FIRST TR EXCH TRADED FD III

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FSMB·33739P830·US·ETF·Unknown - Unknown-13D/G

FSMB (FIRST TR EXCH TRADED FD III) is held by 41 institutional investors as of Q2 2026. Largest holders: MORGAN STANLEY ($104.9M), LPL Financial LLC ($49.9M), HighTower Advisors, LLC ($17.9M). Net institutional sentiment: Bullish.

41

Holders

(6 Elite)

$351.9M

Total Value

77% (43)

Consensus

33 buying - 10 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)71

Insider (Form 4)74

Activist (13D/13G)78

Congressional (STOCK Act)84

Holder Quality

55

★★★★★

Elite

71

★★★★

Strong

63

★★★

Solid

21

★★

Below

56

★

Weak

Held by 41 funds

6 elite

Who's Trading

Source dates: Price Aug 27, 2026 · Insiders none · Activists Jan 30, 2026 · Congress none

ActivistFTFirst Trust Portfolios L.P.5.6%Jan 30, 2026

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Top Holders

Top Holders (41)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Increased	5.2M(+1.9%)	$104.9M	0.0%	+5.33%	31
LPL Financial LLC	Increased	2.5M(+10.1%)	$49.9M	0.0%	+4.94%	32
HighTower Advisors, LLC	Decreased	896,202(-5.6%)	$17.9M	0.0%	+7.70%	0
Corient Private Wealth LP	Decreased	857,020(-18.6%)	$17.1M	0.0%	+1.33%	0
COMMONWEALTH EQUITY SERVICES, LLC	Increased	730,841(+167.5%)	$14.6M	0.0%	+1.04%	45
UBS Group AG	Increased	713,289(+5.2%)	$14.3M	0.0%	+7.83%	30
WAWaverly Advisors, LLC	New	701,965	$14M	0.1%	-0.29%	39
RAYMOND JAMES FINANCIAL INC	Increased	657,968(+42.9%)	$13.2M	0.0%	+3.26%	38
Cetera Investment Advisers	Increased	593,655(+7.5%)	$11.9M	0.0%	+2.72%	30
Rockefeller Capital Management L.P.	Increased	523,415(+2.7%)	$10.5M	0.0%	+3.80%	28
NewEdge Advisors, LLC	Decreased	511,049(-3.8%)	$10.2M	0.0%	+5.40%	0
OSAIC HOLDINGS, INC.	Increased	447,272(+118.7%)	$8.9M	0.0%	+2.73%	44
WELLS FARGO & COMPANY/MN	Increased	418,603(+1.1%)	$8.4M	0.0%	+4.73%	28
ENVESTNET ASSET MANAGEMENT INC	Increased	389,403(+3.1%)	$7.8M	0.0%	+6.94%	28
ROYAL BANK OF CANADA	Increased	354,639(+9.8%)	$7.1M	0.0%	+3.60%	30
JPMORGAN CHASE & CO	Increased	297,628(+41.6%)	$5.9M	0.0%	+2.12%	36
Allworth Financial LP	Increased	283,413(+28.9%)	$5.7M	0.0%	+5.05%	34
STIFEL FINANCIAL CORP	Increased	221,365(+14.9%)	$4.4M	0.0%	+6.99%	31
JANE STREET GROUP, LLC	Increased	200,133(+1067.4%)	$4M	0.0%	-0.17%	43
MML INVESTORS SERVICES, LLC	Increased	158,133(+15.1%)	$3.2M	0.0%	+6.49%	30

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FSMBFIRST TR EXCH TRADED FD III

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Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer