Who Owns FIRST TR EXCH TRADED FD III (MARB)? -- Institutional Holders (2026-03-31)
44 institutions reported holding $24.8M of FIRST TR EXCH TRADED FD III (MARB) in SEC 13F filings for 2026-03-31. Largest institutional holders: LPL Financial LLC ($6.9M), CITADEL ADVISORS LLC ($3.1M), Cambridge Investment Research Advisors, Inc. ($2.9M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($2.2M), BCGM Wealth Management, LLC ($1.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | LPL Financial LLC | $6.9M | 333,361 | Added |
| 2 | CITADEL ADVISORS LLC | $3.1M | 150,322 | New |
| 3 | Cambridge Investment Research Advisors, Inc. | $2.9M | 141,750 | Added |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.2M | 107,700 | Added |
| 5 | BCGM Wealth Management, LLC | $1.5M | 74,727 | Added |
| 6 | Frederick Financial Consultants, LLC | $1.3M | 61,888 | Trimmed |
| 7 | RFG Advisory, LLC | $1.1M | 52,285 | Added |
| 8 | Stratos Wealth Advisors, LLC | $881,588 | 42,588 | Trimmed |
| 9 | Clear Harbor Asset Management, LLC | $854,165 | 41,264 | Hold |
| 10 | Owen LaRue, LLC | $749,477 | 36,207 | Trimmed |
| 11 | AE Wealth Management LLC | $498,725 | 24,093 | Added |
| 12 | JANE STREET GROUP, LLC | $388,332 | 18,760 | New |
| 13 | ASSETMARK, INC | $352,933 | 17,050 | Trimmed |
| 14 | WEDBUSH SECURITIES INC | $335,000 | 16,197 | Hold |
| 15 | WORLD EQUITY GROUP, INC. | $326,505 | 15,773 | Added |
| 16 | Vivaldi Capital Management LP | $284,875 | 13,762 | Trimmed |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $225,088 | 10,874 | Trimmed |
| 18 | Cetera Investment Advisers | $213,126 | 10,296 | Trimmed |
| 19 | MORGAN STANLEY | $197,277 | 9,530 | Trimmed |
| 20 | OSAIC HOLDINGS, INC. | $135,679 | 6,555 | Added |
| 21 | Cassaday & Co Wealth Management LLC | $78,184 | 3,777 | New |
| 22 | HARBOUR INVESTMENTS, INC. | $62,017 | 2,996 | Trimmed |
| 23 | PRIVATE TRUST CO NA | $47,693 | 2,304 | Hold |
| 24 | Golden State Equity Partners | $25,543 | 1,234 | New |
| 25 | CoreCap Advisors, LLC | $11,447 | 553 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31