13F Insight
DOSSIER · 13F Holders · Q1 2026
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
—
13F value held
$358M
visible holders
Holders
146
filers reporting
Concentration
28.67%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

146 institutions reported FSMB in Q1 2026. MORGAN STANLEY leads at 28.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$103M5.1M0.01%Q1 202602
LPL Financial LLC
CIK 0001403438
$45M2.3M0.01%Q1 202603
RMR Wealth Builders
CIK 0001803848
$23M1.2M1.43%Q2 202604
Corient Private Wealth LLC
CIK 0001948780
$21M1.1M0.03%Q1 202605
HighTower Advisors, LLC
CIK 0001462245
$19M949K0.02%Q1 202606
UBS Group AG
CIK 0001610520
$14M678K0.00%Q1 202607
PFS Partners, LLC
CIK 0002002654
$13M675K5.46%Q2 202608
TruWealth Advisors, LLC
CIK 0001834985
$13M669K0.64%Q1 202609
VAQUERO PRIVATE WEALTH, LTD
CIK 0002052555
$12M602K2.48%Q2 202610
Cetera Investment Advisers
CIK 0001666741
$11M552K0.01%Q1 202611
NewEdge Advisors, LLC
CIK 0001633516
$11M531K0.04%Q1 202612
XML Financial, LLC
CIK 0001800465
$10M519K0.76%Q2 202613
Rockefeller Capital Management L.P.
CIK 0001739439
$10M510K0.02%Q1 202614
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$9M461K0.00%Q1 202615
EnRich Financial Partners LLC
CIK 0001955091
$8M416K2.20%Q1 202616
WELLS FARGO & COMPANY/MN
CIK 0000072971
$8M414K0.00%Q1 202617
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$8M378K0.00%Q1 202618
Francis Financial, Inc.
CIK 0001727514
$7M357K1.32%Q1 202619
ROYAL BANK OF CANADA
CIK 0001000275
$6M323K0.00%Q1 202620
Per Stirling Capital Management, LLC.
CIK 0001689933
$6M298K0.66%Q1 2026
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