13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
FTLS

FIRST TR EXCH TRADED FD III

284 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 33739P103·Exchange Traded Fund·284 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$1.5B
visible holders
Holders
284
filers reporting
Concentration
29.70%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

284 institutions reported FTLS in Q2 2026. MORGAN STANLEY leads at 29.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$437M5.9M0.02%Q2 202602
ROYAL BANK OF CANADA
CIK 0001000275
$197M2.7M0.03%Q2 202603
AMERIPRISE FINANCIAL INC
CIK 0000820027
$179M2.4M0.04%Q2 202604
LPL Financial LLC
CIK 0001403438
$175M2.4M0.04%Q2 202605
FIRST TRUST ADVISORS LP
CIK 0001125816· Index
$61M832K0.04%Q2 202606
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$46M622K0.01%Q2 202607
ASSETMARK, INC
CIK 0001344551
$43M586K0.07%Q2 202608
Cetera Investment Advisers
CIK 0001666741
$42M565K0.04%Q2 202609
Merit Financial Group, LLC
CIK 0001621225
$39M528K0.24%Q2 202610
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$35M473K0.01%Q2 202611
CENTRAL TRUST Co
CIK 0000044365
$34M465K0.62%Q2 202612
TRUIST FINANCIAL CORP
CIK 0000092230
$32M439K0.04%Q2 202613
VestGen Advisors, LLC
CIK 0002050130
$25M341K0.73%Q2 202614
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$25M353K0.06%Q1 202615
STIFEL FINANCIAL CORP
CIK 0000720672
$23M308K0.02%Q2 202616
Cornerstone Planning Group LLC
CIK 0001822587
$18M244K2.32%Q2 202617
Hobart Private Capital, LLC
CIK 0001767062
$16M218K2.76%Q2 202618
EdgeRock Capital LLC
CIK 0001908378
$16M211K3.53%Q2 202619
Private Advisor Group, LLC
CIK 0001567755
$14M189K0.06%Q2 202620
Proactive Wealth Strategies LLC
CIK 0002043129
$13M182K2.15%Q2 2026
Page 1 of 15
264 more holders available. Log in →