Who Owns First Trust Exchange-traded Fund Iii (FUMB)? -- Institutional Holders (2026-06-30)

44 institutions reported holding $54.4M of First Trust Exchange-traded Fund Iii (FUMB) in SEC 13F filings for 2026-06-30. Largest institutional holders: COMMONWEALTH EQUITY SERVICES, LLC ($13.0M), VAQUERO PRIVATE WEALTH, LTD ($4.8M), Cambridge Investment Research Advisors, Inc. ($3.7M), J.W. COLE ADVISORS, INC. ($3.2M), KESTRA PRIVATE WEALTH SERVICES, LLC ($3.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1COMMONWEALTH EQUITY SERVICES, LLC$13.0M646,309Added
2VAQUERO PRIVATE WEALTH, LTD$4.8M237,797New
3Cambridge Investment Research Advisors, Inc.$3.7M186,876Added
4J.W. COLE ADVISORS, INC.$3.2M158,631Added
5KESTRA PRIVATE WEALTH SERVICES, LLC$3.2M157,770Added
6Kestra Advisory Services, LLC$2.8M141,231Added
7Gateway Wealth Partners, LLC$2.2M109,033Trimmed
8Insight Inv LLC$2.2M108,495Trimmed
9TRUIST FINANCIAL CORP$1.9M94,740Trimmed
10White Wing Wealth Management$1.6M79,877New
11ENVESTNET ASSET MANAGEMENT INC$1.6M79,473Trimmed
12Mainsail Financial Group, LLC$1.3M62,540Trimmed
13STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC$1.2M59,548Trimmed
14WealthBridge Capital Management, LLC$1.1M57,274Added
15Ashton Thomas Private Wealth, LLC$1.1M55,032Hold
16INSPIRION WEALTH ADVISORS, LLC$980,32948,882Trimmed
17Prospera Financial Services Inc$920,66145,907Added
18JAMES INVESTMENT RESEARCH, INC.$913,92645,571Hold
19MCDONALD PARTNERS LLC$852,33842,500Hold
20Private Advisor Group, LLC$799,92739,887Trimmed
21Dynamic Advisor Solutions LLC$710,48935,427Added
22BENJAMIN EDWARDS INC$572,98228,571Added
23Capital Investment Advisory Services, LLC$561,03927,975Added
24Concurrent Investment Advisors, LLC$529,67326,411Added
25Envestnet Portfolio Solutions, Inc.$471,55323,513Added

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