Who Owns FIRST TR EXCH TRADED FD III (FMHI)? -- Institutional Holders (2026-06-30)
204 institutions reported holding $728.4M of FIRST TR EXCH TRADED FD III (FMHI) in SEC 13F filings for 2026-06-30. Largest institutional holders: WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($72.7M), MORGAN STANLEY ($68.3M), WELLS FARGO & COMPANY/MN ($57.2M), LPL Financial LLC ($56.5M), BANK OF AMERICA CORP /DE/ ($38.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $72.7M | 1.5M | Added |
| 2 | MORGAN STANLEY | $68.3M | 1.4M | Trimmed |
| 3 | WELLS FARGO & COMPANY/MN | $57.2M | 1.2M | Added |
| 4 | LPL Financial LLC | $56.5M | 1.2M | Added |
| 5 | BANK OF AMERICA CORP /DE/ | $38.7M | 798,191 | Trimmed |
| 6 | Meeder Advisory Services, Inc. | $27.8M | 572,777 | Added |
| 7 | Cetera Investment Advisers | $19.5M | 401,181 | Added |
| 8 | Vise Technologies, Inc. | $19.3M | 398,018 | Added |
| 9 | UBS Group AG | $18.3M | 376,746 | Added |
| 10 | Financial Partners Group, Inc | $17.2M | 355,392 | Added |
| 11 | CITIGROUP INC | $16.8M | 345,764 | Trimmed |
| 12 | SlateStone Wealth, LLC | $16.4M | 339,168 | Trimmed |
| 13 | RAYMOND JAMES FINANCIAL INC | $14.9M | 306,655 | Trimmed |
| 14 | NewEdge Advisors, LLC | $14.4M | 296,778 | Added |
| 15 | Manhattan West Asset Management, LLC | $13.1M | 269,771 | Added |
| 16 | OSAIC HOLDINGS, INC. | $12.2M | 250,956 | Added |
| 17 | JPMORGAN CHASE & CO | $10.9M | 223,575 | Added |
| 18 | Principle Wealth Partners LLC | $10.8M | 222,961 | Trimmed |
| 19 | Royal Bank of Canada | $10.4M | 213,508 | Added |
| 20 | Cambridge Investment Research Advisors, Inc. | $9.2M | 190,300 | Added |
| 21 | EnRich Financial Partners LLC | $9.1M | 187,384 | Added |
| 22 | JANE STREET GROUP, LLC | $8.9M | 183,026 | Added |
| 23 | Rockefeller Capital Management L.P. | $7.0M | 144,709 | Added |
| 24 | HighTower Advisors, LLC | $6.6M | 136,772 | Added |
| 25 | MML INVESTORS SERVICES, LLC | $5.8M | 118,821 | Added |
Source: SEC Form 13F filings · as of 2026-06-30