Who Owns FIRST TR EXCH TRADED FD III (HUSV)? -- Institutional Holders (2026-03-31)

53 institutions reported holding $59.1M of FIRST TR EXCH TRADED FD III (HUSV) in SEC 13F filings for 2026-03-31. Largest institutional holders: Bank of New York Mellon Corp ($16.2M), ENVESTNET ASSET MANAGEMENT INC ($7.8M), Cetera Investment Advisers ($5.0M), Golden State Wealth Management, LLC ($4.4M), LPL Financial LLC ($4.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Bank of New York Mellon Corp$16.2M422,253Added
2ENVESTNET ASSET MANAGEMENT INC$7.8M204,416Trimmed
3Cetera Investment Advisers$5.0M130,673Added
4Golden State Wealth Management, LLC$4.4M115,958Trimmed
5LPL Financial LLC$4.2M108,881Trimmed
6Asset Allocation Strategies LLC$3.0M79,465Added
7BENJAMIN EDWARDS INC$2.3M61,220Added
8Cambridge Investment Research Advisors, Inc.$2.0M53,304Trimmed
9RFG Advisory, LLC$1.7M43,941New
10CITADEL ADVISORS LLC$1.5M39,348New
11Golden State Equity Partners$1.4M35,644Trimmed
12TWO SIGMA INVESTMENTS, LP$1.3M35,071Added
13SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.1M29,235Added
14GOLDMAN SACHS GROUP INC$929,33724,236Added
15LaSalle St. Investment Advisors, LLC$906,26923,634Trimmed
16TRUIST FINANCIAL CORP$852,64122,236Added
17Royal Bank of Canada$825,00021,504Added
18RAYMOND JAMES FINANCIAL INC$740,40019,309Added
19HighTower Advisors, LLC$372,1229,705Added
20GTS SECURITIES LLC$304,4597,940New
21United Advisor Group, LLC$255,7106,669Added
22MORGAN STANLEY$239,7576,252Trimmed
23Kovack Advisors, Inc.$224,9535,850Hold
24OPPENHEIMER & CO INC$224,9345,866Hold
25Prospera Financial Services Inc$203,6105,310Hold

Source: SEC Form 13F filings · as of 2026-03-31