Stock ownership · SEC 13F · Q4 2024

FIRST TR EXCHNG TRADED FD VI

A breakdown of FIRST TR EXCHNG TRADED FD VI's institutional base (CUSIP 33740U810): the holders, the concentration among them, and what changed last quarter.

$3.5M
Reported value
4
Institutions
100%
Top-5 share

The verdict

$3.5M of FIRST TR EXCHNG TRADED FD VI is reported by 4 institutions as of Q4 2024; ownership is held overwhelmingly by a small core of institutions.

4
institutions hold it
$3.5M
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q4 2024; 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 33740U810 · Q4 2024 $3M reported

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

  • VALUE-TRACE $3.5M
  • HOLDERS-FOCUS 4 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-MID 4 new
  • BOOK-SHORT 2Q 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.

Largest institutional holders of FIRST TR EXCHNG TRADED FD VI
  1. 1
    GREAT VALLEY ADVISOR GROUP, INC. $2.3M
  2. 2
    Integrated Advisors Network LLC $488K
  3. 3
    REAP Financial Group, LLC $344K
  4. 4
    Armis Advisers, LLC $344K

Top 4 reported holders by value · Q4 2024

Top Institutional Holders

# Institution Shares Value Share of reported
1 GREAT VALLEY ADVISOR GROUP, INC. 59,210 $2.3M 66.2%
2 Integrated Advisors Network LLC 12,555 $488K 14.0%
3 REAP Financial Group, LLC 8,840 $344K 9.9%
4 Armis Advisers, LLC 8,840 $344K 9.9%

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 Q4 2024, by reported value:

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q4 2024

New positions (4)

GREAT VALLEY ADVISOR GROUP, INC. $2.3M
Integrated Advisors Network LLC $488K
REAP Financial Group, LLC $344K
Armis Advisers, LLC $344K

Frequently Asked Questions

How many institutions hold FIRST TR EXCHNG TRADED FD VI?▼
FIRST TR EXCHNG TRADED FD VI is held by 4 institutional investors per the latest SEC Form 13F filings as of Q4 2024.
What is the total institutional value of FIRST TR EXCHNG TRADED FD VI?▼
Institutions report $3.5M of FIRST TR EXCHNG TRADED FD VI as of Q4 2024.
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 held overwhelmingly by a small core of institutions.
Who is the largest institutional holder of FIRST TR EXCHNG TRADED FD VI?▼
GREAT VALLEY ADVISOR GROUP, INC. is the largest reported holder of FIRST TR EXCHNG TRADED FD VI with $2.3M across 59,210 shares as of Q4 2024.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2024 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.