Stock ownership · SEC 13F · Q4 2025

FIRST TR EXCHANGE TRADED FD

Who owns FIRST TR EXCHANGE TRADED FD (CUSIP 33734X143)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.

$42K
Reported value
2
Institutions
100%
Top-5 share

The verdict

As of Q4 2025, 2 institutions report $42K in FIRST TR EXCHANGE TRADED FD positions, ownership that is dominated by its top few institutional owners.

2
institutions hold it
$42K
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q4 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 33734X143 · Q4 2025 $0M reported

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

  • VALUE-TRACE $0.0M
  • HOLDERS-FOCUS 2 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-LIGHT 1 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 1 to 2 over the last 6 quarters of 13F filings.

0246810 Q1'24Q3'24Q4'24Q1'25Q3'25Q4'25 2
Distinct 13F filers holding FIRST TR EXCHANGE TRADED FD, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Anchor Investment Management, LLC 320 $36K 86.3%
2 TD Capital Management LLC 51 $6K 13.7%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among FIRST TR EXCHANGE TRADED FD's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q4 2025

New positions (1)

Anchor Investment Management, LLC $36K

Complete exits (3)

JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) exited
CIBC Private Wealth Group LLC exited
Asset Dedication, LLC exited

Frequently Asked Questions

How many institutions hold FIRST TR EXCHANGE TRADED FD?▼
FIRST TR EXCHANGE TRADED FD is held by 2 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
What is the total institutional value of FIRST TR EXCHANGE TRADED FD?▼
Institutions report $42K of FIRST TR EXCHANGE TRADED FD as of Q4 2025.
How concentrated is ownership of FIRST TR EXCHANGE TRADED FD?▼
The top five institutional holders account for 100% of the reported institutional value in FIRST TR EXCHANGE TRADED FD, making ownership dominated by its top few institutional owners.
Who is the largest institutional holder of FIRST TR EXCHANGE TRADED FD?▼
Anchor Investment Management, LLC is the largest reported holder of FIRST TR EXCHANGE TRADED FD with $36K across 320 shares as of Q4 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 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.