FIRST TR EXCH TRADED FD III

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FUMB·33740J104·US·ETF·Unknown - Unknown

FUMB (FIRST TR EXCH TRADED FD III) is held by 30 institutional investors as of Q2 2026. Largest holders: MORGAN STANLEY ($15.6M), WELLS FARGO & COMPANY/MN ($13.4M), LPL Financial LLC ($13.1M). Net institutional sentiment: Mixed.

30

Holders

(3 Elite)

$108.1M

Total Value

53% (32)

Consensus

17 buying - 15 selling

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

Smart Money Verdict

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Institutional (13F)83

Insider (Form 4)81

Activist (13D/13G)54

Congressional (STOCK Act)40

Holder Quality

21

★★★★★

Elite

89

★★★★

Strong

29

★★★

Solid

67

★★

Below

58

★

Weak

Held by 30 funds

3 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for FUMB.

Top Holders

Top Holders (30)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Increased	778,240(+17.7%)	$15.6M	0.0%	+4.43%	33
WELLS FARGO & COMPANY/MN	Increased	669,696(+3.1%)	$13.4M	0.0%	+3.72%	29
LPL Financial LLC	Decreased	652,475(-25.8%)	$13.1M	0.0%	+8.42%	0
COMMONWEALTH EQUITY SERVICES, LLC	Increased	646,309(+121.8%)	$13M	0.0%	+3.33%	45
ROYAL BANK OF CANADA	Increased	348,015(+0.6%)	$7M	0.0%	+3.32%	27
OSAIC HOLDINGS, INC.	Increased	344,084(+89.2%)	$6.9M	0.0%	+3.89%	43
RAYMOND JAMES FINANCIAL INC	Increased	337,934(+22.0%)	$6.8M	0.0%	+3.20%	33
NewEdge Advisors, LLC	Decreased	256,610(-6.2%)	$5.1M	0.0%	+8.63%	0
UBS Group AG	Increased	229,246(+8.0%)	$4.6M	0.0%	+3.96%	29
JPMORGAN CHASE & CO	Decreased	171,091(-37.9%)	$3.4M	0.0%	+2.53%	0
Kestra Advisory Services, LLC	Increased	141,231(+13.4%)	$2.8M	0.0%	+4.85%	30
Rockefeller Capital Management L.P.	Decreased	125,283(-3.9%)	$2.5M	0.0%	+4.39%	0
Baird Financial Group, Inc.	Unchanged	124,370	$2.5M	0.0%	+2.12%	0
TRUIST FINANCIAL CORP	Decreased	94,740(-14.0%)	$1.9M	0.0%	+2.83%	0
Cetera Investment Advisers	Decreased	89,304(-2.9%)	$1.8M	0.0%	+6.02%	0
ENVESTNET ASSET MANAGEMENT INC	Decreased	79,473(-15.4%)	$1.6M	0.0%	+4.49%	0
Sanctuary Advisors, LLC	Increased	69,073(+6.2%)	$1.4M	0.0%	+3.75%	27
GOLDMAN SACHS GROUP INC	Increased	44,651(+82.0%)	$895,476	0.0%	+0.52%	38
Private Advisor Group, LLC	Decreased	39,887(-7.9%)	$799,927	0.0%	+10.84%	0
BENJAMIN EDWARDS INC	Increased	28,571(+32.7%)	$572,982	0.0%	+1.53%	31

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FUMBFIRST TR EXCH TRADED FD III

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

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