FUMB institutional holders

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

Managers holding85
Shares held8,137,966
Reported value$163.2m
Quarter flows9 new, 35 added, 26 trimmed, 12 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
MORGAN STANLEY778,240$15.6m0.0%
WELLS FARGO & COMPANY/MN669,696$13.4m0.0%
LPL Financial LLC652,475$13.1m0.0%
COMMONWEALTH EQUITY SERVICES, LLC646,309$13.0m0.0%
GSG Advisors LLC517,719$10.4m2.3%
ROYAL BANK OF CANADA348,015$7.0m0.0%
OSAIC HOLDINGS, INC.344,084$6.9m0.0%
RAYMOND JAMES FINANCIAL INC337,934$6.8m0.0%
NewEdge Advisors, LLC256,610$5.1m0.0%
VAQUERO PRIVATE WEALTH, LTD237,797$4.8m1.0%
UBS Group AG229,246$4.6m0.0%
Cambridge Investment Research Advisors, Inc.186,876$3.7m0.0%
JPMORGAN CHASE & CO171,091$3.4m0.0%
J.W. COLE ADVISORS, INC.158,631$3.2m0.1%
KESTRA PRIVATE WEALTH SERVICES, LLC157,770$3.2m0.0%
Kestra Advisory Services, LLC141,231$2.8m0.0%
Rockefeller Capital Management L.P.125,283$2.5m0.0%
Baird Financial Group, Inc.124,370$2.5m0.0%
Gateway Wealth Partners, LLC109,033$2.2m0.1%
Insight Inv LLC108,495$2.2m1.0%
Thrivent Financial for Lutherans99,686$2.0m0.0%
TRUIST FINANCIAL CORP94,740$1.9m0.0%
Cetera Investment Advisers89,304$1.8m0.0%
CAPITAL FINANCIAL GROUP INC\CO\ /ADV82,431$1.7m0.9%
White Wing Wealth Management79,877$1.6m0.8%

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

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