DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
FSMB

FIRST TR EXCH TRADED FD III

146 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 33739P830·146 13F holders·last filed Mar 31, 2026
Market cap
2.5%
vs prior quarter
13F value held
$346M
66.0% inst. owned
of float
Holders
146
+54 QoQ
filers reporting
Activity
+8 / −28
+845 added · −788 reduced
this quarter
Concentration
29.70%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

146 institutions reported FSMB in Q1 2026. MORGAN STANLEY leads at 29.7% of the visible book. +54 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
$103M5.1M0.01%Q1 2026
02
LPL Financial LLC
CIK 0001403438
$45M2.3M0.01%Q1 2026
03
RMR Wealth Builders
CIK 0001803848
$22M1.1M1.69%Q1 2026
04
Corient Private Wealth LLC
CIK 0001948780
$21M1.1M0.03%Q1 2026
05
HighTower Advisors, LLC
CIK 0001462245
$19M949K0.02%Q1 2026
06
PFS Partners, LLC
CIK 0002002654
$14M685K6.27%Q1 2026
07
UBS Group AG
CIK 0001610520
$14M678K0.00%Q1 2026
08
TruWealth Advisors, LLC
CIK 0001834985
$13M669K0.64%Q1 2026
09
Cetera Investment Advisers
CIK 0001666741
$11M552K0.01%Q1 2026
10
NewEdge Advisors, LLC
CIK 0001633516
$11M531K0.04%Q1 2026
11
Rockefeller Capital Management L.P.
CIK 0001739439
$10M510K0.02%Q1 2026
12
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$9M461K0.00%Q1 2026
13
EnRich Financial Partners LLC
CIK 0001955091
$8M416K2.20%Q1 2026
14
WELLS FARGO & COMPANY/MN
CIK 0000072971
$8M414K0.00%Q1 2026
15
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$8M378K0.00%Q1 2026
16
Francis Financial, Inc.
CIK 0001727514
$7M357K1.32%Q1 2026
17
ROYAL BANK OF CANADA
CIK 0001000275
$6M323K0.00%Q1 2026
18
Per Stirling Capital Management, LLC.
CIK 0001689933
$6M298K0.66%Q1 2026
19
Nilsine Partners, LLC
CIK 0001913043
$6M282K0.44%Q1 2026
20
Orion Portfolio Solutions, LLC
CIK 0001802647
$6M284K0.03%Q1 2025
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