13F Insight
DOSSIER · 13F Holders · Q3 2026ETF · Exchange Traded Fund
FMB

FIRST TR EXCH TRADED FD III

332 institutions still hold FIRST TR EXCH TRADED FD III as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33739N108·Exchange Traded Fund·332 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$1.6B
visible holders
Holders
332
filers reporting
Concentration
10.70%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q3 2026

332 institutions reported FMB in Q3 2026. MORGAN STANLEY leads at 10.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$166M3.5M0.01%Q3 202602
LPL Financial LLC
CIK 0001403438
$120M2.5M0.03%Q3 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$109M2.1M0.02%Q2 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$107M2.1M0.01%Q2 202605
UBS Group AG
CIK 0001610520
$86M1.8M0.01%Q3 202606
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$60M1.2M0.02%Q3 202607
Avantax Planning Partners, Inc.
CIK 0001005441
$47M974K1.18%Q3 202608
OneDigital Investment Advisors LLC
CIK 0001690370
$43M896K0.34%Q3 202609
OSAIC HOLDINGS, INC.
CIK 0001677044
$32M667K0.04%Q3 202610
NewEdge Advisors, LLC
CIK 0001633516
$27M560K0.08%Q3 202611
Janney Montgomery Scott LLC
CIK 0001329948
$26M546K0.05%Q3 202612
ROYAL BANK OF CANADA
CIK 0001000275
$23M443K0.00%Q2 202613
TRUIST FINANCIAL CORP
CIK 0000092230
$20M409K0.02%Q3 202614
Cetera Investment Advisers
CIK 0001666741
$18M383K0.02%Q3 202615
RMR Wealth Builders
CIK 0001803848
$18M377K1.05%Q3 202616
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$18M345K0.00%Q2 202617
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$18M369K0.02%Q3 202618
Rockefeller Capital Management L.P.
CIK 0001739439
$16M328K0.02%Q3 202619
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$16M326K0.03%Q3 202620
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$14M294K0.01%Q3 2026
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