13F Insight
DOSSIER · 13F Holders · Q2 2026
FSMB

FIRST TR EXCH TRADED FD III

147 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 33739P830·147 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$385M
visible holders
Holders
147
filers reporting
Concentration
27.27%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

147 institutions reported FSMB in Q2 2026. MORGAN STANLEY leads at 27.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$105M5.2M0.01%Q2 202602
LPL Financial LLC
CIK 0001403438
$50M2.5M0.01%Q2 202603
RMR Wealth Builders
CIK 0001803848
$23M1.2M1.43%Q2 202604
HighTower Advisors, LLC
CIK 0001462245
$18M896K0.02%Q2 202605
Corient Private Wealth LLC
CIK 0001948780
$17M857K0.02%Q2 202606
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$15M731K0.02%Q2 202607
UBS Group AG
CIK 0001610520
$14M713K0.00%Q2 202608
Waverly Advisors, LLC
CIK 0001568787
$14M702K0.08%Q2 202609
PFS Partners, LLC
CIK 0002002654
$13M675K5.46%Q2 202610
TruWealth Advisors, LLC
CIK 0001834985
$13M669K0.64%Q1 202611
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$13M658K0.00%Q2 202612
VAQUERO PRIVATE WEALTH, LTD
CIK 0002052555
$12M602K2.48%Q2 202613
Cetera Investment Advisers
CIK 0001666741
$12M594K0.01%Q2 202614
Rockefeller Capital Management L.P.
CIK 0001739439
$10M523K0.02%Q2 202615
XML Financial, LLC
CIK 0001800465
$10M519K0.76%Q2 202616
NewEdge Advisors, LLC
CIK 0001633516
$10M511K0.03%Q2 202617
OSAIC HOLDINGS, INC.
CIK 0001677044
$9M447K0.01%Q2 202618
EnRich Financial Partners LLC
CIK 0001955091
$9M440K2.09%Q2 202619
WELLS FARGO & COMPANY/MN
CIK 0000072971
$8M419K0.00%Q2 202620
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$8M389K0.00%Q2 2026
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