# FIRST TR EXCH TRADED FD III (HSMV)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/HSMV/

- Reporting holders: 17
- Reported value: $51.4M
- 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 |
|---|---|---|---|---|
| [ENVESTNET ASSET MANAGEMENT INC](https://holderbook.com/funds/1407543-envestnet-asset-management-inc/) | $21.9M | 571,694 | 0.0% | 25 |
| [Cetera Investment Advisers](https://holderbook.com/funds/1666741-cetera-investment-advisers/) | $7.2M | 188,638 | 0.0% | 15 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $6.8M | 178,434 | 0.0% | 14 |
| [Bank of New York Mellon Corp](https://holderbook.com/funds/1390777-bank-of-new-york-mellon-corp/) | $5.9M | 153,389 | 0.0% | 10 |
| [Cambridge Investment Research Advisors, Inc.](https://holderbook.com/funds/1419186-cambridge-investment-research-advisors-inc/) | $5.8M | 151,753 | 0.0% | 25 |
| [Tower Research Capital LLC (TRC)](https://holderbook.com/funds/1533421-tower-research-capital-llc-trc/) | $1.6M | 42,691 | 0.0% | 18 |
| [Orion Porfolio Solutions, LLC](https://holderbook.com/funds/1360533-orion-porfolio-solutions-llc/) | $1.1M | 27,475 | 0.0% | 14 |
| [PRINCIPAL SECURITIES, INC.](https://holderbook.com/funds/12600-principal-securities-inc/) | $631.9K | 16,509 | 0.0% | 11 |
| [CERTIOR FINANCIAL GROUP, LLC](https://holderbook.com/funds/2055620-certior-financial-group-llc/) | $288.7K | 7,544 | 0.2% | 7 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $160.3K | 4,187 | 0.0% | 24 |
| [Silver Grove Financial Group, Inc.](https://holderbook.com/funds/2111172-silver-grove-financial-group-inc/) | $16.0K | 417 | 0.0% | 1 |
| [INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC](https://holderbook.com/funds/1818604-international-assets-investment-management-llc/) | $10.9K | 286 | 0.0% | 3 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $10.6K | 278 | 0.0% | 5 |
| [Truvestments Capital LLC](https://holderbook.com/funds/1750405-truvestments-capital-llc/) | $8.7K | 227 | 0.0% | 8 |
| [US BANCORP \DE\](https://holderbook.com/funds/36104-us-bancorp-de/) | $4.7K | 123 | 0.0% | 1 |
| [Horizon Investments, LLC](https://holderbook.com/funds/1560717-horizon-investments-llc/) | $2.4K | 64 | 0.0% | 14 |
| [Russell Investments Group, Ltd.](https://holderbook.com/funds/1692234-russell-investments-group-ltd/) | $36 | 1 | 0.0% | 6 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 17 | $51.4M |
| Q1 2026 | 16 | $34.2M |
| Q4 2025 | 17 | $33.5M |
| Q3 2025 | 17 | $31.9M |
| Q2 2025 | 17 | $25.9M |
| Q1 2025 | 19 | $28.7M |
| Q4 2024 | 19 | $27.3M |
| Q3 2024 | 19 | $27.8M |
| Q2 2024 | 16 | $24.1M |
| Q1 2024 | 18 | $24.4M |
| Q4 2023 | 18 | $22.9M |
| Q3 2023 | 17 | $22.4M |