FMHI institutional holders

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

Managers holding191
Shares held15,214,648
Reported value$737.6m
Quarter flows25 new, 83 added, 58 trimmed, 16 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC1,503,752$72.7m0.1%
MORGAN STANLEY1,407,555$68.3m0.0%
WELLS FARGO & COMPANY/MN1,179,422$57.2m0.0%
LPL Financial LLC1,164,558$56.5m0.0%
BANK OF AMERICA CORP /DE/798,191$38.7m0.0%
Meeder Advisory Services, Inc.572,777$27.8m1.0%
Cetera Investment Advisers401,181$19.5m0.0%
Vise Technologies, Inc.398,018$19.3m0.2%
Cambridge Investment Research Advisors, Inc.380,600$18.5m0.0%
UBS Group AG376,746$18.3m0.0%
Financial Partners Group, Inc355,392$17.2m1.7%
CITIGROUP INC345,764$16.8m0.0%
SlateStone Wealth, LLC339,168$16.4m1.3%
RAYMOND JAMES FINANCIAL INC306,655$14.9m0.0%
NewEdge Advisors, LLC296,778$14.4m0.0%
Manhattan West Asset Management, LLC269,771$13.1m2.2%
OSAIC HOLDINGS, INC.250,956$12.2m0.0%
JPMORGAN CHASE & CO223,575$10.9m0.0%
Principle Wealth Partners LLC222,961$10.8m0.5%
ROYAL BANK OF CANADA213,508$10.4m0.0%
EnRich Financial Partners LLC187,384$9.1m2.2%
JANE STREET GROUP, LLC183,026$8.9m0.0%
Rockefeller Capital Management L.P.144,709$7.0m0.0%
HighTower Advisors, LLC136,772$6.6m0.0%
MML INVESTORS SERVICES, LLC118,821$5.8m0.0%

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

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