Stock ownership · SEC 13F · Q3 2025

FIRST TRUST ACTIVE FACTOR SM

Who owns FIRST TRUST ACTIVE FACTOR SM (CUSIP 33740F797)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.

$968K
Reported value
1
Institutions
100%
Top-5 share

The verdict

As of Q3 2025, 1 institutions report $968K in FIRST TRUST ACTIVE FACTOR SM positions, ownership that is dominated by its top few institutional owners.

1
institutions hold it
$968K
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 33740F797 · Q3 2025 $1M reported

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

  • VALUE-TRACE $1.0M
  • HOLDERS-FOCUS 1 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-LIGHT 1 new
  • BOOK-SHORT 2Q history

Read with: Ownership concentration guide - FIRST TRUST ACTIVE FACTOR SM's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Top Institutional Holders

# Institution Shares Value Share of reported
1 JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) 29,603 $968K 100.0%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among FIRST TRUST ACTIVE FACTOR SM's reported holders for Q3 2025, by reported value:

Shared-other discretion (OTR)
100.0%

Latest Quarter Activity · Q3 2025

New positions (1)

JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) $968K

Complete exits (1)

TOTAL INVESTMENT MANAGEMENT INC exited

Frequently Asked Questions

How many institutions hold FIRST TRUST ACTIVE FACTOR SM?▼
FIRST TRUST ACTIVE FACTOR SM is held by 1 institutional investors per the latest SEC Form 13F filings as of Q3 2025.
What is the total institutional value of FIRST TRUST ACTIVE FACTOR SM?▼
Institutions report $968K of FIRST TRUST ACTIVE FACTOR SM as of Q3 2025.
How concentrated is ownership of FIRST TRUST ACTIVE FACTOR SM?▼
The top five institutional holders account for 100% of the reported institutional value in FIRST TRUST ACTIVE FACTOR SM, making ownership dominated by its top few institutional owners.
Who is the largest institutional holder of FIRST TRUST ACTIVE FACTOR SM?▼
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) is the largest reported holder of FIRST TRUST ACTIVE FACTOR SM with $968K across 29,603 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.