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EP Wealth Advisors, LLC
EP Wealth Advisors, LLC
YJUN4 quarters
Position history for EP Wealth Advisors, LLC's holdings in FIRST TR EXCHNG TRADED FD VI
Yes. EP Wealth Advisors holds 18,704 shares of YJUN, worth $501,267, as of its Q2 2026 13F filing. It reduced the position by 1,350 shares (-6.7%) from Q1 2026. EP Wealth Advisors has held YJUN since Q2 2025, across 4 quarterly 13F filings.
Current Value
$501,267
Current Shares
18,704
Total Value Change
-$355,288
Total Shares Change
-16,286
Quarter-by-Quarter History
Other major holders of YJUN: RAYMOND JAMES FINANCIAL INC, COMMONWEALTH EQUITY SERVICES, LLC