Stock ownership · SEC 13F · Q3 2025

FIRST TR EXCHNG TRADED FD VI

Who owns FIRST TR EXCHNG TRADED FD VI (CUSIP 33740F680)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.

$329K
Reported value
2
Institutions
100%
Top-5 share

The verdict

As of Q3 2025, 2 institutions report $329K in FIRST TR EXCHNG TRADED FD VI positions, ownership that is dominated by its top few institutional owners.

2
institutions hold it
$329K
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 33740F680 · Q3 2025 $0M reported

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

  • VALUE-TRACE $0.3M
  • HOLDERS-FOCUS 2 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-LIGHT 1 new
  • BOOK-MID 5Q history

Read with: Ownership concentration guide - FIRST TR EXCHNG TRADED FD VI'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 EXCHNG TRADED FD VI position has risen from 1 to 2 over the last 5 quarters of 13F filings.

0.511.522.533.5 Q1'24Q4'24Q1'25Q2'25Q3'25 2
Distinct 13F filers holding FIRST TR EXCHNG TRADED FD VI, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 TCFG WEALTH MANAGEMENT, LLC 7,435 $329K 99.9%
2 CENTAURUS FINANCIAL, INC. 4,441 $196 0.1%

Investment Discretion

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

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q3 2025

New positions (1)

TCFG WEALTH MANAGEMENT, LLC $329K

Complete exits (1)

EVOLUTION WEALTH MANAGEMENT INC. exited

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 Q3 2025.
What is the total institutional value of FIRST TR EXCHNG TRADED FD VI?▼
Institutions report $329K of FIRST TR EXCHNG TRADED FD VI as of Q3 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 dominated by its top few institutional owners.
Who is the largest institutional holder of FIRST TR EXCHNG TRADED FD VI?▼
TCFG WEALTH MANAGEMENT, LLC is the largest reported holder of FIRST TR EXCHNG TRADED FD VI with $329K across 7,435 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.