13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
FMB

FIRST TR EXCH TRADED FD III

329 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 33739N108·Exchange Traded Fund·329 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$1.0B
visible holders
Holders
329
filers reporting
Concentration
17.48%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

329 institutions reported FMB in Q2 2026. MORGAN STANLEY leads at 17.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$180M3.5M0.01%Q2 202602
LPL Financial LLC
CIK 0001403438
$124M2.4M0.03%Q2 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
$97M1.9M0.01%Q2 202606
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$65M1.3M0.02%Q2 202607
OSAIC HOLDINGS, INC.
CIK 0001677044
$47M912K0.06%Q2 202608
Avantax Planning Partners, Inc.
CIK 0001005441
$43M837K1.07%Q2 202609
OneDigital Investment Advisors LLC
CIK 0001690370
$40M782K0.34%Q2 202610
NewEdge Advisors, LLC
CIK 0001633516
$26M498K0.08%Q2 202611
Janney Montgomery Scott LLC
CIK 0001329948
$24M468K0.06%Q1 202612
ROYAL BANK OF CANADA
CIK 0001000275
$23M443K0.00%Q2 202613
TRUIST FINANCIAL CORP
CIK 0000092230
$22M429K0.03%Q2 202614
Cetera Investment Advisers
CIK 0001666741
$20M397K0.02%Q2 202615
RMR Wealth Builders
CIK 0001803848
$18M352K1.12%Q2 202616
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$18M350K0.02%Q2 202617
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$18M345K0.00%Q2 202618
Rockefeller Capital Management L.P.
CIK 0001739439
$17M324K0.03%Q2 202619
STIFEL FINANCIAL CORP
CIK 0000720672
$15M299K0.01%Q2 202620
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$15M300K0.04%Q1 2026
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