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Disclosery

DJAN FIRST TR EXCHNG TRADED FD VI

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ETF (fund)

108 managers (108 13F filers) reported a position in DJAN shares at 2025-03-31, 5,661,461 shares in all. 29 filers opened a position and 8 filers sold out during the quarter.

Managers
108
13F filers
108
New
29
Added
34
Reduced
26
Sold out
8
Shares held by filers
5,661,461

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Jaffetilchin Investment Partners, LLC722,069$27.4M1.99%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management409,444$15.5M0.22%-10,92013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.357,196$13.6M0.03%+320,53713F-HRTimelineGroup
CWM, LLCin group CWM, LLC305,745$11.6M0.05%+194,64613F-HRTimelineGroup
Foguth Wealth Management, LLC.257,227$9.77M2.37%+76,88013F-HRTimeline
Signal Advisors Wealth, LLC255,421$9.7M0.95%new13F-HRTimeline
Per Stirling Capital Management, LLC.230,093$8.74M1.26%+224,32613F-HRTimeline
MML INVESTORS SERVICES, LLC202,671$7.7M0.03%+6,60413F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC197,048$7.48M2.08%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC196,246$7.45M<0.01%+59913F-HRTimelineGroup
SMART Wealth LLC156,249$5.93M2.13%-15,84813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC147,947$5.62M0.03%+52,06313F-HRTimelineGroup
Wood Tarver Financial Group, LLC147,471$5.6M1.82%+120,95213F-HRTimeline
WINNACLE WEALTH LLC145,503$5.52M5.1%+142,59813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC115,905$4.4M0.01%+28,88113F-HRTimeline
Advisory Services Network, LLC111,544$4.24M0.08%-3,31513F-HRTimeline
IFP Advisors, Inc91,172$3.46M0.11%-261,42113F-HRTimeline
BEACON FINANCIAL GROUP82,520$3.13M0.34%-4,33213F-HRTimeline
Cambridge Investment Research Advisors,…74,456$2.83M0.01%-21,73613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management72,505$2.75M0.09%+55,64013F-HRTimelineGroup
LPL Financial LLC67,433$2.56M<0.01%-67613F-HRTimeline
ACT Advisors, LLC.66,702$2.53M1.37%new13F-HRTimeline
Cetera Investment Advisers63,336$2.4M<0.01%+12,05913F-HRTimeline
Clear Creek Financial Management, LLC54,494$2.07M0.21%-1,20213F-HRTimeline
TOWNSQUARE CAPITAL LLC54,241$2.06M0.02%+10,77713F-HRTimeline
Commonwealth Financial Services, LLC53,739$2.04M0.42%-1,73913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC52,908$2.01M<0.01%+26,99913F-HR/ATimelineGroup
Bison Wealth, LLC50,303$1.91M0.18%+3,37413F-HRTimeline
REAP Financial Group, LLC50,303$1.91M0.47%+18,49513F-HRTimeline
MGO ONE SEVEN LLC47,929$1.82M0.07%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC46,754$1.78M<0.01%+14,64013F-HRTimelineGroup
JDM Financial Group LLC42,779$1.62M0.82%new13F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC37,726$1.43M0.12%+21,60013F-HRTimeline
Horizon Investments, LLC34,617$1.31M0.04%new13F-HRTimeline
Strategic Blueprint, LLC31,868$1.21M0.07%-66013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP30,285$1.15M<0.01%+6,94013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.25,480$967K0.03%-3,05813F-HRTimeline
Mariner, LLCin group Mariner, LLC24,125$916K<0.01%+18,40513F-HRTimelineGroup
Sowell Financial Services LLC23,873$906K0.04%-1,64213F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC23,063$876K0.18%013F-HRTimeline
Janney Montgomery Scott LLC22,593$858K<0.01%+12,05113F-HRTimeline
1ST SOURCE BANK20,533$780K0.05%new13F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC20,000$759K0.14%13F-HRTimeline
Keystone Wealth Services, LLC18,773$713K0.19%-4,64913F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…16,099$629K0.03%+24613F-HRTimelineGroup
Santori & Peters, Inc.16,104$611K0.25%+2,53713F-HRTimeline
Grantvest Financial Group LLC15,682$595K0.48%new13F-HRTimeline
LifeWealth Investments, LLC15,450$587K0.28%new13F-HR/ATimeline
Camelot Portfolios, LLC13,900$528K0.33%+50013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV12,712$482K0.16%+1,21313F-HRTimeline
Integrity Financial Corp /WA12,608$479K0.27%-1,58613F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.11,624$441K0.02%+5,37713F-HR/ATimelineGroup
HighTower Advisors, LLC11,204$425K<0.01%new13F-HRTimeline
Nova Wealth Management, Inc.11,148$423K0.37%-4,79613F-HR/ATimeline
Main Street Financial Solutions, LLC10,266$390K0.03%013F-HRTimeline
Ignite Planners, LLC10,179$388K0.08%+4,07713F-HRTimeline
Farther Finance Advisors, LLC10,080$384K0.01%+10,04413F-HRTimeline
Arkadios Wealth Advisors9,924$377K0.01%new13F-HRTimeline
Tanglewood Legacy Advisors, LLC9,791$372K0.16%+6,79113F-HRTimeline
Orion Porfolio Solutions, LLC9,235$351K<0.01%new13F-HRTimeline
Orion Portfolio Solutions, LLC9,235$351K<0.01%new13F-HR/ATimeline
Comprehensive Financial Consultants Ins…8,707$331K0.12%new13F-HRTimeline
CASCADE INVESTMENT GROUP, INC.8,698$330K0.25%new13F-HRTimeline
Prosperity Consulting Group, LLC8,561$325K0.03%-51613F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.8,498$323K0.16%-14313F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC8,492$322K0.25%013F-HRTimeline
WT Wealth Management8,333$316K0.1%new13F-HRTimeline
Atria Wealth Solutions, Inc.8,281$314K<0.01%new13F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC8,135$309K0.01%013F-HRTimeline
Mission Financial Group, LLC7,198$306K0.28%13F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.7,921$301K0.12%013F-HRTimeline
NewEdge Advisors, LLC7,800$296K<0.01%new13F-HRTimeline
Mayfair Advisory Group, LLC7,517$285K0.16%+2213F-HRTimeline
VICUS CAPITAL7,096$269K0.03%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.7,093$269K<0.01%-2,70613F-HRTimeline
Buck Wealth Strategies, LLC6,809$259K0.05%new13F-HRTimeline
Cottage Street Advisors LLC6,772$257K0.13%new13F-HRTimeline
Bouchey Financial Group, Ltd.6,734$256K0.02%013F-HRTimeline
ARBOR CAPITAL MANAGEMENT INC /ADV6,465$246K0.24%-8313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6,390$243K<0.01%+6,24313F-HRTimelineGroup
AE Wealth Management LLC6,113$232K<0.01%-9,35113F-HRTimeline
Sanctuary Advisors, LLC6,105$232K<0.01%new13F-HRTimeline
FISCHER INVESTMENT STRATEGIES, LLC5,820$221K0.16%new13F-HRTimeline
Midwest Financial Network, LLC5,816$221K0.22%-7313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/5,752$218K<0.01%new13F-HRTimelineGroup
Castleview Partners, LLC5,416$206K0.14%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC4,888$186K0.04%013F-HRTimeline
Sunbelt Securities, Inc.4,128$157K0.01%-67513F-HRTimeline
SOA Wealth Advisors, LLC.3,751$142K0.03%+3,57213F-HRTimeline
MTM Investment Management, LLC3,200$122K0.05%013F-HRTimeline
LANARK FINANCIAL, INC.3,195$121K0.01%+3,19413F-HRTimeline
Geneos Wealth Management Inc.2,154$81.8K<0.01%-2,62713F-HRTimeline
Clearstead Trust, LLC1,820$69.1K0.02%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.1,770$67.2K0.03%-36013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,642$62.3K<0.01%013F-HRTimelineGroup
Creekmur Asset Management LLC1,599$60.7K0.01%013F-HRTimeline
CoreCap Advisors, LLC1,166$44.3K<0.01%-113F-HRTimeline
Larson Financial Group LLC865$32.8K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV780$29.6K<0.01%+50213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC600$23.4K<0.01%013F-HRTimelineGroup
FSC Wealth Advisors, LLC559$21.2K0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…490$18.6K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC300$11.4K<0.01%013F-HRTimeline
EPG Wealth Management LLC250$9.49K<0.01%013F-HRTimeline
Sound Income Strategies, LLC130$4.94K<0.01%new13F-HRTimeline
Transce3nd, LLC70$2.66K<0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC52$1.97K<0.01%-3,95413F-HR/ATimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-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