13F Insight
DOSSIER · 13F Holders · Q4 2025

FIRST TR EXCHANGE-TRADED FD

24 institutions still hold FIRST TR EXCHANGE-TRADED FD as of Q4 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33733E108·24 13F holders·last filed Dec 31, 2025
Market cap
—
13F value held
$66M
visible holders
Holders
24
filers reporting
Concentration
50.64%
Pollock Investment Advisors, LLC #1
top holder share
AI Holders Summary · Q4 2025

24 institutions reported FIRST TR EXCHANGE-TRADED FD in Q4 2025. Pollock Investment Advisors, LLC leads at 50.6% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Pollock Investment Advisors, LLC
CIK 0002049804
$33M362K24.61%Q4 202502
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$11M121K0.01%Q4 202503
ASSETMARK, INC
CIK 0001344551
$7M77K0.01%Q4 202504
COMERICA BANK
CIK 0000901541
$3M34K0.01%Q4 202505
SYNOVUS FINANCIAL CORP
CIK 0000018349
$3M27K0.03%Q3 202506
Moloney Securities Asset Management, LLC
CIK 0001697934
$2M24K0.27%Q3 202507
OXFORD FINANCIAL GROUP, LTD. LLC
CIK 0001245862
$1M13K0.07%Q4 202508
Orion Portfolio Solutions, LLC
CIK 0001802647
$1M5K0.01%Q1 202509
Pinnacle Family Advisors, LLC
CIK 0001679064
$976K11K0.43%Q4 202510
GPS Wealth Strategies Group, LLC
CIK 0001731837
$571K6K0.49%Q4 202511
Spectrum Wealth Advisory Group, LLC
CIK 0001776821
$531K6K0.20%Q4 202512
Main Street Financial Solutions, LLC
CIK 0001763350
$467K5K0.04%Q4 202513
SageView Advisory Group, LLC
CIK 0001914558
$397K4K0.01%Q4 202514
ORG Partners LLC
CIK 0001979372
$342K4K0.06%Q4 202515
FIDELIS CAPITAL PARTNERS, LLC
CIK 0001962755
$240K3K0.02%Q4 202516
Asset Allocation Strategies LLC
CIK 0001922879
$232K2K0.04%Q1 202617
Diversified Enterprises, LLC
CIK 0002037264
$203K2K0.01%Q4 202518
TUCKER ASSET MANAGEMENT LLC
CIK 0001870012
$117K1K0.03%Q4 202519
CIBC Private Wealth Group LLC
CIK 0001298088
$83K8960.00%Q4 202520
Stephens Consulting, LLC
CIK 0001961632
$72K7780.02%Q4 2025
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