Stock ownership · SEC 13F · Q3 2025

FIRST TR EXCHANGE-TRADED ALP

A breakdown of FIRST TR EXCHANGE-TRADED ALP's institutional base (CUSIP 33735K108): the holders, the concentration among them, and what changed last quarter.

$1.3M
Reported value
5
Institutions
100%
Top-5 share

The verdict

According to SEC Form 13F-HR filings in this corpus, FIRST TR EXCHANGE-TRADED ALP ranks #724 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 5 institutions report $1.3M as of Q3 2025, with ownership held overwhelmingly by a small core of institutions.

5
institutions hold it
$1.3M
reported 13F value
100%
held by top 5
#724
of 775 by value

Based on long positions reported to the SEC as of Q3 2025; 13F omits shorts, options and non-US holdings.

According to SEC Form 13F-HR filings in this corpus, FIRST TR EXCHANGE-TRADED ALP ranks #724 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.

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

SEC Form 13F-HR ownership desk

CUSIP 33735K108 · Q3 2025 $1M reported

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

  • VALUE-LIGHT #724/775
  • HOLDERS-FOCUS 5 filers
  • CONC-DOM 100% top-5
  • PHOTO-FINISH SOFI TECHNOLOGIES
  • ACTIVITY-MID 4 new
  • BOOK-MID 6Q history

Photo-finish peer on reported value: SOFI TECHNOLOGIES INC

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

Reported-value neighbourhood · FIRST TR EXCHANGE-TRADED ALP

Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.

VODAFONE GROUP NEW F · near$1MSOFI TECHNOLOGIES · near$1MFIRST TR EXCHANGE-TR… · this…$1MVIATRIS · near$1MSTATE STREET SPDR DO… · near$1M
Aggregate reported institutional value ($)
Largest institutional holders of FIRST TR EXCHANGE-TRADED ALP
  1. 1
    JPMORGAN CHASE & CO $822K
  2. 2
    TCFG WEALTH MANAGEMENT, LLC $317K
  3. 3
    Asset Dedication, LLC $174K
  4. 4
    KERR FINANCIAL PLANNING Corp $16K
  5. 5
    CENTAURUS FINANCIAL, INC. $157

Top 5 reported holders by value · Q3 2025

Institutional ownership over time

The number of institutions reporting a FIRST TR EXCHANGE-TRADED ALP position has risen from 1 to 5 over the last 6 quarters of 13F filings.

0123456 Q1'24Q3'24Q4'24Q1'25Q2'25Q3'25 5
Distinct 13F filers holding FIRST TR EXCHANGE-TRADED ALP, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) 5,116 $822K 61.9%
2 TCFG WEALTH MANAGEMENT, LLC 1,971 $317K 23.8%
3 Asset Dedication, LLC 1,083 $174K 13.1%
4 KERR FINANCIAL PLANNING Corp 100 $16K 1.2%
5 CENTAURUS FINANCIAL, INC. 975 $157 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-TRADED ALP's reported holders for Q3 2025, by reported value:

Shared-other discretion (OTR)
61.9%
Sole discretion (SOLE)
38.1%

Latest Quarter Activity · Q3 2025

New positions (4)

JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) $822K
TCFG WEALTH MANAGEMENT, LLC $317K
Asset Dedication, LLC $174K
KERR FINANCIAL PLANNING Corp $16K

Frequently Asked Questions

How many institutions hold FIRST TR EXCHANGE-TRADED ALP?▼
FIRST TR EXCHANGE-TRADED ALP is held by 5 institutional investors per the latest SEC Form 13F filings as of Q3 2025.
Where does FIRST TR EXCHANGE-TRADED ALP sit among tracked securities?▼
According to SEC Form 13F-HR filings in this corpus, FIRST TR EXCHANGE-TRADED ALP ranks #724 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. The ordinal is recomputed live among securities with ≥5 reporting holders. See /methodology/#corpus-placement.
What is the total institutional value of FIRST TR EXCHANGE-TRADED ALP?▼
Institutions report $1.3M of FIRST TR EXCHANGE-TRADED ALP as of Q3 2025.
How concentrated is ownership of FIRST TR EXCHANGE-TRADED ALP?▼
The top five institutional holders account for 100% of the reported institutional value in FIRST TR EXCHANGE-TRADED ALP, making ownership held overwhelmingly by a small core of institutions.
Who is the largest institutional holder of FIRST TR EXCHANGE-TRADED ALP?▼
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) is the largest reported holder of FIRST TR EXCHANGE-TRADED ALP with $822K across 5,116 shares as of Q3 2025.

Nationwide stocks with similar institutional value or holder count

Two 13F-derived peer sets for FIRST TR EXCHANGE-TRADED ALP: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.

Similar reported value

Nearest stocks by aggregate 13F reported value ($1.3M here).

SOFI TECHNOLOGIES INC $1.3M VIATRIS INC $1.3M VODAFONE GROUP PLC NEW F $1.4M STATE STREET SPDR DOW JONES REIT ETF $1.3M

Similar holder count

Nearest stocks by number of disclosing 13F holders (5 here).

ABRDN PHYSICAL PREC MTL BSKT SHS ETF 5 AES CORP 5 AGNC INVT CORP 5 AIR LEASE CORP 5

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.