DJUL — FIRST TR EXCHNG TRADED FD VI

Ownership history in Advisory Services Network, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in FIRST TR EXCHNG TRADED FD VI (DJUL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2024 Q2)
Avg. % of fund
0.0%
First filed
2023 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 3,316 -4,089 -55.2% 0.00% $155K $46.69
2024 Q3 UNCHANGED 7,405 — 0% 0.01% $295K $41.41
2024 Q2 ADDED 7,405 +5,174 +231.9% 0.01% $295K $39.80
2023 Q4 INITIATED 2,231 — — 0.00% $81K —
% of Fund (quarterly)    DJUL price (monthly, adj. close)

Other funds also holding DJUL

As of 2025 Q4 — sorted by position size

OGOREK ANTHONY JOSEPH /NY/ /ADV 3Y 7Y 8.32% Commonwealth Financial Services, LLC 3Y 7Y 1.16% Ignite Planners, LLC 3Y 1.05% Ritter Daniher Financial Advisory LLC / DE 3Y 0.96% Comprehensive Financial Consultants Institutional, Inc. 3Y 0.86% Foguth Wealth Management, LLC. 0.84% Integrity Financial Corp /WA 3Y 0.45% SMART Wealth LLC 0.4% Ferguson Shapiro LLC 3Y 0.35% Hartford Financial Management Inc. 3Y 7Y 0.34%
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