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

FIRST TR EXCH TRADED FD III

316 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·316 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 0.3%
vs prior quarter
13F value held
$988M
69.0% inst. owned
of float
Holders
316
+86 QoQ
filers reporting
Activity
+88 / −53
+916 added · −853 reduced
this quarter
Concentration
17.13%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

316 institutions reported FMB in Q1 2026. MORGAN STANLEY leads at 17.1% of the visible book. +86 net new institutions vs prior quarter — accumulation reading.

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
TRUIST FINANCIAL CORP
CIK 0000092230
$22M430K0.03%Q1 202611
NewEdge Advisors, LLC
CIK 0001633516
$22M429K0.08%Q1 202612
Cetera Investment Advisers
CIK 0001666741
$21M418K0.02%Q1 202613
ROYAL BANK OF CANADA
CIK 0001000275
$21M416K0.00%Q1 202614
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$18M348K0.02%Q1 202615
RMR Wealth Builders
CIK 0001803848
$17M333K1.33%Q1 202616
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$16M324K0.00%Q1 202617
Rockefeller Capital Management L.P.
CIK 0001739439
$16M318K0.03%Q1 202618
STIFEL FINANCIAL CORP
CIK 0000720672
$15M298K0.01%Q1 202619
TRUE BLUE FINANCIAL, LLC
CIK 0002010212
$14M269K10.76%Q1 202620
Miracle Mile Advisors, LLC
CIK 0001585859
$13M254K0.18%Q1 2026
Page 1 of 16
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