Ep Wealth Advisors, LLC First Tr ETF Transaction History

Ep Wealth Advisors, LLC

$14.6 Billion
Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in First Tr ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 8,085 shares of QJUN stock, worth $251,524. This represents 0.0% of its overall portfolio holdings.

Number of Shares

8,085

Holding current value

$251,524

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 14, 2025	BUY	$24.35 - $29.57 $196,869 - $239,073	8,085 New	8,085 $239,000

Others Institutions Holding QJUN

# of Institutions

116

Shares Held

9.04M

Call Options Held

Put Options Held

Ferguson Shapiro LLC

3.06M
Shares

$95.1 Million
46.61% of portfolio
Truist Financial Corp

406K
Shares

$12.6 Million
0.02% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

393K
Shares

$12.2 Million
0.02% of portfolio
Commonwealth Equity Services, LLC

374K
Shares

$11.6 Million
0.02% of portfolio
Cetera Investment Advisers Schaumburg, IL

319K
Shares

$9.91 Million
0.02% of portfolio

View Full List

About FIRST TR ETF

Ticker QJUN

More about QJUN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.

Account