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Disclosery

JULM FIRST TR EXCHNG TRADED FD VI

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CMN (fund)

28 managers (28 13F filers) reported a position in JULM shares at 2025-06-30, 311,290 shares in all. 1 filer opened a position and 1 filer sold out during the quarter.

Managers
28
13F filers
28
New
1
Added
3
Reduced
8
Sold out
1
Shares held by filers
311,290

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
COMMONWEALTH EQUITY SERVICES, LLC55,235$1.8M<0.01%-31413F-HRTimeline
Cambridge Investment Research Advisors,…40,648$1.32M<0.01%+23013F-HRTimeline
Glen Eagle Advisors, LLC24,725$805K0.12%013F-HRTimeline
LPL Financial LLC20,057$653K<0.01%+7,57013F-HRTimeline
Mutual Advisors, LLC19,079$625K0.02%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC17,285$563K<0.01%013F-HRTimelineGroup
Arete Wealth Advisors, LLC13,050$425K0.03%013F-HRTimeline
NORDEN GROUP LLC12,000$391K0.04%013F-HRTimeline
Clear Creek Financial Management, LLC11,334$369K0.04%-4,39113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,627$346K<0.01%new13F-HRTimelineGroup
Cetera Investment Advisers9,607$313K<0.01%013F-HRTimeline
Signal Advisors Wealth, LLC9,343$304K0.02%-14113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC8,331$271K<0.01%-1113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC8,220$268K<0.01%013F-HRTimeline
Prasad Wealth Partners, LLC7,550$246K0.07%013F-HRTimeline
Madrona Financial Services, LLC6,580$214K0.05%013F-HRTimeline
IFP Advisors, Inc6,560$213K0.01%013F-HRTimeline
Foguth Wealth Management, LLC.6,511$212K0.05%-5,80513F-HRTimeline
HighTower Advisors, LLC6,500$212K<0.01%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…6,258$204K<0.01%-75713F-HRTimelineGroup
Financial Network Wealth Advisors LLC2,929$95.3K0.12%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…2,875$93.6K0.03%013F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC2,471$80K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,490$48.5K<0.01%+92313F-HRTimelineGroup
Creekmur Asset Management LLC825$26.9K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.650$21.2K<0.01%-1,30013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.550$17.9K<0.01%-23513F-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 167,747 JULM shares, 17.2% of the class, as of 2026-09-30, in a 13G/A filed 2026-10-14. 0001445546-26-007615

    Accepted , ingested