Millington Financial Advisors, LLC XJUN — FIRST TR EXCHNG TRADED FD VI

Ownership history in Millington Financial Advisors, LLC  ·  14 quarters on record

AI Ownership Summary

Millington Financial Advisors, LLC reported FIRST TR EXCHNG TRADED FD VI (XJUN) in 14 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.35% in 2024 Q3. The latest visible filing shows XJUN at 0.14% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this XJUN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Millington Financial Advisors, LLC's position in FIRST TR EXCHNG TRADED FD VI, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

XJUN was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.35% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

XJUN stock page Millington Financial Advisors, LLC fund profile Millington Financial Advisors, LLC full holdings
How Millington Financial Advisors, LLC held XJUN — position size vs. price
% of Fund (quarterly)    XJUN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 7,968 -188 -2.3% 0.14% $354K 2026-08-07 $45.15
2026 Q1 REDUCED 7.9% +3.0% ❌ 8,156 -700 -7.9% 0.15% $359K 2026-05-08 $44.14
2025 Q4 REDUCED 17.5% +0.0% ❌ 8,856 -1,885 -17.5% 0.17% $383K 2026-02-09 $43.29
2025 Q3 REDUCED 13.5% +1.9% ❌ 10,741 -1,678 -13.5% 0.22% $453K 2025-10-30 $42.42
2025 Q2 REDUCED — — — 12,419 -119 -0.9% 0.26% $514K 2025-08-13 $41.74
2025 Q1 REDUCED 16.5% +6.7% ❌ 12,538 -2,474 -16.5% 0.29% $470K 2025-04-14 $37.72
2024 Q4 ADDED — — — 15,012 +209 +1.4% 0.34% $586K 2025-02-04 $39.14
2024 Q3 ADDED — — — 14,803 +6,448 +77.2% 0.35% $563K 2024-10-15 $38.12
2024 Q2 REDUCED — — — 8,355 -265 -3.1% 0.21% $308K 2024-07-30 $36.88
2024 Q1 REDUCED — — — 8,620 -100 -1.1% 0.22% $312K 2024-05-06 $36.45
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding XJUN

As of 2026 Q2 — sorted by position size

Sequent Planning LLC 1.04% WEALTHGARDEN F.S. LLC 0.69% Legacy Edge Advisors, LLC 0.67% LM Advisors LLC 0.47% Pitti Group Wealth Management, LLC 3Y 0.39% Benson Wealth Management INC 0.29% 1776 Wealth LLC 3Y 0.27% QTR Family Wealth, LLC 0.26% PFS Partners, LLC 0.18% Diligent Investors, LLC 3Y 7Y 0.14%

FAQ About Millington Financial Advisors, LLC and XJUN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Millington Financial Advisors, LLC reported owning XJUN?

Millington Financial Advisors, LLC reported XJUN across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported XJUN position in Millington Financial Advisors, LLC's portfolio?

The largest reported portfolio weight for XJUN was 0.35% in 2024 Q3.

What is the latest reported XJUN position on this page?

The most recent filing on this page is 2026 Q2, when Millington Financial Advisors, LLC reported 7,968 shares, equal to 0.14% of portfolio, with an estimated market value of $354K.

What does the chart on this XJUN ownership page compare?

The chart compares Millington Financial Advisors, LLC's quarterly XJUN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Millington Financial Advisors, LLC time their XJUN position?

Based on 13F filing dates vs. subsequent XJUN price moves, Millington Financial Advisors, LLC correctly timed 4 out of 13 reported position changes (31%). The annualised alpha on XJUN relative to SPY over the holding period was +31.2%.

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