santori & Peters, Inc.13,567$530K0.2%013F-HRTimeline
Camelot Portfolios, LLC13,400$524K0.57%-4,00013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV11,499$449K0.14%013F-HRTimeline
Janney Montgomery Scott LLC10,542$412K<0.01%-11813F-HRTimeline
Main Street Financial Solutions, LLC10,266$401K0.04%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.9,799$383K<0.01%-1,31713F-HRTimeline
Prosperity Consulting Group, LLC9,077$355K0.03%013F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.8,641$338K0.17%-18413F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC8,492$332K0.29%-1,67513F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC8,135$318K0.01%-11613F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.7,921$310K0.12%013F-HRTimeline
HRT FINANCIAL LP7,770$303K<0.01%-6,65713F-HRTimeline
Mayfair Advisory Group, LLC7,495$293K0.17%013F-HRTimeline
Bouchey Financial Group, Ltd.6,734$263K0.02%-7,48613F-HRTimeline
ARBOR CAPITAL MANAGEMENT INC /ADV6,548$257K0.25%-40213F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.6,247$244K0.01%new13F-HR/ATimelineGroup
Ignite Planners, LLC6,102$239K0.05%-20013F-HRTimeline
Midwest Financial Network, LLC5,889$230K0.24%13F-HRTimeline
Per Stirling Capital Management, LLC.5,767$225K0.03%-5913F-HRTimeline
Mariner, LLCin group Mariner, LLC5,720$224K<0.01%-70013F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC4,888$191K0.04%-28313F-HRTimeline
Sunbelt Securities, Inc.4,803$188K0.02%013F-HRTimeline
Geneos Wealth Management Inc.4,781$187K0.01%-113F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC4,006$157K<0.01%+2,34913F-HR/ATimelineGroup
MTM Investment Management, LLC3,200$125K0.05%013F-HRTimeline
Tanglewood Legacy Advisors, LLC3,000$117K0.05%013F-HRTimeline
WINNACLE WEALTH LLC2,905$114K0.11%13F-HRTimeline
DHJJ Financial Advisors, Ltd.2,130$83.2K0.03%-71013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,642$64.2K<0.01%new13F-HRTimelineGroup
Creekmur Asset Management LLC1,599$62.5K0.01%013F-HRTimeline
CoreCap Advisors, LLC1,167$45.6K<0.01%+3013F-HRTimeline
Larson Financial Group LLC865$33.8K<0.01%013F-HRTimeline
Avior Wealth Management, LLC742$29K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC600$23.4K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…490$19.1K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG407$15.9K<0.01%-46613F-HRTimelineGroup
Glen Eagle Advisors, LLC300$11.7K<0.01%013F-HRTimeline
AlphaMark Advisors, LLC275$11K<0.01%-35013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV278$10.9K<0.01%013F-HRTimeline
EPG Wealth Management LLC250$9.77K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.179$7K<0.01%013F-HR/ATimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO147$5.75K<0.01%-19,66013F-HRTimelineGroup
Transce3nd, LLC70$2.74K<0.01%13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY60$2.35K<0.01%-17713F-HR/ATimelineGroup
Farther Finance Advisors, LLC36$1.41K<0.01%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP6$234<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.1$41<0.01%-1,06113F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.

Events

  • FIRST TRUST PORTFOLIOS LP and 2 other reporting persons reported 3,830,345 DJAN shares, 39.59% of the class, as of 2026-09-30, in a 13G/A filed 2026-10-07. 0001445546-26-007475

    Accepted , ingested