GJUL β€” FIRST TR EXCHNG TRADED FD VI

Ownership history in STEPHENS INC /AR/  Β·  9 quarters on record

AI Ownership Summary

STEPHENS INC /AR/ reported FIRST TR EXCHNG TRADED FD VI (GJUL) in 9 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 0.05% in 2023 Q4. The latest visible filing shows GJUL at 0.00% 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 GJUL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was STEPHENS INC /AR/'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 Q3

GJUL was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% 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 Q3 to 2025 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 STEPHENS INC /AR/ held GJUL β€” position size vs. price
% of Fund (quarterly)    GJUL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 6,105 -8,200 -57.3% 0.00% $248K 2025-10-27 $40.94
2025 Q2 REDUCED 14,305 -67,475 -82.5% 0.01% $553K 2025-07-29 $39.49
2025 Q1 REDUCED 81,780 -7,900 -8.8% 0.04% $2.9M 2025-05-01 $35.99
2024 Q4 REDUCED 89,680 -2,000 -2.2% 0.05% $3.3M 2025-01-28 $37.30
2024 Q3 ADDED 91,680 +3,900 +4.4% 0.05% $3.3M 2024-10-28 $36.30
2024 Q2 REDUCED 87,780 -400 -0.5% 0.05% $3.1M 2024-08-06 $34.05
2024 Q1 REDUCED 88,180 -661 -0.7% 0.05% $3.0M 2024-05-15 $34.32
2023 Q4 ADDED 88,841 +46,211 +108.4% 0.05% $2.9M 2024-02-13 $32.83
2023 Q3 INITIATED 42,630 β€” β€” 0.02% $1.3M 2023-11-14 $30.89

FAQ About STEPHENS INC /AR/ and GJUL

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

How long has STEPHENS INC /AR/ reported owning GJUL?

STEPHENS INC /AR/ reported GJUL across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported GJUL position in STEPHENS INC /AR/'s portfolio?

The largest reported portfolio weight for GJUL was 0.05% in 2023 Q4.

What is the latest reported GJUL position on this page?

The most recent filing on this page is 2025 Q3, when STEPHENS INC /AR/ reported 6,105 shares, equal to 0.00% of portfolio, with an estimated market value of $248K.

What does the chart on this GJUL ownership page compare?

The chart compares STEPHENS INC /AR/'s quarterly GJUL 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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