20 institutions reported holding $43.3M of FIRST TR EXCH TRADED FD III (RFEM) in SEC 13F filings for 2026-06-30. Largest institutional holders: Ferguson Shapiro LLC ($20.1M), ENVESTNET ASSET MANAGEMENT INC ($5.7M), Cambridge Investment Research Advisors, Inc. ($3.3M), Prospera Financial Services Inc ($3.2M), RiverFront Investment Group, LLC ($3.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Ferguson Shapiro LLC | $20.1M | 213,603 | Trimmed |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $5.7M | 60,193 | Trimmed |
| 3 | Cambridge Investment Research Advisors, Inc. | $3.3M | 35,626 | Added |
| 4 | Prospera Financial Services Inc | $3.2M | 33,713 | Trimmed |
| 5 | RiverFront Investment Group, LLC | $3.1M | 33,302 | Trimmed |
| 6 | TRUIST FINANCIAL CORP | $2.6M | 27,179 | Added |
| 7 | J.W. COLE ADVISORS, INC. | $2.4M | 25,184 | New |
| 8 | Maia Wealth LLC | $1.6M | 17,174 | Added |
| 9 | Farther Finance Advisors, LLC | $577,867 | 6,153 | Trimmed |
| 10 | BENJAMIN EDWARDS INC | $252,632 | 2,690 | Trimmed |
| 11 | GeoWealth Management, LLC | $233,169 | 2,483 | Added |
| 12 | GAMMA Investing LLC | $177,505 | 1,890 | Hold |
| 13 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $79,158 | 853 | Hold |
| 14 | REAP Financial Group, LLC | $55,669 | 593 | Added |
| 15 | EVOLUTION WEALTH MANAGEMENT INC. | $14,933 | 159 | Hold |
| 16 | Elevated Capital Advisors, LLC | $10,519 | 112 | Hold |
| 17 | Golden State Equity Partners | $6,292 | 67 | Hold |
| 18 | ASSETMARK, INC | $0 | 0 | Exited |
| 19 | MGO ONE SEVEN LLC | $0 | 0 | Exited |
| 20 | Worth Financial Advisory Group, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30