Schulz Wealth, LTD. FJUL — FIRST TR EXCHNG TRADED FD VI

Ownership history in Schulz Wealth, LTD.  ·  9 quarters on record

AI Ownership Summary

Schulz Wealth, LTD. reported FIRST TR EXCHNG TRADED FD VI (FJUL) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.76% in 2023 Q4. The latest visible filing shows FJUL at 1.21% 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 Schulz Wealth, LTD.'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

FJUL was reported at 1.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.76% in 2023 Q4

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 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.

FJUL stock page Schulz Wealth, LTD. fund profile Schulz Wealth, LTD. full holdings
How Schulz Wealth, LTD. 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 Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 11.7% -2.1% ✅ 33,708 -4,462 -11.7% 1.21% $1.9M 2026-02-14 (Est.) $56.00
2025 Q3 REDUCED — — — 38,170 -722 -1.9% 1.38% $2.1M 2025-10-17 $54.62
2025 Q2 REDUCED — — — 38,892 -1,576 -3.9% 1.50% $2.0M 2025-07-07 $51.94
2025 Q1 UNCHANGED — — — 40,468 — 0% 1.47% $1.9M 2025-04-29 $47.32
2024 Q4 REDUCED — — — 40,468 -695 -1.7% 1.52% $2.0M 2025-02-05 $49.99
2024 Q3 ADDED — — — 41,163 +80 +0.2% 1.53% $2.0M 2024-10-25 $48.30
2024 Q2 REDUCED — — — 41,083 -1,250 -3.0% 1.60% $1.9M 2024-07-25 $45.81
2024 Q1 REDUCED — — — 42,333 -1,895 -4.3% 1.61% $1.9M 2024-04-10 $44.11
2023 Q4 INITIATED — — — 44,228 — — 1.76% $1.8M 2024-02-12 $43.17

🏢 Other funds also holding FJUL

As of 2026 Q1 — sorted by position size

SMART Wealth LLC 1.59% Aurora Private Wealth, Inc. 3Y 1.31% FWG Investments, LLC. 0.89% Onyx Bridge Wealth Group LLC 3Y 0.64% MBL Wealth, LLC 3Y 0.38% Accel Wealth Management 3Y 0.27% Tanglewood Legacy Advisors, LLC 3Y 0.26% ARBOR CAPITAL MANAGEMENT INC /ADV 3Y 0.26% Griffith & Werner, Inc. 0.25% TFB Advisors LLC 3Y 0.22%

FAQ About Schulz Wealth, LTD. and FJUL

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

How long has Schulz Wealth, LTD. reported owning FJUL?

Schulz Wealth, LTD. reported FJUL across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported FJUL position in Schulz Wealth, LTD.'s portfolio?

The largest reported portfolio weight for FJUL was 1.76% in 2023 Q4.

What is the latest reported FJUL position on this page?

The most recent filing on this page is 2025 Q4, when Schulz Wealth, LTD. reported 33,708 shares, equal to 1.21% of portfolio, with an estimated market value of $1.9M.

What does the chart on this FJUL ownership page compare?

The chart compares Schulz Wealth, LTD.'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.

How well did Schulz Wealth, LTD. time their FJUL position?

Based on 13F filing dates vs. subsequent FJUL price moves, Schulz Wealth, LTD. correctly timed 3 out of 7 reported position changes (43%). The annualised alpha on FJUL relative to SPY over the holding period was -3.5%.

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