Question 1

Who owns FUMB?

Accepted Answer

FIRST TR EXCH TRADED FD III (FUMB) is held by 32 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is LPL Financial LLC as of Q1 2026.

Question 2

Are institutions buying or selling FUMB?

Accepted Answer

In Q1 2026, 20 institutions opened or increased positions in FIRST TR EXCH TRADED FD III while 12 reduced or exited — a net buying quarter.

Question 3

What is the Smart Money Verdict on FUMB?

Accepted Answer

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for FIRST TR EXCH TRADED FD III.

Question 4

How many hedge funds hold FUMB?

Accepted Answer

32 institutional investors report holding FIRST TR EXCH TRADED FD III (FUMB) as of Q1 2026, based on SEC 13F filings.

Question 5

Is institutional money flowing into FUMB?

Accepted Answer

As of Q1 2026, tracked institutions in FIRST TR EXCH TRADED FD III show 20 buyers versus 12 sellers — net inflows.

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	879,542(+16.4%)	$17.6M	0.0%	+7.19%	33
MORGAN STANLEY	Decreased	661,210(-8.2%)	$13.3M	0.0%	+4.01%	0
WELLS FARGO & COMPANY/MN	Decreased	649,421(-5.6%)	$13M	0.0%	+2.68%	0
ROYAL BANK OF CANADA	Decreased	345,999(-0.4%)	$6.9M	0.0%	+2.66%	0
COMMONWEALTH EQUITY SERVICES, LLC	Increased	291,453(+30.5%)	$5.8M	0.0%	+6.37%	34
RAYMOND JAMES FINANCIAL INC	Increased	276,925(+5.7%)	$5.6M	0.0%	+2.78%	29
JPMORGAN CHASE & CO	Increased	275,352(+15.2%)	$5.5M	0.0%	+1.77%	31
NewEdge Advisors, LLC	Decreased	273,506(-58.6%)	$5.5M	0.0%	+7.35%	0
UBS Group AG	Increased	212,193(+1.9%)	$4.3M	0.0%	+3.13%	27
OSAIC HOLDINGS, INC.	Decreased	181,838(-20.0%)	$3.6M	0.0%	+6.30%	0
Rockefeller Capital Management L.P.	Increased	130,394(+4.8%)	$2.6M	0.0%	+5.12%	27
Kestra Advisory Services, LLC	Increased	124,580(+16.2%)	$2.5M	0.0%	+4.36%	30
Baird Financial Group, Inc.	Increased	124,370(+6.4%)	$2.5M	0.0%	+0.91%	28
TRUIST FINANCIAL CORP	Decreased	110,166(-5.3%)	$2.2M	0.0%	+1.68%	0
ENVESTNET ASSET MANAGEMENT INC	Decreased	93,992(-0.2%)	$1.9M	0.0%	+3.26%	0
Cetera Investment Advisers	Increased	91,931(+1.6%)	$1.8M	0.0%	+4.79%	26
Sanctuary Advisors, LLC	Increased	65,048(+0.3%)	$1.3M	0.0%	+4.56%	25
JANE STREET GROUP, LLC	Increased	58,093(+140.5%)	$1.2M	0.0%	+0.05%	41
Private Advisor Group, LLC	Increased	43,324(+0.1%)	$868,648	0.0%	+9.48%	25
CITADEL ADVISORS LLC	Increased	41,537(+144.0%)	$832,817	0.0%	+0.28%	40

FIRST TR EXCH TRADED FD III

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