MONEY CONCEPTS CAPITAL CORP DJUN — FIRST TR EXCHNG TRADED FD VI

Ownership history in MONEY CONCEPTS CAPITAL CORP  ·  4 quarters on record

AI Ownership Summary

MONEY CONCEPTS CAPITAL CORP reported FIRST TR EXCHNG TRADED FD VI (DJUN) in 4 quarterly 13F filings from 2026 Q2 through 2026 Q3. Peak portfolio weight reached 0.16% in 2026 Q3. The latest visible filing shows DJUN at 0.16% 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 DJUN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MONEY CONCEPTS CAPITAL CORP'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 Q3

DJUN was reported at 0.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.16% in 2026 Q3

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

Time in book
Holding Window
2026 Q2 to 2026 Q3

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.

DJUN stock page MONEY CONCEPTS CAPITAL CORP fund profile MONEY CONCEPTS CAPITAL CORP full holdings
How MONEY CONCEPTS CAPITAL CORP held DJUN — position size vs. price
% of Fund (quarterly)    DJUN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 69,334 +65,273 +1607.3% 0.16% $3.5M 2026-11-06 $49.17
2026 Q2 REDUCED 36.6% +1.7% ❌ 4,061 -2,343 -36.6% 0.01% $200K 2026-08-04 $50.10
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DJUN

As of 2026 Q3 — sorted by position size

Spectrum Asset Management, Inc. (NB/CA) 3Y 7Y 1.3% Mission Financial Group, LLC 0.5% Grantvest Financial Group LLC 0.43% REAP Financial Group, LLC 0.42% Santori & Peters, Inc. 3Y 7Y 0.41% EVOLUTION WEALTH MANAGEMENT INC. 0.27% Ignite Planners, LLC 3Y 0.25% Chris Bulman Inc 0.24% FOUNDERS FINANCIAL SECURITIES LLC 3Y 7Y 0.21% Maltin Wealth Management, Inc. 3Y 0.17%

FAQ About MONEY CONCEPTS CAPITAL CORP and DJUN

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

How long has MONEY CONCEPTS CAPITAL CORP reported owning DJUN?

MONEY CONCEPTS CAPITAL CORP reported DJUN across 2 quarterly 13F filings, from 2026 Q2 through 2026 Q3.

What was the largest reported DJUN position in MONEY CONCEPTS CAPITAL CORP's portfolio?

The largest reported portfolio weight for DJUN was 0.16% in 2026 Q3.

What is the latest reported DJUN position on this page?

The most recent filing on this page is 2026 Q3, when MONEY CONCEPTS CAPITAL CORP reported 69,334 shares, equal to 0.16% of portfolio, with an estimated market value of $3.5M.

What does the chart on this DJUN ownership page compare?

The chart compares MONEY CONCEPTS CAPITAL CORP's quarterly DJUN 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 MONEY CONCEPTS CAPITAL CORP time their DJUN position?

Based on 13F filing dates vs. subsequent DJUN price moves, MONEY CONCEPTS CAPITAL CORP correctly timed 2 out of 3 reported position changes (67%).

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