Who Owns FIRST TR EXCH TRADED FD III (FSMB)? -- Institutional Holders (2026-06-30)
155 institutions reported holding $523.1M of FIRST TR EXCH TRADED FD III (FSMB) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($104.9M), LPL Financial LLC ($49.9M), RMR Wealth Builders ($23.0M), HighTower Advisors, LLC ($17.9M), Corient Private Wealth LLC ($17.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $104.9M | 5.2M | Added |
| 2 | LPL Financial LLC | $49.9M | 2.5M | Added |
| 3 | RMR Wealth Builders | $23.0M | 1.2M | Added |
| 4 | HighTower Advisors, LLC | $17.9M | 896,202 | Trimmed |
| 5 | Corient Private Wealth LLC | $17.1M | 857,021 | Trimmed |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $14.6M | 730,841 | Added |
| 7 | UBS Group AG | $14.3M | 713,289 | Added |
| 8 | Waverly Advisors, LLC | $14.0M | 701,965 | New |
| 9 | PFS Partners, LLC | $13.5M | 674,660 | Trimmed |
| 10 | RAYMOND JAMES FINANCIAL INC | $13.2M | 657,968 | Added |
| 11 | VAQUERO PRIVATE WEALTH, LTD | $12.0M | 601,749 | New |
| 12 | Cetera Investment Advisers | $11.9M | 593,655 | Added |
| 13 | Rockefeller Capital Management L.P. | $10.5M | 523,415 | Added |
| 14 | XML Financial, LLC | $10.4M | 519,295 | New |
| 15 | NewEdge Advisors, LLC | $10.2M | 511,049 | Trimmed |
| 16 | OSAIC HOLDINGS, INC. | $8.9M | 447,272 | Added |
| 17 | EnRich Financial Partners LLC | $8.8M | 440,062 | Added |
| 18 | WELLS FARGO & COMPANY/MN | $8.4M | 418,603 | Added |
| 19 | ENVESTNET ASSET MANAGEMENT INC | $7.8M | 389,403 | Added |
| 20 | Francis Financial, Inc. | $7.2M | 357,852 | Added |
| 21 | Royal Bank of Canada | $7.1M | 354,639 | Added |
| 22 | Per Stirling Capital Management, LLC. | $6.3M | 314,616 | Added |
| 23 | JPMORGAN CHASE & CO | $5.9M | 297,628 | Added |
| 24 | Cambridge Investment Research Advisors, Inc. | $5.9M | 296,619 | Added |
| 25 | Allworth Financial LP | $5.7M | 283,413 | Added |
Source: SEC Form 13F filings · as of 2026-06-30