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Disclosery

XJUL FIRST TR EXCHNG TRADED FD VI

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CMN (fund)

41 managers (41 13F filers) reported a position in XJUL shares at 2025-03-31, 1,207,994 shares in all. 3 filers opened a position and 5 filers sold out during the quarter.

Managers
41
13F filers
41
New
3
Added
12
Reduced
14
Sold out
5
Shares held by filers
1,207,994

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Pitti Group Wealth Management, LLC181,328$6.4M6.57%+2,78413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC171,097$6.04M<0.01%+132,62013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.146,133$5.16M0.01%-28313F-HRTimelineGroup
Cetera Investment Advisers134,585$4.75M0.01%+94,57513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC72,564$2.56M<0.01%-11,99913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC57,999$2.05M0.01%-90,52013F-HRTimelineGroup
Diligent Investors, LLC38,887$1.37M0.33%013F-HRTimeline
OLD MISSION CAPITAL LLC32,948$1.16M0.02%+21,34913F-HRTimeline
Griffith & Werner, Inc.30,000$1.06M0.66%013F-HRTimeline
Mariner, LLCin group Mariner, LLC27,015$954K<0.01%013F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC26,690$942K0.03%+20,15413F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC26,559$938K0.04%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…22,495$794K<0.01%+6,94213F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED22,116$780K0.07%+1,12713F-HR/ATimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC20,030$707K<0.01%+1,41113F-HRTimelineGroup
Steward Partners Investment Advisory, L…19,350$683K0.01%-25013F-HRTimeline
LPL Financial LLC18,624$658K<0.01%+5,29813F-HRTimeline
Allworth Financial LP13,673$477K<0.01%-34913F-HRTimeline
Atria Investments, Inc11,487$406K0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC11,152$394K<0.01%-7,00713F-HRTimelineGroup
Foguth Wealth Management, LLC.10,809$382K0.09%013F-HRTimeline
Bullseye Investment Management, LLC10,413$368K0.22%+59713F-HRTimeline
Chicago Partners Investment Group LLC8,957$318K0.01%013F-HRTimeline
Aurora Private Wealth, Inc.8,497$300K0.24%013F-HR/ATimeline
Signal Advisors Wealth, LLC8,247$291K0.03%013F-HRTimeline
Aptus Capital Advisors, LLC7,815$276K<0.01%013F-HRTimeline
VestGen Investment Management7,239$256K0.19%new13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC7,165$253K0.02%013F-HRTimeline
MML INVESTORS SERVICES, LLC6,540$231K<0.01%-39,88513F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.5,927$209K0.08%013F-HRTimeline
IFP Advisors, Inc5,858$207K0.01%013F-HRTimeline
Sequent Planning LLC5,810$205K0.07%-8313F-HRTimeline
Cambridge Investment Research Advisors,…5,666$200K<0.01%-36713F-HRTimeline
PFS Partners, LLC5,524$195K0.1%-29313F-HRTimeline
Geneos Wealth Management Inc.5,400$191K<0.01%+3,10013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC4,870$172K<0.01%-71813F-HR/ATimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC3,449$122K0.02%-513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,227$114K<0.01%-1,83213F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,198$42.3K<0.01%new13F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.651$23K0.01%+15013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-1,85913F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.