DOSSIER · 13F Holders · Q2 2026
HDMV

FIRST TR EXCH TRADED FD III

28 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 33739P871·28 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$13M
visible holders
Holders
28
filers reporting
Concentration
16.20%
Kestra Advisory Services, LLC #1
top holder share
AI Holders Summary · Q2 2026

28 institutions reported HDMV in Q2 2026. Kestra Advisory Services, LLC leads at 16.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Kestra Advisory Services, LLC
CIK 0001830819
$2M58K0.01%Q2 2026
02
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M56K0.00%Q2 2026
03
CITADEL ADVISORS LLC
CIK 0001423053
$1M37K0.00%Q2 2026
04
Golden State Equity Partners
CIK 0001845003
$1M36K0.10%Q1 2026
05
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$1M31K0.00%Q1 2026
06
Orion Portfolio Solutions, LLC
CIK 0001802647
$1M37K0.01%Q1 2025
07
LPL Financial LLC
CIK 0001403438
$1M28K0.00%Q2 2026
08
Golden State Wealth Management, LLC
CIK 0001776033
$790K21K0.07%Q2 2026
09
INDEPENDENT FINANCIAL GROUP, LLC
CIK 0000275484
$535K14K0.01%Q2 2026
10
GOLDMAN SACHS GROUP INC
CIK 0000886982
$448K12K0.00%Q2 2026
11
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$345K9K0.00%Q2 2026
12
Gladstone Institutional Advisory LLC
CIK 0001766530
$313K8K0.01%Q2 2026
13
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$258K7K0.00%Q2 2026
14
United Advisor Group, LLC
CIK 0002004873
$234K6K0.02%Q2 2026
15
FLOW TRADERS U.S. LLC
CIK 0001466697· Market maker
$207K6K0.01%Q1 2026
16
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$17K4470.00%Q2 2026
17
Global Retirement Partners, LLC
CIK 0001749744
$15K4000.00%Q2 2026
18
Arax Advisory Partners
CIK 0001586767
$14K3700.00%Q2 2026
19
AE Wealth Management LLC
CIK 0001697723
$7K1890.00%Q2 2026
20
MORGAN STANLEY
CIK 0000895421
$5K1430.00%Q2 2026
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