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

FIRST TR EXCH TRADED FD III

41 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 33739P707·41 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$61M
visible holders
Holders
41
filers reporting
Concentration
33.02%
Ferguson Shapiro LLC #1
top holder share
AI Holders Summary · Q2 2026

41 institutions reported RFEM in Q2 2026. Ferguson Shapiro LLC leads at 33.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Ferguson Shapiro LLC
CIK 0001767433
$20M214K5.87%Q2 202602
LPL Financial LLC
CIK 0001403438
$8M102K0.00%Q1 202603
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$5M60K0.00%Q1 202604
Baird Financial Group, Inc.
CIK 0001648711
$4M45K0.01%Q1 202605
Prospera Financial Services Inc
CIK 0001541625
$3M34K0.05%Q2 202606
RiverFront Investment Group, LLC
CIK 0001469751
$3M36K0.05%Q1 202607
J.W. COLE ADVISORS, INC.
CIK 0001404763
$2M25K0.04%Q2 202608
Cetera Investment Advisers
CIK 0001666741
$2M29K0.00%Q1 202609
TRUIST FINANCIAL CORP
CIK 0000092230
$2M26K0.00%Q1 202610
OLD MISSION CAPITAL LLC
CIK 0001455915
$2M21K0.03%Q1 202611
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$1M17K0.00%Q1 202612
MML INVESTORS SERVICES, LLC
CIK 0000701059
$1M16K0.00%Q1 202613
Maia Wealth LLC
CIK 0002010858
$1M16K0.22%Q1 202614
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$1M14K0.00%Q1 202615
World Investment Advisors
CIK 0001652594
$917K11K0.01%Q1 202616
WELLS FARGO & COMPANY/MN
CIK 0000072971
$749K9K0.00%Q1 202617
Keystone Wealth Services, LLC
CIK 0001866189
$613K7K0.13%Q1 202618
Farther Finance Advisors, LLC
CIK 0001992825
$578K6K0.00%Q2 202619
Triad Wealth Partners, LLC
CIK 0002012717
$401K5K0.03%Q1 202620
MGO ONE SEVEN LLC
CIK 0001731444
$318K4K0.01%Q1 2026
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