FJUL FIRST TR EXCHNG TRADED FD VI

Ownership history in Prospera Financial Services Inc  ·  9 quarters on record

AI Ownership Summary

Prospera Financial Services Inc reported FIRST TR EXCHNG TRADED FD VI (FJUL) in 9 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2024 Q3. The latest visible filing shows FJUL at 0.01% 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 FJUL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Prospera Financial Services Inc'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 Q1

FJUL was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% 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
2023 Q4 to 2026 Q1

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 Prospera Financial Services Inc held FJUL — position size vs. price
% of Fund (quarterly)    FJUL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 8,831 +1,027 +13.2% 0.01% $483K 2026-04-14 $57.13
2025 Q4 REDUCED 7,804 -824 -9.6% 0.01% $436K 2026-02-09 $56.53
2025 Q3 ADDED 8,628 +1,848 +27.3% 0.01% $472K 2025-11-06 $54.83
2025 Q2 REDUCED 6,780 -557 -7.6% 0.01% $351K 2025-08-06 $52.95
2025 Q1 ADDED 7,337 +77 +1.1% 0.01% $349K 2025-05-15 $49.60
2024 Q4 REDUCED 7,260 -1,746 -19.4% 0.01% $355K 2025-02-13 $50.30
2024 Q3 ADDED 9,006 +4,056 +81.9% 0.01% $433K 2024-11-07 $49.15
2024 Q2 REDUCED 4,950 -10 -0.2% 0.01% $228K 2024-08-13 $46.13
2023 Q4 INITIATED 4,960 0.01% $206K 2024-02-14 $43.05

FAQ About Prospera Financial Services Inc and FJUL

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

How long has Prospera Financial Services Inc reported owning FJUL?

Prospera Financial Services Inc reported FJUL across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported FJUL position in Prospera Financial Services Inc's portfolio?

The largest reported portfolio weight for FJUL was 0.01% in 2024 Q3.

What is the latest reported FJUL position on this page?

The most recent filing on this page is 2026 Q1, when Prospera Financial Services Inc reported 8,831 shares, equal to 0.01% of portfolio, with an estimated market value of $483K.

What does the chart on this FJUL ownership page compare?

The chart compares Prospera Financial Services Inc's quarterly FJUL 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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