Stock ownership · SEC 13F · Q3 2025
FIRST TR EXCHANGE-TRADED FD
Institutional ownership of FIRST TR EXCHANGE-TRADED FD (CUSIP 337345102) - who holds it, how concentrated it is, and what moved last quarter.
- $2.6M
- Reported value
- 4
- Institutions
- 100%
- Top-5 share
The verdict
4 institutions report $2.6M of FIRST TR EXCHANGE-TRADED FD positions as of Q3 2025, with ownership heavily concentrated in a handful of holders.
- 4
- institutions hold it
- $2.6M
- 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 337345102 · Q3 2025 $3M reported
VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-MID · BOOK-MID
- VALUE-TRACE $2.6M
- HOLDERS-FOCUS 4 filers
- CONC-DOM 100% top-5
- PHOTO-UNK No peer
- ACTIVITY-MID 3 new
- BOOK-MID 6Q history
Read with: Ownership concentration guide - FIRST TR EXCHANGE-TRADED FD'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 EXCHANGE-TRADED FD position has risen from 3 to 4 over the last 6 quarters of 13F filings.
Top Institutional Holders
| # | Institution | Shares | Value | Share of reported |
|---|---|---|---|---|
| 1 | CIBC Private Wealth Group LLC | 6,629 | $1.5M | 58.0% |
| 2 | Asset Dedication, LLC | 4,296 | $986K | 37.6% |
| 3 | JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) | 512 | $118K | 4.5% |
| 4 | CENTAURUS FINANCIAL, INC. | 480 | $110 | 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 FD's reported holders for Q3 2025, by reported value:
Latest Quarter Activity · Q3 2025
New positions (3)
Complete exits (2)
Frequently Asked Questions
How many institutions hold FIRST TR EXCHANGE-TRADED FD?▼
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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.