DOSSIER · 13F Holders · Q4 2025

FIRST TR EXCHANGE-TRADED FD

11 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 33733E108·11 13F holders·last filed Dec 31, 2025
Market cap
—
13F value held
$54M
visible holders
Holders
11
filers reporting
Concentration
61.98%
Pollock Investment Advisors, LLC #1
top holder share
AI Holders Summary · Q4 2025

11 institutions reported FIRST TR EXCHANGE-TRADED FD in Q4 2025. Pollock Investment Advisors, LLC leads at 62.0% 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 2025
02
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$11M121K0.01%Q4 2025
03
COMERICA BANK
CIK 0000901541
$3M34K0.01%Q4 2025
04
SYNOVUS FINANCIAL CORP
CIK 0000018349
$3M27K0.03%Q3 2025
05
Moloney Securities Asset Management, LLC
CIK 0001697934
$2M24K0.27%Q3 2025
06
GPS Wealth Strategies Group, LLC
CIK 0001731837
$571K6K0.49%Q4 2025
07
Asset Allocation Strategies LLC
CIK 0001922879
$380K4K0.06%Q2 2026
08
ORG Partners LLC
CIK 0001979372
$342K4K0.06%Q4 2025
09
CIBC Private Wealth Group LLC
CIK 0001298088
$83K8960.00%Q4 2025
10
Stephens Consulting, LLC
CIK 0001961632
$72K7780.02%Q4 2025
11
Quaker Wealth Management, LLC
CIK 0001733472
$40K4270.01%Q2 2026