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

95 institutions reported holding $161.3M of FIRST TR EXCH TRADED FD III (FUMB) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($15.6M), WELLS FARGO & COMPANY/MN ($13.4M), LPL Financial LLC ($13.1M), COMMONWEALTH EQUITY SERVICES, LLC ($13.0M), GSG Advisors LLC ($10.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$15.6M778,240Added
2WELLS FARGO & COMPANY/MN$13.4M669,696Added
3LPL Financial LLC$13.1M652,475Trimmed
4COMMONWEALTH EQUITY SERVICES, LLC$13.0M646,309Added
5GSG Advisors LLC$10.4M517,719Added
6Royal Bank of Canada$7.0M348,015Added
7OSAIC HOLDINGS, INC.$6.9M344,084Added
8RAYMOND JAMES FINANCIAL INC$6.8M337,934Added
9NewEdge Advisors, LLC$5.1M256,610Trimmed
10VAQUERO PRIVATE WEALTH, LTD$4.8M237,797New
11UBS Group AG$4.6M229,246Added
12JPMORGAN CHASE & CO$3.4M171,091Trimmed
13J.W. COLE ADVISORS, INC.$3.2M158,631Added
14KESTRA PRIVATE WEALTH SERVICES, LLC$3.2M157,770Added
15Kestra Advisory Services, LLC$2.8M141,231Added
16Rockefeller Capital Management L.P.$2.5M125,283Trimmed
17Baird Financial Group, Inc.$2.5M124,370Hold
18Gateway Wealth Partners, LLC$2.2M109,033Trimmed
19Insight Inv LLC$2.2M108,495Trimmed
20Thrivent Financial for Lutherans$2.0M99,686Added
21TRUIST FINANCIAL CORP$1.9M94,740Trimmed
22Cambridge Investment Research Advisors, Inc.$1.9M93,438Added
23Cetera Investment Advisers$1.8M89,304Trimmed
24CAPITAL FINANCIAL GROUP INC\CO\ /ADV$1.7M82,431Added
25White Wing Wealth Management$1.6M79,877New

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