First TR Exchng Traded FD Vi
13F holders, Q2 2025 (June 30)34holders
1famous investor
$4.57avg. 13F price*
At the end of Q2 2025, 34 institutions reported holding First TR Exchng Traded FD Vi in their 13F filings. The largest holders were Sit Investment Associates Inc. ($5.9M), LPL Financial LLC ($5.3M) and Morgan Stanley ($2.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- First TR Exchng Traded FD Vi
- CUSIP
- 33740F110
- Latest filing quarter
- Q3 2025
History
Number of 13F holders
Total Exit/New Position Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $4.1M |
| Exits | 0 | $0 |
Ownership 34 holders
| Sit Investment Associates Inc. | 0.13% | Add +23.6% | 1,415,410 | $5.9M |
| LPL Financial LLC | 0.00% | Add +21.8% | 1,265,948 | $5.3M |
| Morgan Stanley | 0.00% | Add +3.9% | 692,770 | $2.9M |
| Asset Allocation Strategies LLC | 0.62% | New | 156,904 | $2.8M |
| Almitas Capital LLC | 0.23% | No change | 213,254 | $894K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.0% | 169,648 | $711K |
| NFSG Corp | 0.10% | New | 147,619 | $619K |
| Compound Planning, Inc. | 0.02% | Add +11.5% | 147,619 | $619K |
| CSS LLC | 0.09% | Reduce -3.9% | 119,149 | $499K |
| Good Life Advisors, LLC | 0.03% | Add +96.4% | 101,220 | $424K |
| Lanark Financial, Inc. | 0.03% | Add +17.8% | 84,905 | $355K |
| Atlas Wealth LLC | 0.15% | New | 74,330 | $311K |
| Wells Fargo & Company | 0.00% | Reduce -9.2% | 72,596 | $304K |
| Uhlmann Price Securities, LLC | 0.20% | Add +2.4% | 66,448 | $278K |
| SYM FINANCIAL Corp | 0.03% | Add +2.3% | 60,547 | $254K |
| Yakira Capital Management, Inc. | 0.05% | New | 34,603 | $145K |
| Jane Street Group, LLC | 0.00% | New | 24,991 | $105K |
| Cwm, LLC | 0.00% | No change | 21,765 | $91K |
| Goldman Sachs Group Inc. | 0.00% | New | 21,158 | $89K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | No change | 19,957 | $84K |
| Mendel Capital Management LLC | 0.05% | No change | 19,940 | $84K |
| Cetera Investment Advisers | 0.00% | Add +23.8% | 15,340 | $64K |
| Osaic Holdings, Inc. | 0.00% | Reduce -72.7% | 12,975 | $54K |
| KPP Advisory Services LLC | 0.01% | No change | 12,500 | $52K |
| Belpointe Asset Management LLC | 0.00% | No change | 10,252 | $43K |
| Citadel Advisors | 0.00% | Reduce -23.0% | 10,238 | $43K |
| Susquehanna International Group, LLP | 0.00% | Reduce -67.2% | 10,191 | $43K |
| Equitable Holdings, Inc. | 0.00% | No change | 10,000 | $42K |
| UBS Group AG | 0.00% | Add +2686.1% | 5,600 | $23K |
| IFP Advisors, Inc | 0.00% | New | 2,918 | $12K |
| US Bancorp \de | 0.00% | No change | 2,900 | $12K |
| Park Square Financial Group, LLC | 0.01% | Reduce -26.8% | 2,339 | $10K |
| Bank of America Corp. | 0.00% | Add +1086.0% | 593 | $2K |
| Raymond James Financial Inc. | 0.00% | Reduce -11.5% | 51,195 | $0 |
"% of holder's portfolio" is FIRST TR EXCHNG TRADED FD VI's weight in each manager's 13F, not the share of First TR Exchng Traded FD Vi the manager owns.