Who Owns FIRST TR EXCH TRADED FD III (FPE)? -- Institutional Holders (2026-03-31)

Name: FIRST TR EXCH TRADED FD III (FPE) Institutional Holders (2026-03-31)
Creator: ko.io

507 institutions reported holding $4.20B of FIRST TR EXCH TRADED FD III (FPE) in SEC 13F filings for 2026-03-31. Largest institutional holders: MORGAN STANLEY ($936.5M), Royal Bank of Canada ($347.1M), LPL Financial LLC ($316.6M), WELLS FARGO & COMPANY/MN ($302.1M), RAYMOND JAMES FINANCIAL INC ($181.1M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	MORGAN STANLEY	$936.5M	52.8M	Trimmed
2	Royal Bank of Canada	$347.1M	19.6M	Trimmed
3	LPL Financial LLC	$316.6M	17.8M	Added
4	WELLS FARGO & COMPANY/MN	$302.1M	17.0M	Added
5	RAYMOND JAMES FINANCIAL INC	$181.1M	10.2M	Added
6	UBS Group AG	$166.0M	9.4M	Trimmed
7	BANK OF AMERICA CORP /DE/	$153.6M	8.7M	Added
8	AMERIPRISE FINANCIAL INC	$89.2M	5.0M	Added
9	HighTower Advisors, LLC	$61.4M	3.5M	Added
10	Cetera Investment Advisers	$52.6M	3.0M	Added
11	ENVESTNET ASSET MANAGEMENT INC	$44.9M	2.5M	Added
12	Kestra Advisory Services, LLC	$43.1M	2.4M	Added
13	STIFEL FINANCIAL CORP	$41.8M	2.4M	Added
14	OSAIC HOLDINGS, INC.	$39.8M	2.2M	Added
15	Advisory Alpha, LLC	$38.1M	2.1M	Trimmed
16	Rockefeller Capital Management L.P.	$36.2M	2.0M	Trimmed
17	MAI Capital Management	$35.5M	2.0M	Added
18	Baird Financial Group, Inc.	$34.8M	2.0M	Added
19	Magnus Financial Group LLC	$33.5M	1.9M	Added
20	PARK NATIONAL CORP /OH/	$33.1M	1.9M	Added
21	JANE STREET GROUP, LLC	$31.8M	1.8M	New
22	Prospera Financial Services Inc	$26.9M	1.5M	Trimmed
23	Falcon Wealth Planning	$26.9M	1.5M	Added
24	TRUIST FINANCIAL CORP	$26.7M	1.5M	Added
25	AFFINITY WEALTH MANAGEMENT LLC	$26.4M	1.5M	Added

Source: SEC Form 13F filings · as of 2026-03-31