# FIRST TR EXCH TRADED FD III (FMB)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/FMB/

- Reporting holders: 12
- Reported value: $18.4M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $8.5M | 177,140 | 0.6% | 32 |
| [INSPIRION WEALTH ADVISORS, LLC](https://holderbook.com/funds/1633448-inspirion-wealth-advisors-llc/) | $2.5M | 51,438 | 0.3% | 13 |
| [Friday Financial](https://holderbook.com/funds/2048792-friday-financial/) | $1.8M | 37,373 | 0.4% | 8 |
| [LEGACY SOLUTIONS, LLC](https://holderbook.com/funds/2053314-legacy-solutions-llc/) | $1.6M | 33,003 | 1.2% | 8 |
| [Insight Wealth Strategies, LLC](https://holderbook.com/funds/1749914-insight-wealth-strategies-llc/) | $1.4M | 28,905 | 0.1% | 30 |
| [Crumly & Associates Inc.](https://holderbook.com/funds/1759578-crumly-associates-inc/) | $879.9K | 18,385 | 0.2% | 28 |
| [Financial Enhancement Group LLC](https://holderbook.com/funds/1641438-financial-enhancement-group-llc/) | $481.5K | 10,095 | 0.1% | 6 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $422.4K | 8,826 | 0.0% | 11 |
| [Legacy Private Trust Co.](https://holderbook.com/funds/1352547-legacy-private-trust-co/) | $307.5K | 6,426 | 0.0% | 32 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $288.2K | 6,022 | 0.0% | 10 |
| [TrueWealth Advisors, LLC](https://holderbook.com/funds/1817714-truewealth-advisors-llc/) | $279.2K | 5,833 | 0.1% | 8 |
| [GoalVest Advisory LLC](https://holderbook.com/funds/1839307-goalvest-advisory-llc/) | $33.0K | 689 | 0.0% | 3 |
| [Polaris Financial Partners](https://holderbook.com/funds/2103435-polaris-financial-partners/) | $6 | 125 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 12 | $18.4M |
| Q2 2026 | 309 | $1.6B |
| Q1 2026 | 296 | $1.6B |
| Q4 2025 | 308 | $1.5B |
| Q3 2025 | 283 | $1.4B |
| Q2 2025 | 299 | $1.5B |
| Q1 2025 | 306 | $1.6B |
| Q4 2024 | 312 | $1.5B |
| Q3 2024 | 302 | $1.6B |
| Q2 2024 | 299 | $1.5B |
| Q1 2024 | 296 | $1.8B |
| Q4 2023 | 298 | $1.6B |