Who Owns FIRST TR EXCH TRADED FD III (HDMV)? -- Institutional Holders (2026-03-31)
29 institutions reported holding $13.2M of FIRST TR EXCH TRADED FD III (HDMV) in SEC 13F filings for 2026-03-31. Largest institutional holders: Kestra Advisory Services, LLC ($2.2M), OSAIC HOLDINGS, INC. ($2.1M), Golden State Equity Partners ($1.3M), CITADEL ADVISORS LLC ($1.3M), JANE STREET GROUP, LLC ($1.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Kestra Advisory Services, LLC | $2.2M | 60,156 | Trimmed |
| 2 | OSAIC HOLDINGS, INC. | $2.1M | 58,345 | Trimmed |
| 3 | Golden State Equity Partners | $1.3M | 35,619 | Added |
| 4 | CITADEL ADVISORS LLC | $1.3M | 35,081 | Added |
| 5 | JANE STREET GROUP, LLC | $1.1M | 30,638 | Trimmed |
| 6 | LPL Financial LLC | $1.0M | 27,704 | Trimmed |
| 7 | Golden State Wealth Management, LLC | $749,365 | 20,358 | Trimmed |
| 8 | GOLDMAN SACHS GROUP INC | $487,326 | 13,239 | Trimmed |
| 9 | INDEPENDENT FINANCIAL GROUP, LLC | $449,375 | 12,208 | Trimmed |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $350,136 | 9,512 | New |
| 11 | Private Advisor Group, LLC | $338,667 | 9,200 | Trimmed |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $332,665 | 9,037 | Added |
| 13 | Gladstone Institutional Advisory LLC | $308,430 | 8,379 | Added |
| 14 | Lido Advisors, LLC | $258,136 | 7,013 | Hold |
| 15 | TRUIST FINANCIAL CORP | $257,670 | 7,000 | Trimmed |
| 16 | United Advisor Group, LLC | $231,171 | 6,280 | Trimmed |
| 17 | FLOW TRADERS U.S. LLC | $207,000 | 5,631 | Trimmed |
| 18 | HARBOUR INVESTMENTS, INC. | $27,313 | 742 | Trimmed |
| 19 | Realta Investment Advisors | $18,405 | 500 | New |
| 20 | Arax Advisory Partners | $13,620 | 370 | Hold |
| 21 | UBS Group AG | $8,135 | 221 | Trimmed |
| 22 | AE Wealth Management LLC | $6,957 | 189 | Hold |
| 23 | MORGAN STANLEY | $5,448 | 148 | Added |
| 24 | Larson Financial Group LLC | $5,174 | 141 | Hold |
| 25 | WPG Advisers, LLC | $3,202 | 87 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31