Q2 2025 13F Holders as of 6/30/2025
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Type / Class
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Equity / COM
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Number of holders
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61
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Total 13F shares, excl. options
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4.38M
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Shares change
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+11.9K
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Total reported value, excl. options
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$121M
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Value change
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+$248K
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Number of buys
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22
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Number of sells
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-39
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Price
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$27.05
Significant Holders of FIRST TR EXCHANGE-TRADED FD - COM (FRI) as of Q2 2025
72 filings reported holding FRI - FIRST TR EXCHANGE-TRADED FD - COM as of Q2 2025.
FIRST TR EXCHANGE-TRADED FD - COM (FRI) has 61 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4.38M shares
.
Largest 10 shareholders include LPL Financial LLC (950K shares), MORGAN STANLEY (754K shares), Aft, Forsyth & Sober, LLC (489K shares), Cetera Investment Advisers (483K shares), TCP Asset Management, LLC (320K shares), Cambridge Investment Research Advisors, Inc. (200K shares), OSAIC HOLDINGS, INC. (145K shares), UBS Group AG (125K shares), WELLS FARGO & COMPANY/MN (113K shares), and RAYMOND JAMES FINANCIAL INC (110K shares).
This table shows the top 61 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.