DOSSIER · 13F Holders · Q4 2025

FIRST TR EXCH TRADED FD III

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

CUSIP 33739E112·17 13F holders·last filed Dec 31, 2025
Market cap
13F value held
$21M
visible holders
Holders
17
filers reporting
Concentration
41.14%
COMERICA BANK #1
top holder share
AI Holders Summary · Q4 2025

17 institutions reported FIRST TR EXCH TRADED FD III in Q4 2025. COMERICA BANK leads at 41.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
COMERICA BANK
CIK 0000901541
$9M477K0.03%Q4 2025
02
Juno Financial Group LLC
CIK 0002106874
$6M305K2.23%Q4 2025
03
Asset Allocation Strategies LLC
CIK 0001922879
$4M202K0.64%Q1 2026
04
SYNOVUS FINANCIAL CORP
CIK 0000018349
$2M82K0.02%Q3 2025
05
CENTAURUS FINANCIAL, INC.
CIK 0000891943
$360K20K0.02%Q4 2025
06
Diversified Enterprises, LLC
CIK 0002037264
$293K16K0.02%Q4 2025
07
Orion Portfolio Solutions, LLC
CIK 0001802647
$262K15K0.00%Q1 2025
08
ASSETMARK, INC
CIK 0001344551
$247K14K0.00%Q4 2025
09
Oak Harvest Investment Services
CIK 0001839430
$198K11K0.02%Q2 2026
10
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$189K10K0.00%Q4 2025
11
GPS Wealth Strategies Group, LLC
CIK 0001731837
$97K5K0.08%Q4 2025
12
ORG Partners LLC
CIK 0001979372
$48K3K0.01%Q4 2025
13
TRUST CO OF VERMONT
CIK 0001134008
$35K2K0.00%Q4 2025
14
CIBC Private Wealth Group LLC
CIK 0001298088
$21K1K0.00%Q4 2025
15
SageView Advisory Group, LLC
CIK 0001914558
$11K5900.00%Q4 2025
16
TUCKER ASSET MANAGEMENT LLC
CIK 0001870012
$10K5730.00%Q4 2025
17
AllSquare Wealth Management LLC
CIK 0001633674
$9K4920.00%Q3 2025