FMB institutional holders

FIRST TR EXCH TRADED FD III · 13F, 2026Q2

Managers holding307
Shares held30,958,130
Reported value$1.6bn
Quarter flows31 new, 137 added, 87 trimmed, 21 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
MORGAN STANLEY3,496,125$179.6m0.0%
LPL Financial LLC2,423,152$124.5m0.0%
WELLS FARGO & COMPANY/MN2,127,424$109.3m0.0%
BANK OF AMERICA CORP /DE/2,078,113$106.7m0.0%
UBS Group AG1,891,649$97.2m0.0%
RAYMOND JAMES FINANCIAL INC1,256,709$64.6m0.0%
OSAIC HOLDINGS, INC.911,907$46.8m0.1%
Avantax Planning Partners, Inc.837,252$43.0m1.1%
OneDigital Investment Advisors LLC782,447$40.2m0.3%
Cambridge Investment Research Advisors, Inc.662,862$34.0m0.0%
Janney Montgomery Scott LLC519,985$26.7m0.1%
NewEdge Advisors, LLC497,684$25.6m0.1%
ROYAL BANK OF CANADA443,110$22.8m0.0%
TRUIST FINANCIAL CORP428,848$22.0m0.0%
Cetera Investment Advisers396,678$20.4m0.0%
RMR Wealth Builders351,741$18.1m1.1%
COMMONWEALTH EQUITY SERVICES, LLC349,602$18.0m0.0%
ENVESTNET ASSET MANAGEMENT INC345,208$17.7m0.0%
Rockefeller Capital Management L.P.323,763$16.6m0.0%
STIFEL FINANCIAL CORP298,518$15.3m0.0%
True Blue Financial, LLC281,978$14.5m6.1%
JONES FINANCIAL COMPANIES LLLP273,980$14.1m0.0%
Composition Wealth, LLC251,295$12.9m0.2%
Wealthspire Advisors, LLC245,248$12.6m0.1%
Frisch Financial Group, Inc.228,347$11.7m2.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("FMB"). FMB price history · All 13F data

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