Who Owns FIRST TR EXCH TRADED FD III (FPE)? -- Institutional Holders (2026-06-30)

Name: FIRST TR EXCH TRADED FD III (FPE) Institutional Holders (2026-06-30)
Creator: ko.io

510 institutions reported holding $4.29B of FIRST TR EXCH TRADED FD III (FPE) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($957.6M), Royal Bank of Canada ($350.2M), LPL Financial LLC ($331.0M), WELLS FARGO & COMPANY/MN ($327.6M), RAYMOND JAMES FINANCIAL INC ($178.9M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	MORGAN STANLEY	$957.6M	53.6M	Added
2	Royal Bank of Canada	$350.2M	19.6M	Added
3	LPL Financial LLC	$331.0M	18.5M	Added
4	WELLS FARGO & COMPANY/MN	$327.6M	18.3M	Added
5	RAYMOND JAMES FINANCIAL INC	$178.9M	10.0M	Trimmed
6	UBS Group AG	$163.1M	9.1M	Trimmed
7	BANK OF AMERICA CORP /DE/	$162.4M	9.1M	Added
8	AMERIPRISE FINANCIAL INC	$93.8M	5.2M	Added
9	HighTower Advisors, LLC	$62.1M	3.5M	Added
10	Cetera Investment Advisers	$58.6M	3.3M	Added
11	STIFEL FINANCIAL CORP	$46.6M	2.6M	Added
12	ENVESTNET ASSET MANAGEMENT INC	$45.0M	2.5M	Trimmed
13	Kestra Advisory Services, LLC	$43.3M	2.4M	Trimmed
14	MAI Capital Management	$39.7M	2.2M	Added
15	OSAIC HOLDINGS, INC.	$39.6M	2.2M	Trimmed
16	Advisory Alpha, LLC	$39.1M	2.2M	Added
17	Rockefeller Capital Management L.P.	$36.5M	2.0M	Added
18	Baird Financial Group, Inc.	$36.3M	2.0M	Added
19	Magnus Financial Group LLC	$35.0M	2.0M	Added
20	PARK NATIONAL CORP /OH/	$34.0M	1.9M	Added
21	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$27.7M	1.6M	Added
22	Falcon Wealth Planning	$27.4M	1.5M	Added
23	TRUIST FINANCIAL CORP	$27.4M	1.5M	Added
24	AFFINITY WEALTH MANAGEMENT LLC	$27.0M	1.5M	Added
25	Prospera Financial Services Inc	$25.3M	1.4M	Trimmed

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