DOSSIER · 13F Holders · Q1 2026
MARB

FIRST TR EXCH TRADED FD III

37 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 33740J203·37 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$14M
visible holders
Holders
37
filers reporting
Concentration
20.55%
Cambridge Investment Research Advisors, Inc. #1
top holder share
AI Holders Summary · Q1 2026

37 institutions reported MARB in Q1 2026. Cambridge Investment Research Advisors, Inc. leads at 20.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$3M142K0.01%Q1 2026
02
LPL Financial LLC
CIK 0001403438
$3M127K0.00%Q2 2026
03
FAS Wealth Partners, Inc.
CIK 0001596957
$2M75K0.08%Q2 2026
04
Frederick Financial Consultants, LLC
CIK 0002055328
$1M59K0.51%Q2 2026
05
Clear Harbor Asset Management, LLC
CIK 0001511857
$852K41K0.05%Q2 2026
06
AE Wealth Management LLC
CIK 0001697723
$832K40K0.00%Q2 2026
07
Stratos Wealth Advisors, LLC
CIK 0001707202
$803K39K0.04%Q2 2026
08
Owen LaRue, LLC
CIK 0001965328
$683K33K0.24%Q2 2026
09
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$388K19K0.00%Q1 2026
10
WORLD EQUITY GROUP, INC.
CIK 0000878770
$338K16K0.08%Q2 2026
11
WEDBUSH SECURITIES INC
CIK 0001142495
$335K16K0.01%Q1 2026
12
ASSETMARK, INC
CIK 0001344551
$334K16K0.00%Q2 2026
13
Vivaldi Capital Management LP
CIK 0001682021
$285K14K0.04%Q1 2026
14
Cetera Investment Advisers
CIK 0001666741
$213K10K0.00%Q2 2026
15
ROYAL BANK OF CANADA
CIK 0001000275
$211K10K0.00%Q2 2026
16
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$211K10K0.00%Q2 2026
17
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$204K10K0.00%Q2 2025
18
OSAIC HOLDINGS, INC.
CIK 0001677044
$135K7K0.00%Q2 2026
19
Cassaday & Co Wealth Management LLC
CIK 0001963612
$78K4K0.00%Q2 2026
20
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$62K3K0.00%Q2 2026
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