Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / COM
-
Total 13F shares
-
1,084,760
-
Share change
-
+124,385
-
Total reported value
-
$29,675,797
-
Price per share
-
$27.31
-
Number of holders
-
26
-
Value change
-
+$3,395,073
-
Number of buys
-
8
-
Number of sells
-
13
Institutional Holders of FIRST TR EXCHANGE-TRADED FD - COM (FRI) as of Q4 2025
As of 31 Dec 2025,
FIRST TR EXCHANGE-TRADED FD - COM (FRI) was held by
26 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,084,760 shares.
The largest 10 holders included
TCP Asset Management, LLC, UBS Group AG, TrueWealth Financial Partners, True Blue Financial, LLC, AE Wealth Management LLC, BENJAMIN EDWARDS INC, Chicago Partners Investment Group LLC, COTTONWOOD CAPITAL ADVISORS, LLC, HighTower Advisors, LLC, and Jaffetilchin Investment Partners, LLC.
This page lists
26
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| 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.