Quantum Private Wealth, LLC FJUL — FIRST TR EXCHNG TRADED FD VI

Ownership history in Quantum Private Wealth, LLC  ·  8 quarters on record

AI Ownership Summary

Quantum Private Wealth, LLC reported FIRST TR EXCHNG TRADED FD VI (FJUL) in 8 quarterly 13F filings from 2025 Q3 through 2026 Q3. Peak portfolio weight reached 0.07% in 2026 Q1. The latest visible filing shows FJUL at 0.07% 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 FJUL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Quantum Private Wealth, 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 Q3

FJUL was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2026 Q1

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

Time in book
Holding Window
2025 Q3 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.

How Quantum Private Wealth, LLC 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 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 4,400 — 0% 0.07% $269K 2026-10-20 $61.56
2026 Q2 UNCHANGED — — — 4,400 — 0% 0.07% $262K 2026-07-29 $59.19
2026 Q1 UNCHANGED — — — 4,400 — 0% 0.07% $241K 2026-04-27 $57.88
2025 Q4 UNCHANGED — — — 4,400 — 0% 0.07% $246K 2026-02-06 $56.39
2025 Q3 REDUCED 45.0% +2.6% ❌ 4,400 -3,600 -45.0% 0.07% $241K 2025-11-10 $55.29
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Quantum Private Wealth, LLC and FJUL

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

How long has Quantum Private Wealth, LLC reported owning FJUL?

Quantum Private Wealth, LLC reported FJUL across 5 quarterly 13F filings, from 2025 Q3 through 2026 Q3.

What was the largest reported FJUL position in Quantum Private Wealth, LLC's portfolio?

The largest reported portfolio weight for FJUL was 0.07% in 2026 Q1.

What is the latest reported FJUL position on this page?

The most recent filing on this page is 2026 Q3, when Quantum Private Wealth, LLC reported 4,400 shares, equal to 0.07% of portfolio, with an estimated market value of $269K.

What does the chart on this FJUL ownership page compare?

The chart compares Quantum Private Wealth, LLC'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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