Stock ownership · SEC 13F · Q3 2025

FIRST TRUST CONSUMER DISCRET

Name: FIRST TRUST CONSUMER DISCRET - Institutional Ownership (SEC 13F)
Creator: U.S. Securities and Exchange Commission
Published: 2025-09-30
License: https://creativecommons.org/publicdomain/zero/1.0/

Who owns FIRST TRUST CONSUMER DISCRET (CUSIP 33734X101)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.

Compiled by PlainFundData, Institutional Ownership Editorial Process · May 16, 2026

$591K
Reported value: 1
Institutions: 100%
Top-5 share

The verdict

As of Q3 2025, 1 institutions report $591K in FIRST TRUST CONSUMER DISCRET positions, ownership that is dominated by its top few institutional owners.

1
institutions hold it: $591K
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 33734X101 · Q3 2025 $1M reported

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

VALUE-TRACE $0.6M
HOLDERS-FOCUS 1 filers
CONC-DOM 100% top-5
PHOTO-UNK No peer
ACTIVITY-LIGHT 1 new
BOOK-MID 5Q history

Read with: Ownership concentration guide - FIRST TRUST CONSUMER DISCRET'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 TRUST CONSUMER DISCRET position has fallen from 2 to 1 over the last 5 quarters of 13F filings.

Distinct 13F filers holding FIRST TRUST CONSUMER DISCRET, by quarter

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)	8,661	$591K	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 CONSUMER DISCRET'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) $591K

Frequently Asked Questions

How many institutions hold FIRST TRUST CONSUMER DISCRET?▼

FIRST TRUST CONSUMER DISCRET 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 CONSUMER DISCRET?▼

Institutions report $591K of FIRST TRUST CONSUMER DISCRET as of Q3 2025.

How concentrated is ownership of FIRST TRUST CONSUMER DISCRET?▼

The top five institutional holders account for 100% of the reported institutional value in FIRST TRUST CONSUMER DISCRET, making ownership dominated by its top few institutional owners.

Who is the largest institutional holder of FIRST TRUST CONSUMER DISCRET?▼

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 CONSUMER DISCRET with $591K across 8,661 shares as of Q3 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q3 2025 Accessed 2026-09-21 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.