Schulz Wealth, LTD. GJAN — 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 (GJAN) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 4.06% in 2025 Q2. The latest visible filing shows GJAN at 3.54% 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 GJAN 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

GJAN was reported at 3.54% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.06% in 2025 Q2

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.

GJAN stock page Schulz Wealth, LTD. fund profile Schulz Wealth, LTD. full holdings
How Schulz Wealth, LTD. held GJAN — position size vs. price
% of Fund (quarterly)    GJAN 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 — — — 129,031 -5,552 -4.1% 3.54% $5.5M 2026-02-14 (Est.) $42.78
2025 Q3 REDUCED — — — 134,583 -1,451 -1.1% 3.71% $5.6M 2025-10-17 $41.65
2025 Q2 ADDED — — — 136,034 +5,130 +3.9% 4.06% $5.4M 2025-07-07 $40.05
2025 Q1 ADDED — — — 130,904 +27,018 +26.0% 3.76% $4.9M 2025-04-29 $37.56
2024 Q4 UNCHANGED — — — 103,886 — 0% 3.08% $4.0M 2025-02-05 $39.08
2024 Q3 REDUCED — — — 103,886 -1,149 -1.1% 3.04% $3.9M 2024-10-25 $38.05
2024 Q2 REDUCED — — — 105,035 -985 -0.9% 3.28% $3.9M 2024-07-25 $36.83
2024 Q1 ADDED — — — 106,020 +81,990 +341.2% 3.25% $3.8M 2024-04-10 $35.68
2023 Q4 INITIATED — — — 24,030 — — 0.79% $829K 2024-02-12 $35.19

🏢 Other funds also holding GJAN

As of 2026 Q1 — sorted by position size

Commonwealth Financial Services, LLC 3Y 7Y 5.75% Range Financial Group LLC 3Y 4.37% REAP Financial Group, LLC 3.61% First International Bank of Israel Ltd. 2.53% Tanglewood Legacy Advisors, LLC 3Y 1.29% CROSSPOINT FINANCIAL, LLC 3Y 1.2% PRIVATE CLIENT SERVICES, LLC 1.17% LM Advisors LLC 0.98% Anfield Capital Management, LLC 3Y 0.79% CORRADO ADVISORS, LLC 3Y 7Y 0.78%

FAQ About Schulz Wealth, LTD. and GJAN

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 GJAN?

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

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

The largest reported portfolio weight for GJAN was 4.06% in 2025 Q2.

What is the latest reported GJAN position on this page?

The most recent filing on this page is 2025 Q4, when Schulz Wealth, LTD. reported 129,031 shares, equal to 3.54% of portfolio, with an estimated market value of $5.5M.

What does the chart on this GJAN ownership page compare?

The chart compares Schulz Wealth, LTD.'s quarterly GJAN 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 GJAN position?

Based on 13F filing dates vs. subsequent GJAN price moves, Schulz Wealth, LTD. correctly timed 4 out of 7 reported position changes (57%). The annualised alpha on GJAN relative to SPY over the holding period was -6.6%.

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