DOSSIER · 13F Holders · Q1 2026CyclicalNet sold
RFEM

FIRST TR EXCH TRADED FD III

40 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 33739P707·40 13F holders·last filed Mar 31, 2026
Market cap
7.9%
vs prior quarter
13F value held
$55M
76.0% inst. owned
of float
Holders
40
-89 QoQ
filers reporting
Activity
+23 / −68
+886 added · −805 reduced
this quarter
Concentration
32.47%
Ferguson Shapiro LLC #1
top holder share
AI Holders Summary · Q1 2026

40 institutions reported RFEM in Q1 2026. Ferguson Shapiro LLC leads at 32.5% of the visible book. -89 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Ferguson Shapiro LLC
CIK 0001767433
$18M218K5.45%Q1 2026
02
LPL Financial LLC
CIK 0001403438
$8M102K0.00%Q1 2026
03
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$5M60K0.00%Q1 2026
04
Baird Financial Group, Inc.
CIK 0001648711
$4M45K0.01%Q1 2026
05
Prospera Financial Services Inc
CIK 0001541625
$3M37K0.05%Q1 2026
06
RiverFront Investment Group, LLC
CIK 0001469751
$3M36K0.05%Q1 2026
07
Cetera Investment Advisers
CIK 0001666741
$2M29K0.00%Q1 2026
08
TRUIST FINANCIAL CORP
CIK 0000092230
$2M26K0.00%Q1 2026
09
OLD MISSION CAPITAL LLC
CIK 0001455915
$2M21K0.03%Q1 2026
10
MML INVESTORS SERVICES, LLC
CIK 0000701059
$1M16K0.00%Q1 2026
11
Maia Wealth LLC
CIK 0002010858
$1M16K0.22%Q1 2026
12
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$1M14K0.00%Q1 2026
13
World Investment Advisors
CIK 0001652594
$916,88711K0.01%Q1 2026
14
WELLS FARGO & COMPANY/MN
CIK 0000072971
$749,0569K0.00%Q1 2026
15
Keystone Wealth Services, LLC
CIK 0001866189
$613,0377K0.13%Q1 2026
16
Farther Finance Advisors, LLC
CIK 0001992825
$509,3936K0.00%Q1 2026
17
Triad Wealth Partners, LLC
CIK 0002012717
$401,0825K0.03%Q1 2026
18
MGO ONE SEVEN LLC
CIK 0001731444
$317,8594K0.01%Q1 2026
19
OSAIC HOLDINGS, INC.
CIK 0001677044
$262,9173K0.00%Q1 2026
20
BENJAMIN EDWARDS INC
CIK 0001451623
$243,9133K0.00%Q1 2026
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