13F Insight
DOSSIER · 13F Holders · Q2 2026
FEMB

FIRST TR EXCH TRADED FD III

105 institutions still hold FIRST TR EXCH TRADED FD III as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33739P202·105 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$199M
visible holders
Holders
105
filers reporting
Concentration
26.05%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

105 institutions reported FEMB in Q2 2026. MORGAN STANLEY leads at 26.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$52M1.8M0.00%Q2 202602
LPL Financial LLC
CIK 0001403438
$34M1.2M0.01%Q2 202603
Concurrent Investment Advisors, LLC
CIK 0002001015
$13M452K0.11%Q2 202604
ROYAL BANK OF CANADA
CIK 0001000275
$12M401K0.00%Q2 202605
WELLS FARGO & COMPANY/MN
CIK 0000072971
$12M395K0.00%Q2 202606
Marshall Financial Group, LLC
CIK 0001841496
$11M379K1.61%Q2 202607
OSAIC HOLDINGS, INC.
CIK 0001677044
$10M340K0.01%Q2 202608
FIRST TRUST ADVISORS LP
CIK 0001125816· Index
$10M334K0.01%Q2 202609
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$7M240K0.00%Q2 202610
Seascape Capital Management
CIK 0001418342
$7M236K1.95%Q1 202611
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$6M218K0.00%Q1 202612
&PARTNERS
CIK 0000107136
$4M153K0.02%Q2 202613
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$4M125K0.00%Q2 202614
Euro Pacific Asset Management, LLC
CIK 0001796651
$3M114K0.33%Q1 202615
Cetera Investment Advisers
CIK 0001666741
$3M111K0.00%Q2 202616
Janney Montgomery Scott LLC
CIK 0001329948
$3M88K0.01%Q1 202617
Endowment Wealth Management, Inc.
CIK 0001904477
$2M81K0.92%Q2 202618
IAMS WEALTH MANAGEMENT, LLC
CIK 0001998182
$2M78K0.69%Q2 202619
NewEdge Advisors, LLC
CIK 0001633516
$2M75K0.01%Q2 202620
EWG Elevate Inc.
CIK 0001765278
$2M67K0.61%Q3 2025
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