13F Insight
DOSSIER · 13F Holders · Q1 2026
FUMB

FIRST TR EXCH TRADED FD III

92 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 33740J104·92 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$111M
visible holders
Holders
92
filers reporting
Concentration
11.92%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

92 institutions reported FUMB in Q1 2026. MORGAN STANLEY leads at 11.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$13M661K0.00%Q1 202602
LPL Financial LLC
CIK 0001403438
$13M652K0.00%Q2 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$13M649K0.00%Q1 202604
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$13M646K0.02%Q2 202605
ROYAL BANK OF CANADA
CIK 0001000275
$7M346K0.00%Q1 202606
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$6M277K0.00%Q1 202607
JPMORGAN CHASE & CO
CIK 0000019617
$6M275K0.00%Q1 202608
NewEdge Advisors, LLC
CIK 0001633516
$5M274K0.02%Q1 202609
VAQUERO PRIVATE WEALTH, LTD
CIK 0002052555
$5M238K0.98%Q2 202610
UBS Group AG
CIK 0001610520
$4M212K0.00%Q1 202611
OSAIC HOLDINGS, INC.
CIK 0001677044
$4M182K0.01%Q1 202612
J.W. COLE ADVISORS, INC.
CIK 0001404763
$3M159K0.05%Q2 202613
KESTRA PRIVATE WEALTH SERVICES, LLC
CIK 0001649451
$3M158K0.03%Q2 202614
Kestra Advisory Services, LLC
CIK 0001830819
$3M141K0.01%Q2 202615
Rockefeller Capital Management L.P.
CIK 0001739439
$3M130K0.00%Q1 202616
Baird Financial Group, Inc.
CIK 0001648711
$2M124K0.00%Q1 202617
Thomas J. Herzfeld Advisors, Inc.
CIK 0001509510
$2M110K0.75%Q1 202618
Gateway Wealth Partners, LLC
CIK 0001966037
$2M109K0.13%Q2 202619
Insight Inv LLC
CIK 0001909322
$2M108K1.03%Q2 202620
TRUIST FINANCIAL CORP
CIK 0000092230
$2M95K0.00%Q2 2026
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