Who Owns FIRST TR EXCH TRADED FD III (HUSV)? -- Institutional Holders (2026-06-30)
53 institutions reported holding $61.0M of FIRST TR EXCH TRADED FD III (HUSV) in SEC 13F filings for 2026-06-30. Largest institutional holders: Bank of New York Mellon Corp ($16.5M), ENVESTNET ASSET MANAGEMENT INC ($10.9M), Cetera Investment Advisers ($5.3M), Golden State Wealth Management, LLC ($4.4M), LPL Financial LLC ($4.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Bank of New York Mellon Corp | $16.5M | 419,796 | Trimmed |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $10.9M | 277,623 | Added |
| 3 | Cetera Investment Advisers | $5.3M | 136,124 | Added |
| 4 | Golden State Wealth Management, LLC | $4.4M | 111,374 | Trimmed |
| 5 | LPL Financial LLC | $4.3M | 108,800 | Trimmed |
| 6 | Asset Allocation Strategies LLC | $2.8M | 71,103 | Trimmed |
| 7 | BENJAMIN EDWARDS INC | $2.5M | 64,598 | Added |
| 8 | Cambridge Investment Research Advisors, Inc. | $1.9M | 48,975 | Trimmed |
| 9 | RFG Advisory, LLC | $1.8M | 45,040 | Added |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.5M | 38,508 | Added |
| 11 | GOLDMAN SACHS GROUP INC | $1.2M | 29,376 | Added |
| 12 | CITADEL ADVISORS LLC | $1.0M | 26,679 | Trimmed |
| 13 | LaSalle St. Investment Advisors, LLC | $927,910 | 23,625 | Trimmed |
| 14 | TRUIST FINANCIAL CORP | $875,215 | 22,283 | Added |
| 15 | RAYMOND JAMES FINANCIAL INC | $736,171 | 18,743 | Trimmed |
| 16 | TWO SIGMA INVESTMENTS, LP | $540,885 | 13,771 | Trimmed |
| 17 | Royal Bank of Canada | $435,000 | 11,078 | Trimmed |
| 18 | J.W. COLE ADVISORS, INC. | $392,864 | 10,002 | New |
| 19 | HighTower Advisors, LLC | $381,344 | 9,709 | Added |
| 20 | GTS SECURITIES LLC | $311,859 | 7,940 | Hold |
| 21 | United Advisor Group, LLC | $262,286 | 6,678 | Added |
| 22 | MORGAN STANLEY | $245,614 | 6,253 | Added |
| 23 | OPPENHEIMER & CO INC | $229,300 | 5,838 | Trimmed |
| 24 | Orion Porfolio Solutions, LLC | $221,994 | 5,652 | New |
| 25 | Kovack Advisors, Inc. | $211,901 | 5,350 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30