Modern Wealth Management, LLC First Tr ETF Transaction History

Modern Wealth Management, LLC

$5.05 Trillion
Q3 2025

A detailed history of Modern Wealth Management, LLC transactions in First Tr ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 425,599 shares of QJUN stock, worth $13.3 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

425,599

Holding current value

$13.3 Million

% of portfolio

0.26%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 12, 2025	BUY	$29.51 - $31.11 $12.6 Million - $13.2 Million	425,599 New	425,599 $13.2 Billion

Others Institutions Holding QJUN

# of Institutions

117

Shares Held

9.58M

Call Options Held

Put Options Held

Ferguson Shapiro LLC

3.05M
Shares

$95.2 Million
47.71% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

405K
Shares

$12.6 Million
0.02% of portfolio
Truist Financial Corp

395K
Shares

$12.3 Million
0.02% of portfolio
Commonwealth Equity Services, LLC

374K
Shares

$11.7 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

325K
Shares

$10.1 Million
0.0% 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 Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modern Wealth Management, LLC with notifications on news.

Account

Modern Wealth Management, LLC First Tr ETF Transaction History