Back to EP Wealth Advisors, LLC EP Wealth Advisors, LLC

QCQCJL
3 quarters

Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in FIRST TR EXCHNG TRADED FD VI

EP Wealth Advisors, LLC holds 9,185 shares of QCJL (FIRST TR EXCHNG TRADED FD VI), worth $214,929 as of 2026-Q1. The position was decreased (-3.3% shares). QCJL represents 0.0% of EP Wealth Advisors, LLC's portfolio.

Current Value

$214,929

Current Shares

9,185

Total Value Change

-$34,944

Total Shares Change

-1,990

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
9,185
-3.3%
$214,9290.0%$23.70
0
2025-Q4
Decreased
9,500
-15.0%
$225,4220.0%$23.78
0
2025-Q2
New
11,175
-
$249,8730.0%$22.32
32

Other major holders of QCJL: RAYMOND JAMES FINANCIAL INC, TRUIST FINANCIAL CORP

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used