DOSSIER · 13F Holders · Q3 2025

FIRST TR HIGH INCOME LONG / COM

7 institutions still hold FIRST TR HIGH INCOME LONG / COM as of Q3 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33767E206·7 13F holders·last filed Sep 30, 2025
Market cap
—
13F value held
$3M
visible holders
Holders
7
filers reporting
Concentration
33.21%
SHELL ASSET MANAGEMENT CO #1
top holder share
AI Holders Summary · Q3 2025

7 institutions reported FIRST TR HIGH INCOME LONG / COM in Q3 2025. SHELL ASSET MANAGEMENT CO leads at 33.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
SHELL ASSET MANAGEMENT CO
CIK 0001211028
$917K5K0.09%Q3 2025
02
Glenmede Investment Management, LP
CIK 0001644465
$821K4K0.00%Q3 2025
03
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$753K5K0.00%Q4 2025
04
CENTAURUS FINANCIAL, INC.
CIK 0000891943
$216K1K0.01%Q4 2025
05
CIBC Private Wealth Group LLC
CIK 0001298088
$37K2350.00%Q4 2025
06
ORG Partners LLC
CIK 0001979372
$18K1150.00%Q4 2025
07
Physician Wealth Advisors, Inc.
CIK 0001795173
$46730.00%Q4 2025