FJUL — 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 (FJUL). 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
1.76% (2023 Q4)
Avg. % of fund
1.51%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 33,708 -4,462 -11.7% 1.21% $1.9M $55.92
2025 Q3 REDUCED 38,170 -722 -1.9% 1.38% $2.1M $54.73
2025 Q2 REDUCED 38,892 -1,576 -3.9% 1.50% $2.0M $51.74
2025 Q1 UNCHANGED 40,468 — 0% 1.47% $1.9M $47.63
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    FJUL price (monthly, adj. close)

Other funds also holding FJUL

As of 2025 Q4 — sorted by position size

Motiv8 Investments LLC 3.53% SMART Wealth LLC 1.77% Aurora Private Wealth, Inc. 3Y 1.39% FWG Investments, LLC. 0.98% BECK CAPITAL MANAGEMENT, LLC 3Y 7Y 0.78% Integrity Financial Corp /WA 3Y 0.77% Semus Wealth Partners LLC 3Y 0.7% Onyx Bridge Wealth Group LLC 3Y 0.68% AIFG Consultants Ltd. 0.58% 1776 Wealth LLC 3Y 0.56%
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