Who Owns FIRST TR EXCH TRADED FD III (MARB)? -- Institutional Holders (2026-06-30)
39 institutions reported holding $13.5M of FIRST TR EXCH TRADED FD III (MARB) in SEC 13F filings for 2026-06-30. Largest institutional holders: Cambridge Investment Research Advisors, Inc. ($2.9M), LPL Financial LLC ($2.6M), FAS Wealth Partners, Inc. ($1.5M), Frederick Financial Consultants, LLC ($1.2M), Clear Harbor Asset Management, LLC ($851,656). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Cambridge Investment Research Advisors, Inc. | $2.9M | 139,046 | Trimmed |
| 2 | LPL Financial LLC | $2.6M | 127,310 | Trimmed |
| 3 | FAS Wealth Partners, Inc. | $1.5M | 74,598 | Added |
| 4 | Frederick Financial Consultants, LLC | $1.2M | 58,719 | Trimmed |
| 5 | Clear Harbor Asset Management, LLC | $851,656 | 41,264 | Hold |
| 6 | AE Wealth Management LLC | $832,296 | 40,326 | Added |
| 7 | Stratos Wealth Advisors, LLC | $803,059 | 38,909 | Trimmed |
| 8 | Owen LaRue, LLC | $682,713 | 33,078 | Trimmed |
| 9 | WORLD EQUITY GROUP, INC. | $337,970 | 16,375 | Added |
| 10 | ASSETMARK, INC | $333,674 | 16,167 | Trimmed |
| 11 | WEDBUSH SECURITIES INC | $302,000 | 14,647 | Trimmed |
| 12 | Cetera Investment Advisers | $212,500 | 10,296 | Hold |
| 13 | Royal Bank of Canada | $211,000 | 10,218 | Added |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $210,640 | 10,206 | Trimmed |
| 15 | OSAIC HOLDINGS, INC. | $135,284 | 6,555 | Hold |
| 16 | Cassaday & Co Wealth Management LLC | $77,955 | 3,777 | Hold |
| 17 | HARBOUR INVESTMENTS, INC. | $61,835 | 2,996 | Hold |
| 18 | PRIVATE TRUST CO NA | $50,545 | 2,449 | Added |
| 19 | HIGHLINE WEALTH PARTNERS LLC | $43,944 | 2,129 | New |
| 20 | Golden State Equity Partners | $25,468 | 1,234 | Hold |
| 21 | UBS Group AG | $23,322 | 1,130 | Added |
| 22 | Integrated Wealth Concepts LLC | $18,182 | 881 | New |
| 23 | Arax Advisory Partners | $9,701 | 470 | Hold |
| 24 | CALDWELL SUTTER CAPITAL, INC. | $9,081 | 440 | New |
| 25 | MCGUIRE CAPITAL ADVISORS INC | $3,963 | 192 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30