FMB — First Tr Exch Traded Fd III Institutional Holders · Q3 2026
Who owns First Tr Exch Traded Fd III (FMB)? 13 institutions reported holding $18.40M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: First Heartland Consultants, Inc. ($8.5M), Inspirion Wealth Advisors, LLC ($2.5M), Friday Financial ($1.8M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | First Heartland Consultants, Inc. | $8.5M | 177,140 | Added |
| 2 | INSPIRION WEALTH ADVISORS, LLC | $2.5M | 51,438 | Trimmed |
| 3 | Friday Financial | $1.8M | 37,373 | Added |
| 4 | LEGACY SOLUTIONS, LLC | $1.6M | 33,003 | Added |
| 5 | Insight Wealth Strategies, LLC | $1.4M | 28,905 | Added |
| 6 | Crumly & Associates Inc. | $879,906 | 18,385 | Hold |
| 7 | Financial Enhancement Group LLC | $481,532 | 10,095 | Added |
| 8 | CoreCap Advisors, LLC | $422,412 | 8,826 | Added |
| 9 | Legacy Private Trust Co. | $307,548 | 6,426 | Trimmed |
| 10 | Farther Finance Advisors, LLC | $288,213 | 6,022 | Trimmed |
| 11 | TrueWealth Advisors, LLC | $279,165 | 5,833 | Trimmed |
| 12 | GoalVest Advisory LLC | $32,976 | 689 | Hold |
| 13 | Polaris Financial Partners | $6,000 | 125 | New |
Source: SEC Form 13F filings · as of 2026-09-30