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

44 institutions reported holding $73.5M of FIRST TR EXCH TRADED FD III (RFEM) in SEC 13F filings for 2026-06-30. Largest institutional holders: Ferguson Shapiro LLC ($20.1M), LPL Financial LLC ($11.2M), Janney Montgomery Scott LLC ($7.5M), ENVESTNET ASSET MANAGEMENT INC ($5.7M), Baird Financial Group, Inc. ($3.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Ferguson Shapiro LLC$20.1M213,603Trimmed
2LPL Financial LLC$11.2M119,247Added
3Janney Montgomery Scott LLC$7.5M79,888New
4ENVESTNET ASSET MANAGEMENT INC$5.7M60,193Trimmed
5Baird Financial Group, Inc.$3.8M40,840Trimmed
6Prospera Financial Services Inc$3.2M33,713Trimmed
7RiverFront Investment Group, LLC$3.1M33,302Trimmed
8TRUIST FINANCIAL CORP$2.6M27,179Added
9J.W. COLE ADVISORS, INC.$2.4M25,184New
10OLD MISSION CAPITAL LLC$2.2M23,573Added
11MML INVESTORS SERVICES, LLC$1.7M17,925Added
12Cambridge Investment Research Advisors, Inc.$1.7M17,813Added
13Maia Wealth LLC$1.6M17,174Added
14Cetera Investment Advisers$1.2M12,539Trimmed
15RAYMOND JAMES FINANCIAL INC$1.2M12,517Trimmed
16World Investment Advisors$916,88711,160Hold
17Keystone Wealth Services, LLC$749,1377,977Added
18Farther Finance Advisors, LLC$577,8676,153Trimmed
19JANE STREET GROUP, LLC$501,8975,344Added
20OSAIC HOLDINGS, INC.$328,5603,498Added
21CITADEL ADVISORS LLC$290,2063,090Trimmed
22BENJAMIN EDWARDS INC$252,6322,690Trimmed
23GeoWealth Management, LLC$233,1692,483Added
24Triad Wealth Partners, LLC$226,5572,416Trimmed
25GAMMA Investing LLC$177,5051,890Hold

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