DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
FMHI

FIRST TR EXCH TRADED FD III

200 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 33739P301·Exchange Traded Fund·200 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$524M
visible holders
Holders
200
filers reporting
Concentration
13.88%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC #1
top holder share
AI Holders Summary · Q2 2026

200 institutions reported FMHI in Q2 2026. WEALTH ENHANCEMENT ADVISORY SERVICES, LLC leads at 13.9% 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
$73M1.5M0.12%Q2 2026
02
MORGAN STANLEY
CIK 0000895421
$68M1.4M0.00%Q2 2026
03
WELLS FARGO & COMPANY/MN
CIK 0000072971
$57M1.2M0.01%Q2 2026
04
LPL Financial LLC
CIK 0001403438
$56M1.2M0.01%Q2 2026
05
BANK OF AMERICA CORP /DE/
CIK 0000070858
$39M798K0.00%Q2 2026
06
Meeder Advisory Services, Inc.
CIK 0001792167
$28M573K1.02%Q2 2026
07
Cetera Investment Advisers
CIK 0001666741
$19M401K0.02%Q2 2026
08
Vise Technologies, Inc.
CIK 0001812090
$19M398K0.22%Q2 2026
09
UBS Group AG
CIK 0001610520
$18M377K0.00%Q2 2026
10
Financial Partners Group, Inc
CIK 0001731169
$17M355K1.75%Q2 2026
11
CITIGROUP INC
CIK 0000831001
$17M346K0.01%Q2 2026
12
SlateStone Wealth, LLC
CIK 0001764049
$16M346K1.35%Q1 2026
13
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$15M307K0.00%Q2 2026
14
NewEdge Advisors, LLC
CIK 0001633516
$14M297K0.04%Q2 2026
15
Manhattan West Asset Management, LLC
CIK 0001904770
$13M270K2.18%Q2 2026
16
OSAIC HOLDINGS, INC.
CIK 0001677044
$12M251K0.01%Q2 2026
17
JPMORGAN CHASE & CO
CIK 0000019617
$11M224K0.00%Q2 2026
18
Principle Wealth Partners LLC
CIK 0001743413
$11M223K0.53%Q2 2026
19
ROYAL BANK OF CANADA
CIK 0001000275
$10M214K0.00%Q2 2026
20
EnRich Financial Partners LLC
CIK 0001955091
$9M187K2.16%Q2 2026
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