DOSSIER · 13F Holders · Q2 2026
HUSV

FIRST TR EXCH TRADED FD III

54 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 33739P889·54 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$63M
visible holders
Holders
54
filers reporting
Concentration
26.19%
Bank of New York Mellon Corp #1
top holder share
AI Holders Summary · Q2 2026

54 institutions reported HUSV in Q2 2026. Bank of New York Mellon Corp leads at 26.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Bank of New York Mellon Corp
CIK 0001390777
$16M420K0.00%Q2 2026
02
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$11M278K0.00%Q2 2026
03
Cetera Investment Advisers
CIK 0001666741
$5M136K0.00%Q2 2026
04
Golden State Wealth Management, LLC
CIK 0001776033
$4M111K0.40%Q2 2026
05
LPL Financial LLC
CIK 0001403438
$4M109K0.00%Q2 2026
06
Asset Allocation Strategies LLC
CIK 0001922879
$3M71K0.43%Q2 2026
07
BENJAMIN EDWARDS INC
CIK 0001451623
$3M65K0.02%Q2 2026
08
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$2M57K0.01%Q2 2025
09
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$2M53K0.01%Q1 2026
10
RFG Advisory, LLC
CIK 0001633387
$2M45K0.03%Q2 2026
11
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$2M39K0.00%Q2 2026
12
Orion Portfolio Solutions, LLC
CIK 0001802647
$1M38K0.01%Q1 2025
13
Golden State Equity Partners
CIK 0001845003
$1M36K0.10%Q1 2026
14
GOLDMAN SACHS GROUP INC
CIK 0000886982
$1M29K0.00%Q2 2026
15
CITADEL ADVISORS LLC
CIK 0001423053
$1M27K0.00%Q2 2026
16
LaSalle St. Investment Advisors, LLC
CIK 0001966193
$928K24K0.11%Q2 2026
17
TRUIST FINANCIAL CORP
CIK 0000092230
$875K22K0.00%Q2 2026
18
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$736K19K0.00%Q2 2026
19
CARLSON FINANCIAL, INC.
CIK 0002134889
$573K15K0.29%Q2 2026
20
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$541K14K0.00%Q2 2026
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