HSMV — First Tr Exch Traded Fd III Institutional Holders · Q2 2026
Who owns First Tr Exch Traded Fd III (HSMV)? 18 institutions reported holding $40.49M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Envestnet Asset Management Inc ($10.9M), Cetera Investment Advisers ($7.2M), LPL Financial LLC ($6.8M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $10.9M | 285,847 | Added |
| 2 | Cetera Investment Advisers | $7.2M | 188,638 | Added |
| 3 | LPL Financial LLC | $6.8M | 178,434 | Added |
| 4 | Bank of New York Mellon Corp | $5.9M | 153,389 | Added |
| 5 | Cambridge Investment Research Advisors, Inc. | $5.8M | 151,753 | Trimmed |
| 6 | Tower Research Capital LLC (TRC) | $1.6M | 42,691 | Added |
| 7 | Orion Porfolio Solutions, LLC | $1.1M | 27,475 | Trimmed |
| 8 | PRINCIPAL SECURITIES, INC. | $631,859 | 16,509 | Trimmed |
| 9 | CERTIOR FINANCIAL GROUP, LLC | $288,723 | 7,544 | Trimmed |
| 10 | OSAIC HOLDINGS, INC. | $160,277 | 4,187 | Added |
| 11 | Silver Grove Financial Group, Inc. | $15,960 | 417 | New |
| 12 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $10,941 | 286 | Hold |
| 13 | UBS Group AG | $10,640 | 278 | Added |
| 14 | Truvestments Capital LLC | $8,688 | 227 | Hold |
| 15 | US BANCORP \DE\ | $4,708 | 123 | New |
| 16 | Horizon Investments, LLC | $2,449 | 64 | Trimmed |
| 17 | Russell Investments Group, Ltd. | $36 | 1 | Hold |
| 18 | Royal Bank of Canada | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30