13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded Fund
FMB

FIRST TR EXCH TRADED FD III

320 institutions still hold FIRST TR EXCH TRADED FD III as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33739N108·Exchange Traded Fund·320 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$1.0B
visible holders
Holders
320
filers reporting
Concentration
16.90%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

320 institutions reported FMB in Q1 2026. MORGAN STANLEY leads at 16.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$169M3.3M0.01%Q1 202602
WELLS FARGO & COMPANY/MN
CIK 0000072971
$123M2.4M0.02%Q1 202603
LPL Financial LLC
CIK 0001403438
$118M2.3M0.03%Q1 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$104M2.0M0.01%Q1 202605
UBS Group AG
CIK 0001610520
$96M1.9M0.01%Q1 202606
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$62M1.2M0.02%Q1 202607
Avantax Planning Partners, Inc.
CIK 0001005441
$43M843K1.17%Q1 202608
OSAIC HOLDINGS, INC.
CIK 0001677044
$40M786K0.06%Q1 202609
OneDigital Investment Advisors LLC
CIK 0001690370
$38M744K0.37%Q1 202610
Janney Montgomery Scott LLC
CIK 0001329948
$24M468K0.06%Q1 202611
TRUIST FINANCIAL CORP
CIK 0000092230
$22M430K0.03%Q1 202612
NewEdge Advisors, LLC
CIK 0001633516
$22M429K0.08%Q1 202613
Cetera Investment Advisers
CIK 0001666741
$21M418K0.02%Q1 202614
ROYAL BANK OF CANADA
CIK 0001000275
$21M416K0.00%Q1 202615
RMR Wealth Builders
CIK 0001803848
$18M352K1.12%Q2 202616
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$18M348K0.02%Q1 202617
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$16M324K0.00%Q1 202618
Rockefeller Capital Management L.P.
CIK 0001739439
$16M318K0.03%Q1 202619
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$15M300K0.04%Q1 202620
STIFEL FINANCIAL CORP
CIK 0000720672
$15M298K0.01%Q1 2026
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