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

156 institutions reported holding $523.0M of FIRST TR EXCH TRADED FD III (FSMB) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($104.9M), LPL Financial LLC ($49.9M), RMR Wealth Builders ($23.0M), HighTower Advisors, LLC ($17.9M), Corient Private Wealth LLC ($17.1M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	MORGAN STANLEY	$104.9M	5.2M	Added
2	LPL Financial LLC	$49.9M	2.5M	Added
3	RMR Wealth Builders	$23.0M	1.2M	Added
4	HighTower Advisors, LLC	$17.9M	896,202	Trimmed
5	Corient Private Wealth LLC	$17.1M	857,020	Trimmed
6	COMMONWEALTH EQUITY SERVICES, LLC	$14.6M	730,841	Added
7	UBS Group AG	$14.3M	713,289	Added
8	Waverly Advisors, LLC	$14.0M	701,965	New
9	PFS Partners, LLC	$13.5M	674,660	Trimmed
10	RAYMOND JAMES FINANCIAL INC	$13.2M	657,968	Added
11	VAQUERO PRIVATE WEALTH, LTD	$12.0M	601,749	New
12	Cetera Investment Advisers	$11.9M	593,655	Added
13	Rockefeller Capital Management L.P.	$10.5M	523,415	Added
14	XML Financial, LLC	$10.4M	519,295	New
15	NewEdge Advisors, LLC	$10.2M	511,049	Trimmed
16	OSAIC HOLDINGS, INC.	$8.9M	447,272	Added
17	EnRich Financial Partners LLC	$8.8M	440,062	Added
18	WELLS FARGO & COMPANY/MN	$8.4M	418,603	Added
19	ENVESTNET ASSET MANAGEMENT INC	$7.8M	389,403	Added
20	Francis Financial, Inc.	$7.2M	357,852	Added
21	Royal Bank of Canada	$7.1M	354,639	Added
22	Per Stirling Capital Management, LLC.	$6.3M	314,616	Added
23	JPMORGAN CHASE & CO	$5.9M	297,628	Added
24	Cambridge Investment Research Advisors, Inc.	$5.9M	296,619	Added
25	Allworth Financial LP	$5.7M	283,413	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30