FSMB — First Tr Exch Traded Fd III Institutional Holders · Q3 2026
Who owns First Tr Exch Traded Fd III (FSMB)? 6 institutions reported holding $2.26M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Avaii Wealth Management, LLC ($1.1M), Inspirion Wealth Advisors, LLC ($581,270), Farther Finance Advisors, LLC ($370,129).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | AVAII WEALTH MANAGEMENT, LLC | $1.1M | 55,320 | Added |
| 2 | INSPIRION WEALTH ADVISORS, LLC | $581,270 | 29,870 | Hold |
| 3 | Farther Finance Advisors, LLC | $370,129 | 19,020 | Added |
| 4 | Financial Enhancement Group LLC | $223,636 | 11,498 | Hold |
| 5 | CX Institutional | $10,000 | 517 | Added |
| 6 | CoreCap Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30