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Disclosery

DJAN FIRST TR EXCHNG TRADED FD VI

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ETF (fund)

110 managers (110 13F filers) reported a position in DJAN shares at 2025-12-31, 4,258,023 shares in all. 13 filers opened a position and 9 filers sold out during the quarter.

Managers
110
13F filers
110
New
13
Added
21
Reduced
47
Sold out
9
Shares held by filers
4,258,023

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Jaffetilchin Investment Partners, LLC743,937$32.3M1.89%+7,99113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management322,200$14M0.16%-44,00013F-HRTimelineGroup
CWM, LLCin group CWM, LLC251,096$10.9M0.03%-19,36713F-HRTimelineGroup
Per Stirling Capital Management, LLC.227,382$9.87M1.11%-5,04313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC218,353$9.48M<0.01%+17,42813F-HRTimelineGroup
MML INVESTORS SERVICES, LLC196,555$8.53M0.02%+8,69113F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC180,545$7.84M1.64%-34,91513F-HRTimeline
Cetera Investment Advisers175,167$7.6M0.01%+29,32013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC137,652$5.98M0.02%+2,77613F-HRTimelineGroup
SMART Wealth LLC123,023$5.34M1.63%-13,08813F-HRTimeline
Advisory Services Network, LLC106,780$4.64M0.07%+35813F-HRTimeline
LPL Financial LLC100,819$4.38M<0.01%+2,03613F-HRTimeline
IFP Advisors, Inc91,091$3.95M0.09%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.77,714$3.37M<0.01%-175,90713F-HRTimelineGroup
BEACON FINANCIAL GROUP67,981$2.95M0.29%-3,48613F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC63,556$2.76M0.16%+5,50413F-HRTimeline
Horizon Investments, LLC63,366$2.75M0.03%+5,31413F-HRTimeline
Cambridge Investment Research Advisors,…58,696$2.55M0.01%-4,51213F-HRTimeline
Keystone Wealth Services, LLC49,199$2.27M0.48%+31,92613F-HRTimeline
Commonwealth Financial Services, LLC51,314$2.23M0.37%+43813F-HRTimeline
Wood Tarver Financial Group, LLC42,944$1.86M0.52%-4,08913F-HRTimeline
REAP Financial Group, LLC40,094$1.74M0.35%-3,99513F-HRTimeline
Westwood Wealth Management39,315$1.71M1.28%new13F-HRTimeline
Lionshead Wealth Management, LLC39,315$1.71M1.28%-2,11013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC38,802$1.68M<0.01%-38,79313F-HRTimeline
&PARTNERS34,399$1.49M0.01%new13F-HRTimeline
Strategic Blueprint, LLC31,834$1.38M0.08%-3413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management27,792$1.21M0.04%-12,93813F-HRTimelineGroup
Farther Finance Advisors, LLC26,710$1.16M0.01%-1,25913F-HRTimeline
HARBOUR INVESTMENTS, INC.26,050$1.13M0.02%+39113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP25,898$1.12M<0.01%+1,71813F-HRTimelineGroup
Robertson Stephens Wealth Management, L…25,800$1.12M0.03%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC24,132$1.05M<0.01%-6,31313F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC24,065$1.04M<0.01%-3,67013F-HRTimelineGroup
Waverly Advisors, LLC23,063$1M0.01%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…20,400$886K0.02%013F-HRTimelineGroup
Janney Montgomery Scott LLC17,034$740K<0.01%-69013F-HRTimeline
Tanglewood Legacy Advisors, LLC15,652$680K0.26%013F-HRTimeline
LifeWealth Investments, LLC14,206$617K0.2%-1,18213F-HRTimeline
OLD MISSION CAPITAL LLC13,627$592K0.02%-14,23513F-HRTimeline
IMC-Chicago, LLC13,588$590K0.01%new13F-HRTimeline
Arkadios Wealth Advisors12,880$559K0.01%+32213F-HRTimeline
Camelot Portfolios, LLC12,400$538K0.33%-1,00013F-HRTimeline
RFG Advisory, LLC12,072$524K0.01%+10613F-HRTimeline
Orion Porfolio Solutions, LLC11,931$518K<0.01%+2,69613F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.11,476$498K0.41%-3,59113F-HRTimeline
Buck Wealth Strategies, LLC11,371$494K0.06%-7213F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…11,000$478K<0.01%-66513F-HRTimelineGroup
ACT Advisors, LLC.10,618$461K0.18%013F-HRTimeline
Main Street Financial Solutions, LLC10,216$444K0.03%013F-HRTimeline
Ignite Planners, LLC9,729$425K0.07%+74013F-HRTimeline
Integrity Financial Corp /WA9,720$422K0.21%-2,94313F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.9,524$413K0.02%-14013F-HRTimelineGroup
Nova Wealth Management, Inc.9,133$397K0.27%-213F-HRTimeline
Comprehensive Financial Consultants Ins…8,841$384K0.12%-19413F-HRTimeline
Sowell Financial Services LLC8,813$383K0.01%-3,72713F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC8,492$369K0.19%013F-HRTimeline
Schwallier Wealth Management LLC8,265$361K0.23%new13F-HRTimeline
Grantvest Financial Group LLC8,304$361K0.23%-69413F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC8,135$353K0.01%013F-HRTimeline
NewEdge Advisors, LLC7,800$339K<0.01%-20013F-HRTimeline
Prosperity Consulting Group, LLC7,673$333K0.01%-32913F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…7,642$332K0.01%-8,21113F-HRTimelineGroup
JDM Financial Group LLC7,640$332K0.13%-35,13913F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.7,216$313K0.13%-313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…7,037$306K<0.01%+1,58713F-HR/ATimelineGroup
WINNACLE WEALTH LLC6,916$304K0.22%-6913F-HRTimeline
Mayfair Advisory Group, LLC6,947$302K0.12%-57013F-HRTimeline
Cottage Street Advisors LLC6,772$294K0.12%013F-HRTimeline
Kovack Advisors, Inc.6,528$283K0.01%new13F-HR/ATimeline
Foguth Wealth Management, LLC.6,502$282K0.04%13F-HRTimeline
PFG Advisors6,242$271K0.01%-60413F-HRTimeline
Mutual Advisors, LLC6,017$261K0.01%013F-HRTimeline
ARBOR CAPITAL MANAGEMENT INC /ADV5,896$256K0.21%-29013F-HRTimeline
Ballast Rock Private Wealth LLC5,851$254K0.16%13F-HRTimeline
Kercheville Advisors, LLC5,700$248K0.07%new13F-HRTimeline
Clear Creek Financial Management, LLC5,459$237K0.02%-30,25013F-HRTimeline
Castleview Partners, LLC5,416$235K0.12%013F-HRTimeline
Sanctuary Advisors, LLC5,376$233K<0.01%013F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.5,321$231K0.07%013F-HRTimeline
RiverTree Advisors, LLC5,220$227K0.14%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV5,133$222K0.06%-8713F-HRTimeline
Kingsview Wealth Management, LLC5,063$220K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/4,967$215K<0.01%013F-HRTimelineGroup
HRT FINANCIAL LP4,940$214K<0.01%-2,32913F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC4,604$200K<0.01%-17013F-HRTimelineGroup
Sunbelt Securities, Inc.4,128$179K0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.3,958$172K0.03%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC3,546$154K0.02%-11513F-HRTimeline
MTM Investment Management, LLC3,200$139K0.04%013F-HRTimeline
Global Retirement Partners, LLC2,500$109K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,996$87K<0.01%+1,61213F-HRTimelineGroup
LANARK FINANCIAL, INC.1,811$78.6K0.01%-11013F-HRTimeline
DHJJ Financial Advisors, Ltd.1,650$71.6K0.02%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,642$71.3K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,490$64.7K<0.01%013F-HRTimeline
CoreCap Advisors, LLC1,263$54.8K<0.01%-3113F-HRTimeline
Sound Income Strategies, LLC1,078$47.1K<0.01%+1,04913F-HRTimeline
MAI Capital Management1,060$46K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG1,043$45.3K<0.01%+82113F-HRTimelineGroup
AE Wealth Management LLC798$34.6K<0.01%-53013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV780$33.9K<0.01%013F-HRTimeline
Larson Financial Group LLC643$27.9K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.327$14.2K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC300$13K<0.01%013F-HRTimeline
Benson Wealth Management INC263$11.4K0.01%13F-HRTimeline
Motiv8 Investments LLC263$11K0.01%new13F-HRTimeline
Smartleaf Asset Management LLC161$7K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…161$6.99K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY18$781<0.01%new13F-HR/ATimelineGroup

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