18 institutions reported holding $34.2M of FIRST TR EXCH TRADED FD III (HSMV) in SEC 13F filings for 2026-03-31. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($8.0M), Cetera Investment Advisers ($6.7M), LPL Financial LLC ($6.2M), Cambridge Investment Research Advisors, Inc. ($5.5M), Bank of New York Mellon Corp ($5.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $8.0M | 221,618 | Added |
| 2 | Cetera Investment Advisers | $6.7M | 184,609 | Added |
| 3 | LPL Financial LLC | $6.2M | 171,828 | Added |
| 4 | Cambridge Investment Research Advisors, Inc. | $5.5M | 153,022 | Added |
| 5 | Bank of New York Mellon Corp | $5.2M | 143,413 | Added |
| 6 | Orion Porfolio Solutions, LLC | $1.0M | 28,353 | Trimmed |
| 7 | PRINCIPAL SECURITIES, INC. | $598,611 | 16,550 | Added |
| 8 | Tower Research Capital LLC (TRC) | $475,887 | 13,157 | Trimmed |
| 9 | CERTIOR FINANCIAL GROUP, LLC | $283,225 | 7,830 | Trimmed |
| 10 | OSAIC HOLDINGS, INC. | $134,807 | 3,727 | Added |
| 11 | Royal Bank of Canada | $12,000 | 339 | New |
| 12 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $10,395 | 286 | Hold |
| 13 | Truvestments Capital LLC | $8,211 | 227 | Hold |
| 14 | Horizon Investments, LLC | $4,630 | 128 | Added |
| 15 | UBS Group AG | $109 | 3 | Trimmed |
| 16 | Russell Investments Group, Ltd. | $34 | 1 | Hold |
| 17 | Envestnet Portfolio Solutions, Inc. | $0 | 0 | Exited |
| 18 | MORGAN STANLEY | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31