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

205 institutions reported holding $728.0M of FIRST TR EXCH TRADED FD III (FMHI) in SEC 13F filings for 2026-06-30. Largest institutional holders: WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($72.7M), MORGAN STANLEY ($68.3M), WELLS FARGO & COMPANY/MN ($57.2M), LPL Financial LLC ($56.5M), BANK OF AMERICA CORP /DE/ ($38.7M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$72.7M	1.5M	Added
2	MORGAN STANLEY	$68.3M	1.4M	Trimmed
3	WELLS FARGO & COMPANY/MN	$57.2M	1.2M	Added
4	LPL Financial LLC	$56.5M	1.2M	Added
5	BANK OF AMERICA CORP /DE/	$38.7M	798,191	Trimmed
6	Meeder Advisory Services, Inc.	$27.8M	572,777	Added
7	Cetera Investment Advisers	$19.5M	401,181	Added
8	Vise Technologies, Inc.	$19.3M	398,018	Added
9	UBS Group AG	$18.3M	376,746	Added
10	Financial Partners Group, Inc	$17.2M	355,392	Added
11	CITIGROUP INC	$16.8M	345,764	Trimmed
12	SlateStone Wealth, LLC	$16.4M	339,168	Trimmed
13	RAYMOND JAMES FINANCIAL INC	$14.9M	306,655	Trimmed
14	NewEdge Advisors, LLC	$14.4M	296,778	Added
15	Manhattan West Asset Management, LLC	$13.1M	269,771	Added
16	OSAIC HOLDINGS, INC.	$12.2M	250,956	Added
17	JPMORGAN CHASE & CO	$10.9M	223,575	Added
18	Principle Wealth Partners LLC	$10.8M	222,961	Trimmed
19	Royal Bank of Canada	$10.4M	213,508	Added
20	Cambridge Investment Research Advisors, Inc.	$9.2M	190,300	Added
21	EnRich Financial Partners LLC	$9.1M	187,384	Added
22	JANE STREET GROUP, LLC	$8.9M	183,026	Added
23	Rockefeller Capital Management L.P.	$7.0M	144,709	Added
24	HighTower Advisors, LLC	$6.6M	136,772	Added
25	MML INVESTORS SERVICES, LLC	$5.8M	118,821	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30