GJUN β€” FIRST TR EXCHNG TRADED FD VI

Ownership history in NovaPoint Capital, LLC  Β·  7 quarters on record

AI Ownership Summary

NovaPoint Capital, LLC reported FIRST TR EXCHNG TRADED FD VI (GJUN) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 0.59% in 2024 Q3. The latest visible filing shows GJUN at 0.42% 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.

What this GJUN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was NovaPoint Capital, 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
2025 Q4

GJUN was reported at 0.42% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.59% 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 Q2 to 2025 Q4

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.

How NovaPoint Capital, LLC held GJUN β€” position size vs. price
% of Fund (quarterly)    GJUN price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 41,623 -2,828 -6.4% 0.42% $1.6M 2026-02-14 (Est.) $39.73
2025 Q3 UNCHANGED 44,451 β€” 0% 0.42% $1.7M 2025-10-17 $38.83
2025 Q2 UNCHANGED 44,451 β€” 0% 0.51% $1.7M 2025-07-16 $37.69
2025 Q1 UNCHANGED 44,451 β€” 0% 0.48% $1.6M 2025-04-28 $34.91
2024 Q4 REDUCED 44,451 -9,584 -17.7% 0.49% $1.6M 2025-01-27 $36.54
2024 Q3 ADDED 54,035 +4,403 +8.9% 0.59% $1.9M 2024-10-17 $35.65
2024 Q2 INITIATED 49,632 β€” β€” 0.57% $1.7M 2024-07-10 $34.60

FAQ About NovaPoint Capital, LLC and GJUN

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

How long has NovaPoint Capital, LLC reported owning GJUN?

NovaPoint Capital, LLC reported GJUN across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported GJUN position in NovaPoint Capital, LLC's portfolio?

The largest reported portfolio weight for GJUN was 0.59% in 2024 Q3.

What is the latest reported GJUN position on this page?

The most recent filing on this page is 2025 Q4, when NovaPoint Capital, LLC reported 41,623 shares, equal to 0.42% of portfolio, with an estimated market value of $1.6M.

What does the chart on this GJUN ownership page compare?

The chart compares NovaPoint Capital, LLC's quarterly GJUN 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.

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