Who Owns FIRST TR EXCH TRADED FD III (FTLS)? -- Institutional Holders (2026-06-30)
286 institutions reported holding $1.95B of FIRST TR EXCH TRADED FD III (FTLS) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($436.9M), Royal Bank of Canada ($197.4M), AMERIPRISE FINANCIAL INC ($179.0M), LPL Financial LLC ($174.8M), FIRST TRUST ADVISORS LP ($61.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $436.9M | 5.9M | Added |
| 2 | Royal Bank of Canada | $197.4M | 2.7M | Added |
| 3 | AMERIPRISE FINANCIAL INC | $179.0M | 2.4M | Added |
| 4 | LPL Financial LLC | $174.8M | 2.4M | Trimmed |
| 5 | FIRST TRUST ADVISORS LP | $61.4M | 831,838 | Added |
| 6 | RAYMOND JAMES FINANCIAL INC | $45.9M | 622,277 | Added |
| 7 | ASSETMARK, INC | $43.2M | 585,764 | Added |
| 8 | Cetera Investment Advisers | $41.7M | 564,536 | Trimmed |
| 9 | Merit Financial Group, LLC | $39.0M | 528,335 | Added |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $34.9M | 472,698 | Trimmed |
| 11 | CENTRAL TRUST Co | $34.3M | 464,614 | Trimmed |
| 12 | TRUIST FINANCIAL CORP | $32.4M | 439,134 | Added |
| 13 | Cambridge Investment Research Advisors, Inc. | $27.7M | 374,797 | Added |
| 14 | VestGen Advisors, LLC | $25.1M | 340,744 | Added |
| 15 | STIFEL FINANCIAL CORP | $22.7M | 307,522 | Added |
| 16 | Cornerstone Planning Group LLC | $18.4M | 244,171 | Added |
| 17 | Hobart Private Capital, LLC | $16.1M | 217,929 | Added |
| 18 | EdgeRock Capital LLC | $15.6M | 210,937 | Added |
| 19 | Private Advisor Group, LLC | $14.0M | 189,221 | Added |
| 20 | Proactive Wealth Strategies LLC | $13.4M | 181,593 | Trimmed |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $13.2M | 179,303 | Added |
| 22 | HighTower Advisors, LLC | $12.8M | 174,029 | Trimmed |
| 23 | Equitable Holdings, Inc. | $12.5M | 169,136 | Added |
| 24 | Ethos Financial Group, LLC | $12.3M | 166,114 | Trimmed |
| 25 | OSAIC HOLDINGS, INC. | $11.5M | 156,037 | Added |
Source: SEC Form 13F filings · as of 2026-06-30