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Disclosery

DJUL FIRST TR EXCHNG TRADED FD VI

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FT VEST US EQT (fund)

110 managers (112 13F filers) reported a position in DJUL shares at 2024-12-31, 5,073,421 shares in all. 9 filers opened a position and 8 filers sold out during the quarter.

Managers
110
13F filers
112
New
9
Added
16
Reduced
40
Sold out
8
Shares held by filers
5,073,421

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

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

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
OGOREK ANTHONY JOSEPH /NY/ /ADV769,412$32.3M10.27%-4,14113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC410,621$17.2M0.01%13F-HR/ATimelineGroup
Bison Wealth, LLC198,462$8.33M1.02%13F-HRTimeline
Ignite Planners, LLC190,379$8.04M1.76%-12,24013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.185,281$7.78M0.02%-368,44713F-HR/ATimelineGroup
Commonwealth Financial Services, LLC173,780$7.3M1.43%+5,83313F-HRTimeline
REAP Financial Group, LLC173,128$7.27M1.8%+7,16813F-HRTimeline
Smart Money Group LLC167,085$7.01M2.42%-4,89713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding166,057$6.97M-72,937Timeline
Foguth Wealth Management, LLC.159,464$6.84M1.79%+92,02113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP154,343$6.48M0.01%-14,84413F-HRTimelineGroup
Janney Montgomery Scott LLC153,049$6.42M0.02%-6,01413F-HRTimeline
WINNACLE WEALTH LLC143,916$6.03M5.99%13F-HRTimeline
HICKORY ASSET MANAGEMENT, INC.134,069$5.63M4.78%13F-HRTimeline
Nova Wealth Management, Inc.129,479$5.44M4.71%13F-HRTimeline
Signal Advisors Wealth, LLC119,672$5.02M0.57%+52,25913F-HRTimeline
CWM, LLCin group CWM, LLC110,438$4.64M0.02%-18,60013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC105,252$4.42M0.02%+2,21613F-HRTimelineGroup
Cetera Investment Advisers75,706$3.18M0.01%-3,57013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC74,920$3.15M<0.01%-6,36313F-HRTimeline
Wood Tarver Financial Group, LLC65,289$2.74M0.92%13F-HRTimeline
LifeWealth Investments, LLC63,784$2.68M1.77%13F-HRTimeline
AE Wealth Management LLC61,783$2.59M0.02%-50,17613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management56,106$2.36M0.07%-3,84513F-HRTimelineGroup
Cambridge Investment Research Advisors,…53,670$2.25M0.01%-4,89313F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding51,285$2.15M-2,890Timeline
Sunbelt Securities, Inc.43,854$1.85M0.16%013F-HRTimeline
SMART Wealth LLC41,429$1.74M0.62%+24,51613F-HRTimeline
LPL Financial LLC33,939$1.42M<0.01%+3,40013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…28,428$1.19M<0.01%013F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.27,750$1.16M0.06%-19413F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…27,714$1.16M<0.01%-18,71713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC26,673$1.12M<0.01%-56,85913F-HRTimeline
Ferguson Shapiro LLC25,413$1.07M0.4%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC24,972$1.05M<0.01%new13F-HRTimelineGroup
Integrity Financial Corp /WA22,879$960K0.55%+1,19713F-HRTimeline
Claro Advisors Inc.22,746$955K0.13%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED22,576$951K0.09%013F-HRTimeline
Lunt Capital Management, Inc.22,576$948K0.37%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.20,262$851K0.13%013F-HR/ATimeline
HARBOUR INVESTMENTS, INC.19,465$817K0.02%-1,04813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…19,292$810K<0.01%new13F-HR/ATimeline
HighTower Advisors, LLC18,832$791K<0.01%-72813F-HRTimeline
IFP Advisors, Inc18,630$782K0.03%+6013F-HRTimeline
NewEdge Advisors, LLC16,630$698K<0.01%-7813F-HRTimeline
BEACON FINANCIAL GROUP15,624$656K0.07%-6,21213F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC14,855$624K0.06%+7,04213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.14,610$613K<0.01%-2,85213F-HRTimeline
Clear Creek Financial Management, LLC14,513$609K0.07%-10,22713F-HRTimeline
Prosperity Consulting Group, LLC13,261$557K0.04%-33913F-HRTimeline
OLD MISSION CAPITAL LLC13,084$549K0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN13,060$548K<0.01%new13F-HRTimelineGroup
Arkadios Wealth Advisors13,000$546K0.03%new13F-HRTimeline
EPG Wealth Management LLC13,000$546K0.14%013F-HRTimeline
First Heartland Consultants, Inc.12,758$536K0.05%-3,13613F-HRTimeline
Mutual Advisors, LLC12,555$531K0.02%-1,49813F-HRTimeline
Mariner, LLCin group Mariner, LLC11,808$496K<0.01%+59513F-HRTimelineGroup
Spectrum Asset Management, Inc. (NB/CA)10,970$461K0.21%013F-HRTimeline
WOLVERINE TRADING, LLC10,797$455K0.01%new13F-HRTimeline
TOWNSQUARE CAPITAL LLC10,381$436K<0.01%+7313F-HRTimeline
Tanglewood Legacy Advisors, LLC10,368$435K0.19%013F-HRTimeline
Certified Advisory Corp10,000$420K0.05%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP9,520$400K<0.01%new13F-HRTimelineGroup
Comprehensive Financial Consultants Ins…9,340$392K0.14%-70813F-HRTimeline
Strategic Blueprint, LLC9,185$386K0.02%-3,41713F-HRTimeline
LVZ, Inc.8,638$363K0.05%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…8,585$360K0.01%013F-HRTimelineGroup
Bouchey Financial Group, Ltd.8,556$359K0.03%-1,44213F-HRTimeline
CENTAURUS FINANCIAL, INC.8,557$359K0.02%+58913F-HRTimeline
Atria Wealth Solutions, Inc.7,956$334K<0.01%+41013F-HRTimeline
ARBOR CAPITAL MANAGEMENT INC /ADV7,532$321K0.32%-77213F-HRTimeline
Keystone Wealth Services, LLC7,357$309K0.08%-1,64813F-HRTimeline
Schwallier Wealth Management LLC7,030$295K0.22%-2,50013F-HRTimeline
Orion Porfolio Solutions, LLC6,808$286K<0.01%-1213F-HRTimeline
Orion Portfolio Solutions, LLC6,808$286K<0.01%-1213F-HRTimeline
Grantvest Financial Group LLC6,700$281K0.31%13F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC6,674$280K0.06%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC6,582$276K0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…6,275$269K0.02%013F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC6,131$257K0.22%013F-HRTimeline
MTM Investment Management, LLC6,000$252K0.1%013F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC5,700$239K0.03%013F-HRTimelineGroup
WMG Financial Advisors, LLC5,641$237K0.1%013F-HRTimeline
UPTICK PARTNERS, LLC5,636$237K0.09%new13F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.5,565$234K0.02%013F-HRTimelineGroup
Cambridge Advisors Inc.5,548$233K0.05%-50013F-HRTimeline
Midwest Financial Network, LLC5,404$227K0.24%13F-HRTimeline
Meridian Wealth Management, LLC5,210$219K0.01%013F-HRTimeline
Legacy Capital Wealth Partners, LLC5,137$216K0.05%013F-HRTimeline
Five Pine Wealth Management5,059$212K0.18%13F-HRTimeline
Advyzon Investment Management, LLC5,015$211K0.08%13F-HRTimeline
HRT FINANCIAL LP4,983$209K<0.01%new13F-HRTimeline
Per Stirling Capital Management, LLC.4,971$209K0.03%-6813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management4,842$203K<0.01%-3513F-HRTimelineGroup
AlphaMark Advisors, LLC4,085$171K0.07%013F-HRTimeline
Larson Financial Group LLC3,472$146K0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.1,423$59.7K0.01%013F-HR/ATimeline
CoreCap Advisors, LLC1,113$46.7K<0.01%+3213F-HRTimeline
Avior Wealth Management, LLC1,000$42K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV842$35.3K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC700$29.4K<0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC688$28.9K<0.01%-26613F-HR/ATimelineGroup
NFSG Corp630$26.4K0.01%013F-HRTimeline
Topsail Wealth Management, LLC500$21K<0.01%13F-HRTimeline
Steward Partners Investment Advisory, L…253$10.6K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC220$9.24K<0.01%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY205$8.61K<0.01%013F-HR/ATimelineGroup
DHJJ Financial Advisors, Ltd.167$7.01K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG39$1.64K<0.01%-1,61713F-HRTimelineGroup
LANARK FINANCIAL, INC.5$2480.02%-9,47013F-HRTimeline