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JULM FIRST TR EXCHNG TRADED FD VI

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CMN (fund)

38 managers (38 13F filers) reported a position in JULM shares at 2026-03-31, 345,075 shares in all. 1 filer opened a position and 3 filers sold out during the quarter.

Managers
38
13F filers
38
New
1
Added
5
Reduced
12
Sold out
3
Shares held by filers
345,075

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
OLD MISSION CAPITAL LLC24,538$823K0.02%-17,82213F-HRTimeline
Glen Eagle Advisors, LLC24,390$818K0.11%013F-HRTimeline
CWM, LLCin group CWM, LLC23,275$781K<0.01%-16013F-HRTimelineGroup
LPL Financial LLC19,795$664K<0.01%-64513F-HRTimeline
Strategic Blueprint, LLC19,538$656K0.04%+88813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC18,206$611K<0.01%-7,61013F-HRTimeline
Mutual Advisors, LLC17,704$594K0.01%-40013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…16,725$561K<0.01%+3,45813F-HRTimelineGroup
Cetera Investment Advisers14,225$477K<0.01%013F-HRTimeline
Arete Wealth Advisors, LLC13,050$437K0.03%013F-HR/ATimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC12,148$408K<0.01%+2,40813F-HRTimelineGroup
NORDEN GROUP LLC12,000$403K0.04%013F-HRTimeline
Madrona Financial Services, LLC11,162$375K0.08%013F-HRTimeline
Crusonia Wealth Advisors LLC10,820$363K0.07%013F-HRTimeline
Clear Creek Financial Management, LLC10,045$337K0.03%-19413F-HRTimeline
AE Wealth Management LLC9,837$330K<0.01%-6013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC9,565$321K<0.01%-92513F-HRTimelineGroup
Cresset Asset Management, LLC9,371$314K<0.01%013F-HRTimeline
Ergawealth Advisors, Inc.8,858$297K0.13%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC8,706$292K<0.01%013F-HRTimelineGroup
Cambridge Investment Research Advisors,…7,048$236K<0.01%-63013F-HRTimeline
IFP Advisors, Inc6,560$220K<0.01%013F-HRTimeline
Foguth Wealth Management, LLC.6,005$207K0.02%-21913F-HRTimeline
MML INVESTORS SERVICES, LLC6,140$206K<0.01%-3,98613F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC5,759$193K<0.01%+1,49313F-HRTimelineGroup
Anfield Capital Management, LLCin group Anfield Capital Management, L…2,875$96.5K0.03%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,739$91.3K<0.01%new13F-HR/ATimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC2,471$83K<0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,228$74.8K<0.01%-65013F-HRTimelineGroup
Financial Network Wealth Advisors LLC2,140$71.8K0.07%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,845$61.9K<0.01%013F-HRTimeline
Triumph Capital Management1,545$51.8K0.01%013F-HRTimeline
Integrity Financial Corp /WA764$25.6K0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG747$25.1K<0.01%+51413F-HRTimelineGroup
CX Institutional713$24K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.650$21.8K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN518$17.4K<0.01%013F-HR/ATimelineGroup
DHJJ Financial Advisors, Ltd.370$12.4K<0.01%013F-HRTimeline

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