GJUL — FIRST TR EXCHNG TRADED FD VI

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

This page tracks every 13F SEC filing in which Schulz Wealth, LTD. reported a position in FIRST TR EXCHNG TRADED FD VI (GJUL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.71% (2025 Q3)
Avg. % of fund
2.39%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 101,095 — 0% 2.68% $4.2M $41.33
2025 Q3 ADDED 101,095 +8,848 +9.6% 2.71% $4.1M $40.56
2025 Q2 REDUCED 92,247 -3,552 -3.7% 2.67% $3.6M $38.69
2025 Q1 UNCHANGED 95,799 — 0% 2.63% $3.4M $35.95
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    GJUL price (monthly, adj. close)

Other funds also holding GJUL

As of 2025 Q4 — sorted by position size

NEW WAVE WEALTH ADVISORS LLC 5.7% DAGCO, INC. 3Y 7Y 1.71% Ferguson Shapiro LLC 3Y 0.42% Integrity Financial Corp /WA 3Y 0.39% Tanglewood Legacy Advisors, LLC 3Y 0.28% Sunbelt Securities, Inc. 3Y 7Y 0.27% Diligent Investors, LLC 3Y 7Y 0.27% Alpha Financial Partners, LLC 3Y 0.25% E&G Advisors, LP 3Y 7Y 0.25% CITY HOLDING CO 3Y 7Y 0.24%
← Back to Schulz Wealth, LTD. Holdings