Who Owns 1FIRST TR EXCH TRADED FD III (FMB)? -- Institutional Holders (2026-06-30)

322 institutions reported holding $1.57B of 1FIRST TR EXCH TRADED FD III (FMB) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($179.6M), LPL Financial LLC ($124.5M), WELLS FARGO & COMPANY/MN ($109.3M), BANK OF AMERICA CORP /DE/ ($106.7M), UBS Group AG ($97.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$179.6M3.5MAdded
2LPL Financial LLC$124.5M2.4MAdded
3WELLS FARGO & COMPANY/MN$109.3M2.1MTrimmed
4BANK OF AMERICA CORP /DE/$106.7M2.1MAdded
5UBS Group AG$97.2M1.9MTrimmed
6RAYMOND JAMES FINANCIAL INC$64.6M1.3MAdded
7OSAIC HOLDINGS, INC.$46.8M911,907Added
8Avantax Planning Partners, Inc.$43.0M837,252Trimmed
9OneDigital Investment Advisors LLC$40.2M782,447Added
10Janney Montgomery Scott LLC$26.7M519,985Added
11NewEdge Advisors, LLC$25.6M497,684Added
12Royal Bank of Canada$22.8M443,110Added
13TRUIST FINANCIAL CORP$22.0M428,848Trimmed
14Cetera Investment Advisers$20.4M396,678Trimmed
15RMR Wealth Builders$18.1M351,741Added
16COMMONWEALTH EQUITY SERVICES, LLC$18.0M349,602Added
17ENVESTNET ASSET MANAGEMENT INC$17.7M345,208Added
18Cambridge Investment Research Advisors, Inc.$17.0M331,431Added
19Rockefeller Capital Management L.P.$16.6M323,763Added
20STIFEL FINANCIAL CORP$15.3M298,518Added
21True Blue Financial, LLC$14.5M281,978Added
22JONES FINANCIAL COMPANIES LLLP$14.1M273,980Added
23Miracle Mile Advisors, LLC$12.9M251,295Trimmed
24Wealthspire Advisors, LLC$12.6M245,248New
25Frisch Financial Group, Inc.$11.7M228,347Added

来源：SEC 13F 申报文件 · 截至 2026-06-30