13F Insight
DOSSIER · 13F Holders · Q2 2026
HSMV

FIRST TR EXCH TRADED FD III

20 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 33741Y100·20 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$43M
visible holders
Holders
20
filers reporting
Concentration
25.47%
ENVESTNET ASSET MANAGEMENT INC #1
top holder share
AI Holders Summary · Q2 2026

20 institutions reported HSMV in Q2 2026. ENVESTNET ASSET MANAGEMENT INC leads at 25.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$11M286K0.00%Q2 202602
Cetera Investment Advisers
CIK 0001666741
$7M189K0.01%Q2 202603
LPL Financial LLC
CIK 0001403438
$7M178K0.00%Q2 202604
Bank of New York Mellon Corp
CIK 0001390777
$6M153K0.00%Q2 202605
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$6M153K0.01%Q1 202606
Orion Portfolio Solutions, LLC
CIK 0001802647
$2M66K0.01%Q1 202507
Tower Research Capital LLC (TRC)
CIK 0001533421
$2M43K0.04%Q2 202608
Orion Porfolio Solutions, LLC
CIK 0001360533
$1M27K0.01%Q2 202609
PRINCIPAL SECURITIES, INC.
CIK 0000012600
$632K17K0.01%Q2 202610
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$356K10K0.00%Q2 202511
CERTIOR FINANCIAL GROUP, LLC
CIK 0002055620
$289K8K0.16%Q2 202612
OSAIC HOLDINGS, INC.
CIK 0001677044
$160K4K0.00%Q2 202613
Silver Grove Financial Group, Inc.
CIK 0002111172
$16K4170.01%Q2 202614
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
CIK 0001818604
$11K2860.00%Q2 202615
UBS Group AG
CIK 0001610520
$11K2780.00%Q2 202616
Truvestments Capital LLC
CIK 0001750405
$9K2270.00%Q2 202617
US BANCORP \DE\
CIK 0000036104
$5K1230.00%Q2 202618
Horizon Investments, LLC
CIK 0001560717
$2K640.00%Q2 202619
Russell Investments Group, Ltd.
CIK 0001692234
$3610.00%Q2 202620
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025