Stock ownership · SEC 13F · Q2 2025

FIRST TR EXCH TRADED FD III

Who owns FIRST TR EXCH TRADED FD III (CUSIP 33739P608)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.

$593K
Reported value
2
Institutions
100%
Top-5 share

The verdict

As of Q2 2025, 2 institutions report $593K in FIRST TR EXCH TRADED FD III positions, ownership that is dominated by its top few institutional owners.

2
institutions hold it
$593K
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q2 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 33739P608 · Q2 2025 $1M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-LIGHT · BOOK-MID

  • VALUE-TRACE $0.6M
  • HOLDERS-FOCUS 2 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-LIGHT 2 new
  • BOOK-MID 4Q history

Read with: Ownership concentration guide - FIRST TR EXCH TRADED FD III's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Institutional ownership over time

The number of institutions reporting a FIRST TR EXCH TRADED FD III position has risen from 1 to 2 over the last 4 quarters of 13F filings.

0.511.522.5 Q1'24Q2'24Q4'24Q2'25 2
Distinct 13F filers holding FIRST TR EXCH TRADED FD III, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Orion Porfolio Solutions, LLC 7,672 $559K 94.3%
2 EVOLUTION WEALTH MANAGEMENT INC. 464 $34K 5.7%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among FIRST TR EXCH TRADED FD III's reported holders for Q2 2025, by reported value:

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q2 2025

New positions (2)

Orion Porfolio Solutions, LLC $559K
EVOLUTION WEALTH MANAGEMENT INC. $34K

Frequently Asked Questions

How many institutions hold FIRST TR EXCH TRADED FD III?▼
FIRST TR EXCH TRADED FD III is held by 2 institutional investors per the latest SEC Form 13F filings as of Q2 2025.
What is the total institutional value of FIRST TR EXCH TRADED FD III?▼
Institutions report $593K of FIRST TR EXCH TRADED FD III as of Q2 2025.
How concentrated is ownership of FIRST TR EXCH TRADED FD III?▼
The top five institutional holders account for 100% of the reported institutional value in FIRST TR EXCH TRADED FD III, making ownership dominated by its top few institutional owners.
Who is the largest institutional holder of FIRST TR EXCH TRADED FD III?▼
Orion Porfolio Solutions, LLC is the largest reported holder of FIRST TR EXCH TRADED FD III with $559K across 7,672 shares as of Q2 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q2 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.