Back to UNITED CAPITAL FINANCIAL ADVISORS, LLC UNITED CAPITAL FINANCIAL ADVISORS, LLC

FJANFJAN
6 quarters

Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLCUNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in FIRST TR EXCHNG TRADED FD VI

Yes. United Capital Financial Advisors holds 18,582 shares of FJAN, worth $1M, as of its Q2 2026 13F filing. It reduced the position by 3,590 shares (-16.2%) from Q1 2026. United Capital Financial Advisors has held FJAN since Q1 2025, across 6 quarterly 13F filings.

Current Value

$1M

Current Shares

18,582

Total Value Change

+$375,399

Total Shares Change

+3,952

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
18,582
-16.2%
$1M0.0%$55.09
0
2026-Q1
Increased
22,172
+59.7%
$1.1M0.0%$51.71
36
2025-Q4
Decreased
13,880
-5.1%
$718,2900.0%$51.85
0
2025-Q3
Unchanged
14,630
0.0%
$733,7660.0%$50.06
0
2025-Q2
Unchanged
14,630
0.0%
$695,6570.0%$47.42
0
2025-Q1
New
14,630
-
$648,8410.0%$44.25
34

Other major holders of FJAN: ENVESTNET ASSET MANAGEMENT INC

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