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Disclosery

XJUL FIRST TR EXCHNG TRADED FD VI

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CMN (fund)

43 managers (43 13F filers) reported a position in XJUL shares at 2024-12-31, 1,100,672 shares in all. 9 filers opened a position and 3 filers sold out during the quarter.

Managers
43
13F filers
43
New
9
Added
7
Reduced
14
Sold out
3
Shares held by filers
1,100,672

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
Pitti Group Wealth Management, LLC178,544$6.33M6.42%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC148,519$5.27M0.03%-4,36613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.146,416$5.19M0.01%-39,86813F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC84,563$3M<0.01%-19,03013F-HRTimeline
MML INVESTORS SERVICES, LLC46,425$1.65M0.01%-5,92913F-HRTimeline
Cetera Investment Advisers40,010$1.42M<0.01%-1,24713F-HRTimeline
Diligent Investors, LLC38,887$1.38M0.32%-50013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC38,477$1.36M<0.01%+1,28613F-HRTimelineGroup
Griffith & Werner, Inc.30,000$1.06M0.7%13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC27,732$984K<0.01%+2,94913F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC27,015$958K<0.01%013F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC26,559$942K0.04%+6413F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED20,989$745K0.07%-7513F-HRTimeline
Steward Partners Investment Advisory, L…19,600$695K0.01%-1,00013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC18,619$660K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC18,159$644K<0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,553$552K<0.01%+2,86713F-HRTimelineGroup
Allworth Financial LP14,022$504K<0.01%new13F-HRTimeline
LPL Financial LLC13,326$473K<0.01%+5,38113F-HRTimeline
OLD MISSION CAPITAL LLC11,599$411K0.01%new13F-HRTimeline
Foguth Wealth Management, LLC.10,809$389K0.1%+2,56213F-HRTimeline
Arax Advisory Partners10,867$385K0.02%new13F-HRTimeline
Bullseye Investment Management, LLC9,816$348K0.23%-48,51113F-HRTimeline
Chicago Partners Investment Group LLC8,957$319K0.01%013F-HRTimeline
Aurora Private Wealth, Inc.8,497$301K0.23%-2,23913F-HRTimeline
Signal Advisors Wealth, LLC8,247$293K0.03%-2,51213F-HRTimeline
Aptus Capital Advisors, LLC7,815$277K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC7,165$254K0.02%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC6,536$232K0.01%013F-HRTimelineGroup
Crown Wealth Group, LLC6,485$230K0.09%013F-HRTimeline
Cambridge Investment Research Advisors,…6,033$214K<0.01%-3,30013F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.5,927$210K0.08%013F-HRTimeline
Sequent Planning LLC5,893$209K0.08%-24,93213F-HRTimeline
IFP Advisors, Inc5,858$208K0.01%013F-HRTimeline
PFS Partners, LLC5,817$206K0.11%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC5,588$198K<0.01%+4113F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,059$179K<0.01%new13F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC3,454$123K0.02%-2813F-HRTimeline
Geneos Wealth Management Inc.2,300$81.6K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…1,859$66.8K<0.01%013F-HRTimeline
Key Financial Inc1,650$58.5K0.01%013F-HRTimeline
AE Wealth Management LLC525$18.6K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.501$17.8K0.01%013F-HRTimeline