# FIRST TR EXCHNG TRADED FD VI (EFIX)

> Institutional ownership reported to the SEC as of Q1 2025, from Form 13F filings. Source: https://holderbook.com/stocks/EFIX/

- Reporting holders: 11
- Reported value: $28.6M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Sound Income Strategies, LLC](https://holderbook.com/funds/1730960-sound-income-strategies-llc/) | $24.5M | 1,517,022 | 1.4% | 9 |
| [Hedeker Wealth, LLC](https://holderbook.com/funds/1633910-hedeker-wealth-llc/) | $1.4M | 86,589 | 0.4% | 6 |
| [Virtue Capital Management, LLC](https://holderbook.com/funds/1729985-virtue-capital-management-llc/) | $1.2M | 77,399 | 0.1% | 1 |
| [JANE STREET GROUP, LLC](https://holderbook.com/funds/1595888-jane-street-group-llc/) | $663.9K | 41,031 | 0.0% | 3 |
| [SUSQUEHANNA INTERNATIONAL GROUP, LLP](https://holderbook.com/funds/1446194-susquehanna-international-group-llp/) | $412.7K | 25,507 | 0.0% | 4 |
| [HighTower Advisors, LLC](https://holderbook.com/funds/1462245-hightower-advisors-llc/) | $229.8K | 14,201 | 0.0% | 5 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $54.8K | 3,388 | 0.0% | 1 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $5.8K | 357 | 0.0% | 1 |
| [CIBC Private Wealth Group LLC](https://holderbook.com/funds/1298088-cibc-private-wealth-group-llc/) | $3.4K | 219 | 0.0% | 2 |
| [AE Wealth Management LLC](https://holderbook.com/funds/1697723-ae-wealth-management-llc/) | $1.8K | 109 | 0.0% | 2 |
| [SOA Wealth Advisors, LLC.](https://holderbook.com/funds/1849444-soa-wealth-advisors-llc/) | $825 | 51 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q1 2025 | 11 | $28.6M |
| Q4 2024 | 12 | $37.9M |
| Q3 2024 | 9 | $37.4M |
| Q2 2024 | 8 | $35.2M |
| Q1 2024 | 8 | $36.1M |
| Q4 2023 | 8 | $34.2M |
| Q3 2023 | 6 | $30.4M |
| Q2 2023 | 4 | $30.8M |
| Q1 2023 | 3 | $29.7M |
| Q4 2022 | 3 | $540.3K |
| Q3 2022 | 7 | $6.0M |
| Q2 2022 | 6 | $6.3M |

