Stock ownership · SEC 13F · Q3 2025

FIRST TR EXCHANGE TRAD FD VI

A breakdown of FIRST TR EXCHANGE TRAD FD VI's institutional base (CUSIP 33739H101): the holders, the concentration among them, and what changed last quarter.

$11.4M
Reported value
4
Institutions
100%
Top-5 share

The verdict

$11.4M of FIRST TR EXCHANGE TRAD FD VI is reported by 4 institutions as of Q3 2025; ownership is held overwhelmingly by a small core of institutions.

4
institutions hold it
$11.4M
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q3 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 33739H101 · Q3 2025 $11M reported

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

  • VALUE-TRACE $11.4M
  • HOLDERS-FOCUS 4 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-MID 3 new
  • BOOK-MID 5Q history

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

Largest institutional holders of FIRST TR EXCHANGE TRAD FD VI
  1. 1
    Petix & Botte Co $10.8M
  2. 2
    OARSMAN CAPITAL, INC. $533K
  3. 3
    JPMORGAN CHASE & CO $28K
  4. 4
    CENTAURUS FINANCIAL, INC. $293

Top 4 reported holders by value · Q3 2025

Institutional ownership over time

The number of institutions reporting a FIRST TR EXCHANGE TRAD FD VI position has risen from 1 to 4 over the last 5 quarters of 13F filings.

012345 Q1'24Q4'24Q1'25Q2'25Q3'25 4
Distinct 13F filers holding FIRST TR EXCHANGE TRAD FD VI, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Petix & Botte Co 418,042 $10.8M 95.1%
2 OARSMAN CAPITAL, INC. 20,575 $533K 4.7%
3 JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) 1,066 $28K 0.2%
4 CENTAURUS FINANCIAL, INC. 11,328 $293 0.0%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among FIRST TR EXCHANGE TRAD FD VI's reported holders for Q3 2025, by reported value:

Sole discretion (SOLE)
99.8%
Shared-other discretion (OTR)
0.2%

Latest Quarter Activity · Q3 2025

New positions (3)

Petix & Botte Co $10.8M
OARSMAN CAPITAL, INC. $533K
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) $28K

Complete exits (3)

Orion Porfolio Solutions, LLC exited
Barnes Wealth Management Group, Inc exited
TOTAL INVESTMENT MANAGEMENT INC exited

Frequently Asked Questions

How many institutions hold FIRST TR EXCHANGE TRAD FD VI?▼
FIRST TR EXCHANGE TRAD FD VI is held by 4 institutional investors per the latest SEC Form 13F filings as of Q3 2025.
What is the total institutional value of FIRST TR EXCHANGE TRAD FD VI?▼
Institutions report $11.4M of FIRST TR EXCHANGE TRAD FD VI as of Q3 2025.
How concentrated is ownership of FIRST TR EXCHANGE TRAD FD VI?▼
The top five institutional holders account for 100% of the reported institutional value in FIRST TR EXCHANGE TRAD FD VI, making ownership held overwhelmingly by a small core of institutions.
Who is the largest institutional holder of FIRST TR EXCHANGE TRAD FD VI?▼
Petix & Botte Co is the largest reported holder of FIRST TR EXCHANGE TRAD FD VI with $10.8M across 418,042 shares as of Q3 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q3 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.