Who Owns SFEB?
FIRST TR EXCHNG TRADED FD VI — Institutional Ownership & 13F Holdings
$25.14
-0.03 (-0.11%)
Market Cap
—
Shares Outstanding
—
Institutional Holders
36
Total Inst. Value
$24.9M
% of Float Held
—
QoQ Holder Change
+18
Institutional data as of Q1 2025
New Positions
6
Closed Positions
9
Increased
14
Decreased
8
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | RAYMOND JAMES FINANCIAL INC | $5.9M | 289,038 |
| 2 | HARBOUR INVESTMENTS, INC. | $3.2M | 154,644 |
| 3 | IFP Advisors, Inc | $2.9M | 144,467 |
| 4 | OSAIC HOLDINGS, INC. | $2.3M | 114,778 |
| 5 | Diligent Investors, LLC | $1.7M | 82,969 |
| 6 | TRUIST FINANCIAL CORP | $1.6M | 80,802 |
| 7 | Cetera Investment Advisers | $1.0M | 50,794 |
| 8 | CITADEL ADVISORS LLCNew | $758K | 37,181 |
| 9 | Grantvest Financial Group LLC | $591K | 28,979 |
| 10 | Keystone Wealth Services, LLC | $515K | 25,260 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| RAYMOND JAMES FINANCIAL INC | +9K | $5.9M |
| HARBOUR INVESTMENTS, INC. | +25K | $3.2M |
| IFP Advisors, Inc | +1K | $2.9M |
| OSAIC HOLDINGS, INC. | +91K | $2.3M |
| Diligent Investors, LLC | +6K | $1.7M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | -7K | $2K |
| Spire Wealth Management | -5K | $313K |
| Cambridge Investment Research Advisors, Inc. | -1K | $275K |
| TRUIST FINANCIAL CORP | -834 | $1.6M |
| Keystone Wealth Services, LLC | -678 | $515K |
Frequently Asked Questions
How many institutional investors hold SFEB?
As of Q1 2025, 36 institutional investors report holding SFEB (FIRST TR EXCHNG TRADED FD VI) in their 13F filings.
Which hedge fund owns the most SFEB?
The largest institutional holder of SFEB is RAYMOND JAMES FINANCIAL INC with $5.9M in shares.
Are institutions buying or selling SFEB?
This quarter, 6 institutions opened new positions in SFEB and 9 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.