Stock ownership · SEC 13F · Q2 2025

FIRST TR EXCHNG TRADED FD VI

Institutional ownership of FIRST TR EXCHNG TRADED FD VI (CUSIP 33740F631) - who holds it, how concentrated it is, and what moved last quarter.

$980K
Reported value
2
Institutions
100%
Top-5 share

The verdict

2 institutions report $980K of FIRST TR EXCHNG TRADED FD VI positions as of Q2 2025, with ownership heavily concentrated in a handful of holders.

2
institutions hold it
$980K
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 to read this page

This page summarizes how large institutional investment managers report holding this security in their quarterly SEC Form 13F-HR filings. A 13F filing is a mandatory disclosure that any manager with at least $100 million in qualifying US-listed equity assets must submit to the Securities and Exchange Commission within 45 days of the end of each calendar quarter. The figures here therefore describe long equity positions as of a specific reporting quarter, not live market quotes, and not a manager's complete book. 13F disclosures deliberately exclude short positions, cash, most derivatives, non-US listings, and small holdings, so the institutional ownership shown is a floor rather than a full picture. "Holders" counts the distinct managers reporting a position; "reported value" sums the market value those managers disclosed; and "top-5 concentration" measures how much of that reported value sits with the five largest holders. Use these numbers to understand institutional interest and how it shifts quarter over quarter, never as a recommendation to buy or sell. Every figure is rendered directly from the underlying filings and can be verified against the original documents on SEC EDGAR. This page is provided for informational purposes only and is not financial advice, consult a licensed financial advisor before making investment decisions.

Reported value

$980K

Institutional 13F value

Institutions

2

Reporting holders

Top-5 concentration

100%

Held by 5 largest

New buyers

2

Opened Q2 2025

Concentrated ownership

Top-5 holder concentration

0%100%100%
Top-5 holder concentration
Share of reported value held by the 5 largest institutions · Q2 2025

Institutional ownership over time

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

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

Top Institutional Holders

# Institution Shares Value Share of reported
1 EVOLUTION WEALTH MANAGEMENT INC. 15,070 $608K 62.0%
2 Orion Porfolio Solutions, LLC 9,235 $373K 38.0%

Latest Quarter Activity · Q2 2025

Complete exits (1)

What the data says about FIRST TR EXCHNG TRADED FD VI

A few large holders dominate this stock’s institutional float.

  • See how FIRST TR EXCHNG TRADED FD VI's holder count and reported value have shifted quarter over quarter. Biggest movers
  • Check where this stock ranks among the most widely held names before treating one position as a signal. Most-held stocks
  • Review the gaps in 13F reporting before drawing conclusions from it. 13F limitations

Informational only, not investment advice. 13F is a 45-day-lagged snapshot of long US-equity positions; holdings may have changed.

Frequently Asked Questions

How many institutions hold FIRST TR EXCHNG TRADED FD VI?
FIRST TR EXCHNG TRADED FD VI 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 EXCHNG TRADED FD VI?
Institutions report $980K of FIRST TR EXCHNG TRADED FD VI as of Q2 2025.
How concentrated is ownership of FIRST TR EXCHNG TRADED FD VI?
The top five institutional holders account for 100% of the reported institutional value in FIRST TR EXCHNG TRADED FD VI, making ownership heavily concentrated in a handful of holders.
Who is the largest institutional holder of FIRST TR EXCHNG TRADED FD VI?
EVOLUTION WEALTH MANAGEMENT INC. is the largest reported holder of FIRST TR EXCHNG TRADED FD VI with $608K across 15,070 shares as of Q2 2025.
Where does this FIRST TR EXCHNG TRADED FD VI data come from?
Every figure is rendered live from SEC Form 13F-HR filings in the EDGAR system. 13F is a mandatory quarterly disclosure of long US-listed equity positions, filed within 45 days of each quarter-end.

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.