DOSSIER · 13F Holders · Q2 2026
FUMB

FIRST TR EXCH TRADED FD III

90 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 33740J104·90 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$125M
visible holders
Holders
90
filers reporting
Concentration
12.53%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

90 institutions reported FUMB in Q2 2026. MORGAN STANLEY leads at 12.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$16M778K0.00%Q2 2026
02
WELLS FARGO & COMPANY/MN
CIK 0000072971
$13M670K0.00%Q2 2026
03
LPL Financial LLC
CIK 0001403438
$13M652K0.00%Q2 2026
04
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$13M646K0.02%Q2 2026
05
GSG Advisors LLC
CIK 0001995773
$10M518K2.29%Q2 2026
06
ROYAL BANK OF CANADA
CIK 0001000275
$7M348K0.00%Q2 2026
07
OSAIC HOLDINGS, INC.
CIK 0001677044
$7M344K0.01%Q2 2026
08
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$7M338K0.00%Q2 2026
09
NewEdge Advisors, LLC
CIK 0001633516
$5M257K0.02%Q2 2026
10
VAQUERO PRIVATE WEALTH, LTD
CIK 0002052555
$5M238K0.98%Q2 2026
11
UBS Group AG
CIK 0001610520
$5M229K0.00%Q2 2026
12
JPMORGAN CHASE & CO
CIK 0000019617
$3M171K0.00%Q2 2026
13
J.W. COLE ADVISORS, INC.
CIK 0001404763
$3M159K0.05%Q2 2026
14
KESTRA PRIVATE WEALTH SERVICES, LLC
CIK 0001649451
$3M158K0.03%Q2 2026
15
Kestra Advisory Services, LLC
CIK 0001830819
$3M141K0.01%Q2 2026
16
Rockefeller Capital Management L.P.
CIK 0001739439
$3M125K0.00%Q2 2026
17
Baird Financial Group, Inc.
CIK 0001648711
$2M124K0.00%Q2 2026
18
Gateway Wealth Partners, LLC
CIK 0001966037
$2M109K0.13%Q2 2026
19
Insight Inv LLC
CIK 0001909322
$2M108K1.03%Q2 2026
20
TRUIST FINANCIAL CORP
CIK 0000092230
$2M95K0.00%Q2 2026
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