FIRST TR EXCH TRADED FD III (FMHI)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
184
Reporting holders
$699.8M
Reported value
0.0%
Held as options
+7
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $72.7M | 1,503,752 | 0.12% | 13q | +13.0%+$8.4M |
| MORGAN STANLEY | $68.3M | 1,407,555 | 0.00% | 26q | -0.6%-$419.4K |
| WELLS FARGO & COMPANY/MN | $57.2M | 1,179,422 | 0.01% | 23q | -46.9%-$50.4M |
| LPL Financial LLC | $56.5M | 1,164,558 | 0.01% | 31q | +5.8%+$3.1M |
| BANK OF AMERICA CORP /DE/ | $38.7M | 798,191 | 0.00% | 31q | HELD |
| Meeder Advisory Services, Inc. | $27.8M | 572,777 | 1.02% | 9q | +5.6%+$1.5M |
| Cetera Investment Advisers | $19.5M | 401,181 | 0.02% | 23q | +11.7%+$2.0M |
| Vise Technologies, Inc. | $19.3M | 398,018 | 0.22% | 5q | +240.8%+$13.6M |
| UBS Group AG | $18.3M | 376,746 | 0.00% | 19q | +13.4%+$2.2M |
| Financial Partners Group, Inc | $17.2M | 355,392 | 1.75% | 15q | +49.4%+$5.7M |
| CITIGROUP INC | $16.8M | 345,764 | 0.01% | 21q | -12.3%-$2.3M |
| RAYMOND JAMES FINANCIAL INC | $14.9M | 306,655 | 0.00% | 7q | -1.2%-$182.1K |
| NewEdge Advisors, LLC | $14.4M | 296,778 | 0.04% | 31q | +25.8%+$3.0M |
| Manhattan West Asset Management, LLC | $13.1M | 269,771 | 2.18% | 14q | +18.3%+$2.0M |
| OSAIC HOLDINGS, INC. | $12.2M | 250,956 | 0.01% | 26q | +24.7%+$2.4M |
| JPMORGAN CHASE & CO | $10.9M | 223,575 | 0.00% | 12q | +17.8%+$1.6M |
| Principle Wealth Partners LLC | $10.8M | 222,961 | 0.53% | 11q | -0.8%-$87.1K |
| ROYAL BANK OF CANADA | $10.4M | 213,508 | 0.00% | 31q | +57.6%+$3.8M |
| EnRich Financial Partners LLC | $9.1M | 187,384 | 2.16% | 11q | +4.7%+$407.5K |
| JANE STREET GROUP, LLC | $8.9M | 183,026 | 0.00% | 2q | +210.7%+$6.0M |
| Rockefeller Capital Management L.P. | $7.0M | 144,709 | 0.01% | 17q | +4.3%+$291.6K |
| HighTower Advisors, LLC | $6.6M | 136,772 | 0.01% | 11q | +5.0%+$317.4K |
| MML INVESTORS SERVICES, LLC | $5.8M | 118,821 | 0.01% | 15q | +19.9%+$956.2K |
| Ocean Park Asset Management, LLC | $5.6M | 116,300 | 0.27% | 6q | HELD |
| VAQUERO PRIVATE WEALTH, LTD | $4.9M | 101,674 | 1.01% | new | FIRST |
| Plan Group Financial, LLC | $4.9M | 101,321 | 1.01% | 6q | +5.9%+$274.9K |
| ENVESTNET ASSET MANAGEMENT INC | $4.5M | 93,322 | 0.00% | 27q | +10.2%+$418.0K |
| Cyndeo Wealth Partners, LLC | $4.5M | 92,000 | 0.21% | 15q | HELD |
| ASHTON THOMAS SECURITIES, LLC | $4.1M | 83,662 | 0.60% | 9q | -42.8%-$3.0M |
| COMMONWEALTH EQUITY SERVICES, LLC | $4.0M | 83,319 | 0.01% | 28q | +47.3%+$1.3M |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $3.8M | 77,917 | 0.23% | 7q | +18.9%+$601.1K |
| MBL Wealth, LLC | $3.8M | 77,605 | 0.26% | 13q | -1.2%-$43.9K |
| Private Advisor Group, LLC | $3.6M | 74,899 | 0.02% | 31q | -16.3%-$705.6K |
| Cornerstone Wealth Management, LLC | $3.6M | 73,438 | 0.15% | 12q | -6.0%-$226.3K |
| Equitable Holdings, Inc. | $3.5M | 71,455 | 0.02% | 15q | -3.5%-$126.5K |
| AJ Advisors, LLC | $3.0M | 62,460 | 0.94% | new | NEW |
| D.A. DAVIDSON & CO. | $2.8M | 57,287 | 0.02% | 15q | +15.4%+$370.5K |
| TRUIST FINANCIAL CORP | $2.7M | 56,275 | 0.00% | 27q | -6.7%-$195.4K |
| Atlas Private Wealth Advisors | $2.7M | 56,091 | 0.60% | 20q | -9.4%-$282.6K |
| RFG Advisory, LLC | $2.6M | 54,039 | 0.04% | 21q | +26.4%+$547.9K |
| OPPENHEIMER & CO INC | $2.6M | 54,013 | 0.03% | 9q | +5.4%+$133.6K |
| FIRST HORIZON CORP | $2.4M | 49,500 | 0.09% | 4q | HELD |
| Logan Stone Capital, LLC | $2.4M | 49,293 | 0.51% | new | NEW |
| Sequoia Financial Advisors, LLC | $2.2M | 45,272 | 0.01% | 4q | -10.4%-$254.3K |
| Integrated Wealth Concepts LLC | $2.0M | 41,241 | 0.01% | 11q | +33.6%+$503.1K |
| IFP Advisors, Inc | $2.0M | 41,153 | 0.04% | 26q | +13.3%+$234.7K |
| Sanctuary Advisors, LLC | $2.0M | 40,393 | 0.01% | 9q | +88.6%+$920.0K |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | $1.9M | 39,441 | 1.00% | 3q | +2.2%+$42.0K |
| Mutual Advisors, LLC | $1.8M | 37,338 | 0.03% | 25q | +2.3%+$40.1K |
| Vestmark Advisory Solutions, Inc. | $1.8M | 36,758 | 0.02% | 4q | -1.3%-$24.1K |
| ELEVATION POINT WEALTH PARTNERS, LLC | $1.8M | 36,758 | 0.03% | 4q | -1.3%-$24.1K |
| Avior Wealth Management, LLC | $1.8M | 36,756 | 0.05% | 2q | -28.9%-$722.9K |
| ROCKLAND TRUST CO | $1.7M | 35,296 | 0.07% | 17q | -1.5%-$25.3K |
| Concurrent Investment Advisors, LLC | $1.6M | 33,984 | 0.01% | 11q | +112.9%+$873.8K |
| AMERIPRISE FINANCIAL INC | $1.6M | 33,503 | 0.00% | new | NEW |
| STIFEL FINANCIAL CORP | $1.6M | 33,499 | 0.00% | 10q | +33.3%+$405.5K |
| ShoreHaven Wealth Partners, LLC | $1.6M | 33,442 | 0.51% | 12q | -1.9%-$31.3K |
| Main Street Financial Solutions, LLC | $1.5M | 31,677 | 0.10% | 4q | +3.4%+$50.6K |
| Spartan Wealth Advisory Services LLC | $1.5M | 31,597 | 0.13% | 2q | -6.4%-$104.7K |
| Stonebridge Financial Planning Group, LLC | $1.5M | 30,128 | 0.47% | 3q | +70.6%+$604.4K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $1.4M | 29,611 | 0.02% | 15q | -0.5%-$7.3K |
| Boyce & Associates Wealth Consulting, Inc. | $1.4M | 29,177 | 0.98% | 7q | -2.3%-$33.9K |
| Curran Financial Partners, LLC | $1.4M | 28,207 | 0.20% | 7q | +73.4%+$579.2K |
| OneDigital Investment Advisors LLC | $1.3M | 27,642 | 0.01% | 9q | +11.3%+$135.7K |
| Arax Advisory Partners | $1.3M | 27,282 | 0.01% | 3q | +6.6%+$82.2K |
| HARBOUR INVESTMENTS, INC. | $1.3M | 27,271 | 0.02% | 21q | +7.3%+$89.6K |
| Hobart Private Capital, LLC | $1.3M | 26,834 | 0.22% | 11q | +26.4%+$272.0K |
| GSG Advisors LLC | $1.3M | 26,574 | 0.28% | 12q | -3.7%-$49.2K |
| Arkadios Wealth Advisors | $1.3M | 26,281 | 0.02% | 3q | +219.8%+$875.9K |
| Ameritas Advisory Services, LLC | $1.2M | 25,637 | 0.03% | new | NEW |
| Signal Advisors Wealth, LLC | $1.2M | 25,392 | 0.06% | 2q | HELD |
| STEPHENS INC /AR/ | $1.2M | 25,098 | 0.01% | 13q | -23.2%-$367.6K |
| Traction Financial Partners, LLC | $1.2M | 25,079 | 0.65% | 11q | +9.7%+$107.4K |
| Triton Wealth Management, PLLC | $1.1M | 23,317 | 0.35% | 25q | HELD |
| J.W. COLE ADVISORS, INC. | $1.1M | 23,174 | 0.02% | 5q | +71.5%+$468.3K |
| GREAT VALLEY ADVISOR GROUP, INC. | $1.1M | 22,926 | 0.02% | 20q | -56.5%-$1.4M |
| High Net Worth Advisory Group LLC | $1.1M | 22,488 | 0.23% | 15q | HELD |
| &PARTNERS | $1.1M | 22,267 | 0.00% | 3q | +32.4%+$264.3K |
| Stratos Wealth Partners, LTD. | $1.0M | 21,327 | 0.01% | 27q | +95.7%+$505.8K |
| Crumly & Associates Inc. | $995.8K | 20,536 | 0.19% | 14q | -70.2%-$2.3M |
| Platform Technology Partners | $929.6K | 19,172 | 0.15% | 23q | +0.6%+$5.1K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $906.5K | 18,695 | 0.04% | 19q | -2.4%-$22.5K |
| Boyd Wealth Management, LLC | $895.8K | 18,473 | 0.34% | 12q | +7.4%+$61.6K |
| Sowell Financial Services LLC | $869.1K | 17,923 | 0.03% | 7q | +0.5%+$4.4K |
| IFG Advisory, LLC | $867.8K | 17,897 | 0.03% | new | NEW |
| SEAMOUNT FINANCIAL GROUP INC | $842.8K | 17,381 | 0.34% | 7q | -7.9%-$71.9K |
| Capital Investment Advisory Services, LLC | $821.5K | 16,943 | 0.05% | 30q | +0.8%+$6.8K |
| Summit Financial, LLC | $797.2K | 16,440 | 0.01% | 4q | -79.0%-$3.0M |
| Milestones Private Investment Advisors LLC | $762.0K | 15,714 | 0.61% | 5q | HELD |
| Investors Portfolio Services LLC | $735.8K | 15,175 | 0.56% | 3q | -1.2%-$9.1K |
| Summit Wealth Partners, LLC | $728.3K | 15,020 | 0.10% | 11q | +4.3%+$30.0K |
| COUNTRY TRUST BANK | $725.1K | 14,954 | 0.01% | 19q | HELD |
| FIFTH THIRD BANCORP | $713.2K | 14,708 | 0.00% | 2q | -11.2%-$90.0K |
| Kestra Advisory Services, LLC | $690.6K | 14,241 | 0.00% | 24q | -8.5%-$64.1K |
| MERCER GLOBAL ADVISORS INC /ADV | $665.9K | 13,734 | 0.00% | new | NEW |
| WealthCare Investment Partners, LLC | $659.7K | 13,605 | 0.16% | 10q | -7.9%-$56.6K |
| KINGSWOOD WEALTH ADVISORS, LLC | $656.9K | 13,548 | 0.03% | 2q | HELD |
| Dakota Wealth Management | $593.4K | 12,237 | 0.01% | 3q | +68.8%+$241.8K |
| Keating Financial Advisory Services, Inc. | $566.4K | 11,680 | 0.07% | 3q | +15.4%+$75.5K |
| Allworth Financial LP | $556.6K | 11,478 | 0.00% | new | NEW |
Showing the largest 100 of 190 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 184 | $699.8M | 14,435,990 | 20 | 79 | 52 | 0.0% |
| Q1 2026 | 177 | $674.4M | 14,375,716 | 19 | 69 | 51 | 0.0% |
| Q4 2025 | 172 | $624.6M | 13,040,601 | 19 | 72 | 49 | 0.0% |
| Q3 2025 | 161 | $569.5M | 11,987,227 | 12 | 67 | 51 | 0.0% |
| Q2 2025 | 164 | $540.2M | 11,561,118 | 17 | 50 | 66 | 0.0% |
| Q1 2025 | 158 | $543.4M | 11,369,571 | 8 | 63 | 58 | 0.0% |
| Q4 2024 | 165 | $518.1M | 10,729,457 | 23 | 69 | 38 | 0.0% |
| Q3 2024 | 147 | $510.7M | 10,339,081 | 16 | 67 | 37 | 0.0% |
| Q2 2024 | 138 | $433.9M | 8,979,590 | 22 | 58 | 30 | 0.0% |
| Q1 2024 | 120 | $469.0M | 9,735,527 | 12 | 52 | 32 | 0.0% |
| Q4 2023 | 126 | $382.6M | 8,024,562 | 19 | 43 | 38 | 0.0% |
| Q3 2023 | 106 | $248.7M | 5,520,748 | 10 | 40 | 37 | 0.0% |
| Q2 2023 | 106 | $229.4M | 4,868,905 | 14 | 40 | 32 | 0.0% |
| Q1 2023 | 100 | $208.8M | 4,450,362 | 16 | 44 | 28 | 0.0% |
| Q4 2022 | 86 | $162.5M | 3,515,680 | 17 | 31 | 27 | 0.0% |
| Q3 2022 | 98 | $180.9M | 3,978,809 | 13 | 33 | 37 | 0.0% |
| Q2 2022 | 103 | $200.0M | 4,199,411 | 13 | 32 | 46 | 0.0% |
| Q1 2022 | 113 | $214.3M | 4,187,345 | 18 | 44 | 39 | 0.0% |
| Q4 2021 | 112 | $233.6M | 4,163,033 | 15 | 49 | 21 | 0.0% |
| Q3 2021 | 98 | $201.1M | 3,605,862 | 18 | 54 | 10 | 0.0% |
| Q2 2021 | 86 | $169.8M | 3,019,388 | 19 | 40 | 14 | 0.0% |
| Q1 2021 | 72 | $125.3M | 2,296,228 | 12 | 34 | 12 | 0.0% |
| Q4 2020 | 65 | $98.2M | 1,828,214 | 10 | 29 | 12 | 0.0% |
| Q3 2020 | 52 | $73.4M | 1,418,065 | 7 | 20 | 12 | 0.0% |
| Q2 2020 | 47 | $59.8M | 1,176,460 | 9 | 13 | 18 | 0.0% |
| Q1 2020 | 47 | $58.6M | 1,193,561 | 13 | 17 | 12 | 0.0% |
| Q4 2019 | 38 | $54.1M | 1,014,605 | 10 | 19 | 0 | 0.0% |
| Q3 2019 | 30 | $42.1M | 791,250 | 6 | 18 | 2 | 0.0% |
| Q2 2019 | 25 | $36.8M | 702,808 | 7 | 14 | 2 | 0.0% |
| Q1 2019 | 24 | $33.5M | 652,553 | 7 | 10 | 4 | 0.0% |
| Q4 2018 | 20 | $28.6M | 571,716 | 0 | 2 | 0 | 0.0% |