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FEMB — First Tr Exch Traded Fd III Institutional Holders · Q2 2026

Who owns First Tr Exch Traded Fd III (FEMB)? 117 institutions reported holding $227.24M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Morgan Stanley ($51.9M), LPL Financial LLC ($33.9M), Concurrent Investment Advisors, LLC ($13.2M).

RankInstitutionValueSharesChange
1MORGAN STANLEY$51.9M1.8MAdded
2LPL Financial LLC$33.9M1.2MTrimmed
3Concurrent Investment Advisors, LLC$13.2M451,677Added
4Royal Bank of Canada$11.7M400,691Added
5WELLS FARGO & COMPANY/MN$11.6M395,313Added
6Marshall Financial Group, LLC$11.1M378,657Added
7OSAIC HOLDINGS, INC.$9.9M339,820Added
8FIRST TRUST ADVISORS LP$9.8M334,078Added
9Seascape Capital Management$7.4M251,947Added
10ENVESTNET ASSET MANAGEMENT INC$7.0M240,435Added
11&PARTNERS$4.5M153,243Added
12RAYMOND JAMES FINANCIAL INC$3.7M125,289Trimmed
13Cetera Investment Advisers$3.2M110,701Added
14Euro Pacific Asset Management, LLC$3.2M109,054Trimmed
15Janney Montgomery Scott LLC$2.5M86,262Trimmed
16Endowment Wealth Management, Inc.$2.4M81,169Added
17IAMS WEALTH MANAGEMENT, LLC$2.3M78,322Trimmed
18NewEdge Advisors, LLC$2.2M75,398Trimmed
19Walkner Condon Financial Advisors LLC$1.8M60,441Added
20SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$1.7M58,308Added
21JANE STREET GROUP, LLC$1.6M55,535Trimmed
22Sanctuary Advisors, LLC$1.6M55,446Added
23Avior Wealth Management, LLC$1.5M51,379Trimmed
24Cambridge Investment Research Advisors, Inc.$1.3M45,572Trimmed
25HARBOUR INVESTMENTS, INC.$1.3M45,387Trimmed

Source: SEC Form 13F filings · as of 2026-06-30