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Disclosery

DJAN FIRST TR EXCHNG TRADED FD VI

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ETF (fund)

111 managers (111 13F filers) reported a position in DJAN shares at 2025-06-30, 5,026,100 shares in all. 14 filers opened a position and 10 filers sold out during the quarter.

Managers
111
13F filers
111
New
14
Added
32
Reduced
37
Sold out
10
Shares held by filers
5,026,100

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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, LLC728,608$29.4M1.92%+6,53913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management381,021$15.4M0.2%-28,42313F-HRTimelineGroup
CWM, LLCin group CWM, LLC298,116$12M0.04%-7,62913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.294,415$11.9M0.02%-62,78113F-HR/ATimelineGroup
Per Stirling Capital Management, LLC.231,690$9.35M1.22%+1,59713F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC217,641$8.78M2.15%+20,59313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC200,702$8.1M<0.01%+4,45613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC194,921$7.86M0.02%-7,75013F-HRTimeline
SMART Wealth LLC157,337$6.35M1.99%+1,08813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC138,341$5.58M0.03%-9,60613F-HRTimelineGroup
Cetera Investment Advisers126,099$5.09M0.01%+62,76313F-HRTimeline
Advisory Services Network, LLC108,814$4.45M0.07%-2,73013F-HRTimeline
IFP Advisors, Inc91,261$3.68M0.1%+8913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC85,752$3.46M<0.01%-30,15313F-HRTimeline
LPL Financial LLC80,851$3.26M<0.01%+13,41813F-HRTimeline
Cambridge Investment Research Advisors,…77,572$3.13M0.01%+3,11613F-HRTimeline
BEACON FINANCIAL GROUP75,906$3.06M0.32%-6,61413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management69,705$2.81M0.1%-2,80013F-HRTimelineGroup
ACT Advisors, LLC.62,054$2.5M1.16%-4,64813F-HRTimeline
MGO ONE SEVEN LLC61,211$2.47M0.08%+13,28213F-HRTimeline
Clear Creek Financial Management, LLC54,639$2.2M0.21%+14513F-HRTimeline
Maia Wealth LLC54,358$2.19M0.42%new13F-HRTimeline
Commonwealth Financial Services, LLC50,712$2.05M0.39%-3,02713F-HRTimeline
Lionshead Wealth Management, LLC50,322$2.03M1.87%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC48,703$1.96M<0.01%+1,94913F-HRTimelineGroup
Wood Tarver Financial Group, LLC47,042$1.9M0.57%-100,42913F-HRTimeline
Bison Wealth, LLC44,750$1.81M0.14%-5,55313F-HRTimeline
REAP Financial Group, LLC44,750$1.81M0.42%-5,55313F-HRTimeline
JDM Financial Group LLC42,779$1.73M0.81%013F-HRTimeline
Horizon Investments, LLC40,907$1.65M0.03%+6,29013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC40,907$1.65M0.13%+3,18113F-HRTimeline
Farther Finance Advisors, LLC31,981$1.29M0.03%+21,90113F-HRTimeline
Strategic Blueprint, LLC31,868$1.29M0.06%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP30,426$1.23M<0.01%+14113F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…27,750$1.12M0.02%new13F-HRTimelineGroup
HighTower Advisors, LLC27,700$1.12M<0.01%+16,49613F-HRTimeline
Mariner, LLCin group Mariner, LLC26,555$1.07M<0.01%+2,43013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.25,606$1.03M0.03%+12613F-HRTimeline
Sowell Financial Services LLC23,872$963K0.04%-113F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC23,063$930K0.18%013F-HRTimeline
1ST SOURCE BANK20,533$828K0.05%013F-HRTimeline
OLD MISSION CAPITAL LLC20,450$825K0.02%new13F-HRTimeline
Janney Montgomery Scott LLC20,127$812K<0.01%-2,46613F-HRTimeline
LifeWealth Investments, LLC19,217$775K0.28%+3,76713F-HR/ATimeline
TOUNJIAN ADVISORY PARTNERS, LLC20,000$759K0.15%013F-HRTimeline
Keystone Wealth Services, LLC18,773$757K0.18%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…17,205$694K<0.01%new13F-HRTimelineGroup
Santori & Peters, Inc.16,104$650K0.24%013F-HRTimeline
Grantvest Financial Group LLC15,682$633K0.47%013F-HRTimeline
Tanglewood Legacy Advisors, LLC15,652$631K0.26%+5,86113F-HRTimeline
Foguth Wealth Management, LLC.15,402$621K0.13%-241,82513F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.15,070$608K0.75%13F-HRTimeline
Integrity Financial Corp /WA14,681$592K0.3%+2,07313F-HRTimeline
Camelot Portfolios, LLC13,900$561K0.34%013F-HRTimeline
Signal Advisors Wealth, LLC13,721$553K0.04%-241,70013F-HRTimeline
RFG Advisory, LLC12,268$495K0.01%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…11,665$471K<0.01%new13F-HRTimelineGroup
Buck Wealth Strategies, LLC11,444$462K0.07%+4,63513F-HRTimeline
Main Street Financial Solutions, LLC10,266$414K0.03%013F-HRTimeline
Ignite Planners, LLC10,134$412K0.07%-4513F-HR/ATimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV10,115$408K0.13%-2,59713F-HRTimeline
Nova Wealth Management, Inc.10,072$406K0.3%-1,07613F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.10,030$405K0.02%-1,59413F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…9,999$403K0.02%-6,10013F-HRTimelineGroup
VICUS CAPITAL9,856$398K0.03%+2,76013F-HRTimeline
Orion Porfolio Solutions, LLC9,235$373K<0.01%013F-HR/ATimeline
Comprehensive Financial Consultants Ins…9,085$366K0.12%+37813F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.8,714$351K<0.01%+1,62113F-HRTimeline
Prosperity Consulting Group, LLC8,561$345K0.03%013F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC8,492$343K0.23%013F-HRTimeline
UPTICK PARTNERS, LLC8,315$335K0.1%new13F-HRTimeline
CASCADE INVESTMENT GROUP, INC.8,192$330K0.23%-50613F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC8,135$328K0.01%013F-HRTimeline
PFG Advisors8,064$325K0.02%new13F-HRTimeline
NewEdge Advisors, LLC7,800$315K<0.01%013F-HRTimeline
Mayfair Advisory Group, LLC7,517$309K0.15%013F-HRTimeline
Arkadios Wealth Advisors7,601$307K0.01%-2,32313F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.7,309$295K0.13%-1,18913F-HRTimeline
ARBOR CAPITAL MANAGEMENT INC /ADV7,035$287K0.25%+57013F-HRTimeline
Cottage Street Advisors LLC6,772$273K0.14%013F-HRTimeline
Mutual Advisors, LLC6,017$247K0.01%new13F-HRTimeline
HRT FINANCIAL LP6,050$244K<0.01%new13F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.5,971$241K0.09%-1,95013F-HRTimeline
Sanctuary Advisors, LLC5,723$231K<0.01%-38213F-HRTimeline
Castleview Partners, LLC5,416$218K0.14%013F-HRTimeline
Midwest Financial Network, LLC5,383$217K0.22%-43313F-HRTimeline
RiverTree Advisors, LLC5,220$211K0.14%new13F-HRTimeline
Kingsview Wealth Management, LLC5,063$204K<0.01%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC5,000$202K<0.01%new13F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/4,967$200K<0.01%-78513F-HR/ATimelineGroup
Sunbelt Securities, Inc.4,803$188K0.02%+67513F-HRTimeline
SOA Wealth Advisors, LLC.3,958$160K0.03%+20713F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC3,776$152K0.03%-1,11213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,693$149K<0.01%-2,69713F-HRTimelineGroup
MTM Investment Management, LLC3,200$129K0.04%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC2,525$102K<0.01%+2,47313F-HR/ATimelineGroup
LANARK FINANCIAL, INC.2,235$90K0.01%-96013F-HRTimeline
Clearstead Trust, LLC1,820$73.4K0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.1,650$66.6K0.02%-12013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,642$66.2K<0.01%013F-HRTimelineGroup
Creekmur Asset Management LLC1,599$64.5K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…1,490$60.1K<0.01%+1,00013F-HRTimeline
AE Wealth Management LLC1,328$53.6K<0.01%-4,78513F-HRTimeline
CoreCap Advisors, LLC1,300$52.4K<0.01%+13413F-HRTimeline
Larson Financial Group LLC865$34.9K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV780$31.5K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.327$13.2K<0.01%-1,82713F-HRTimeline
Glen Eagle Advisors, LLC300$12.1K<0.01%013F-HRTimeline
Transce3nd, LLC70$2.82K<0.01%013F-HRTimeline
Sound Income Strategies, LLC29$1.17K<0.01%-10113F-HRTimeline
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