Who Owns FIRST TR EXCH TRADED FD III (FTLS)? -- Institutional Holders (2026-03-31)
275 institutions reported holding $1.76B of FIRST TR EXCH TRADED FD III (FTLS) in SEC 13F filings for 2026-03-31. Largest institutional holders: MORGAN STANLEY ($373.6M), Royal Bank of Canada ($183.4M), LPL Financial LLC ($171.0M), AMERIPRISE FINANCIAL INC ($158.2M), ENVESTNET ASSET MANAGEMENT INC ($43.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $373.6M | 5.3M | Added |
| 2 | Royal Bank of Canada | $183.4M | 2.6M | Added |
| 3 | LPL Financial LLC | $171.0M | 2.4M | Added |
| 4 | AMERIPRISE FINANCIAL INC | $158.2M | 2.2M | Trimmed |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $43.1M | 611,993 | Added |
| 6 | RAYMOND JAMES FINANCIAL INC | $42.0M | 597,455 | Added |
| 7 | Cetera Investment Advisers | $41.1M | 583,922 | Added |
| 8 | ASSETMARK, INC | $39.1M | 555,229 | Added |
| 9 | CENTRAL TRUST Co | $32.9M | 468,069 | Added |
| 10 | TRUIST FINANCIAL CORP | $30.3M | 430,547 | Trimmed |
| 11 | Merit Financial Group, LLC | $29.5M | 419,457 | Added |
| 12 | Cambridge Investment Research Advisors, Inc. | $24.9M | 353,315 | Added |
| 13 | VestGen Advisors, LLC | $23.6M | 318,438 | Added |
| 14 | STIFEL FINANCIAL CORP | $21.2M | 300,709 | Trimmed |
| 15 | Cornerstone Planning Group LLC | $17.4M | 235,621 | Added |
| 16 | FIRST TRUST ADVISORS LP | $15.7M | 223,206 | Added |
| 17 | Hobart Private Capital, LLC | $14.3M | 203,832 | Trimmed |
| 18 | EdgeRock Capital LLC | $14.2M | 201,486 | Trimmed |
| 19 | HighTower Advisors, LLC | $13.4M | 191,074 | Added |
| 20 | Ethos Financial Group, LLC | $13.3M | 189,146 | Added |
| 21 | Proactive Wealth Strategies LLC | $12.8M | 182,051 | Added |
| 22 | Equitable Holdings, Inc. | $11.8M | 166,035 | Added |
| 23 | CWM, LLC | $10.9M | 155,141 | Trimmed |
| 24 | Cardinal Point Capital Management ULC | $10.4M | 147,400 | Added |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | $10.2M | 144,729 | Added |
Source: SEC Form 13F filings · as of 2026-03-31