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

FIRST TR EXCH TRADED FD III

200 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 33739P301·Exchange Traded Fund·200 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$753M
visible holders
Holders
200
filers reporting
Concentration
15.38%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC #1
top holder share
AI Holders Summary · Q3 2026

200 institutions reported FMHI in Q3 2026. WEALTH ENHANCEMENT ADVISORY SERVICES, LLC leads at 15.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$116M2.6M0.17%Q3 202602
MORGAN STANLEY
CIK 0000895421
$67M1.5M0.00%Q3 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$57M1.2M0.01%Q2 202604
LPL Financial LLC
CIK 0001403438
$54M1.2M0.01%Q3 202605
BANK OF AMERICA CORP /DE/
CIK 0000070858
$39M798K0.00%Q2 202606
Meeder Advisory Services, Inc.
CIK 0001792167
$31M684K1.04%Q3 202607
Vise Technologies, Inc.
CIK 0001812090
$24M535K0.20%Q3 202608
Cetera Investment Advisers
CIK 0001666741
$17M375K0.01%Q3 202609
UBS Group AG
CIK 0001610520
$16M357K0.00%Q3 202610
SlateStone Wealth, LLC
CIK 0001764049
$15M344K1.17%Q3 202611
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$15M342K0.00%Q3 202612
Manhattan West Asset Management, LLC
CIK 0001904770
$13M298K2.21%Q3 202613
NewEdge Advisors, LLC
CIK 0001633516
$13M296K0.04%Q3 202614
Financial Partners Group, Inc
CIK 0001731169
$13M282K1.31%Q3 202615
OSAIC HOLDINGS, INC.
CIK 0001677044
$10M233K0.01%Q3 202616
ROYAL BANK OF CANADA
CIK 0001000275
$10M214K0.00%Q2 202617
CITIGROUP INC
CIK 0000831001
$9M210K0.00%Q3 202618
Principle Wealth Partners LLC
CIK 0001743413
$9M209K0.45%Q3 202619
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$9M205K0.02%Q3 202620
EnRich Financial Partners LLC
CIK 0001955091
$8M187K2.02%Q3 2026
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