Who Owns FIRST TR EXCH TRADED FD III (NTRL)? -- Institutional Holders (2026-06-30)

38 institutions reported holding $13.5M of FIRST TR EXCH TRADED FD III (NTRL) 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	Arax Advisory Partners	$9,701	470	Hold
23	CALDWELL SUTTER CAPITAL, INC.	$9,081	440	New
24	MCGUIRE CAPITAL ADVISORS INC	$3,963	192	Hold
25	IFG Advisory, LLC	$3,653	177	New

Source: SEC Form 13F filings · as of 2026-06-30