FIRST TR EXCH TRADED FD III (FUMB) is held by 30 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is MORGAN STANLEY as of Q2 2026.

Are institutions buying or selling FUMB?

In Q2 2026, 16 institutions opened or increased positions in FIRST TR EXCH TRADED FD III while 15 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on FUMB?

HoldingsIntel scores FIRST TR EXCH TRADED FD III across four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) — with 1 of the 4 carrying data for FUMB. In Q2 2026, the institutional leg showed net inflows: 16 buying versus 15 selling.

How many hedge funds hold FUMB?

30 institutional investors report holding FIRST TR EXCH TRADED FD III (FUMB) as of Q2 2026, based on SEC 13F filings.

Is institutional money flowing into FUMB?

As of Q2 2026, tracked institutions in FIRST TR EXCH TRADED FD III show 16 buyers versus 15 sellers — net inflows.

FIRST TR EXCH TRADED FD III

FUMB·33740J104·US·ETF

Holders

(3 Elite)

$108.6M

Total Value

52% (31)

Consensus

16 buying - 15 selling

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

Smart Money Verdict

View all

Held by 30 funds

3 elite

Who's Trading

Source dates: Price Oct 12, 2026 · Insiders none · Activists none · Congress none

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

Checking access…

	Action
MORGAN STANLEY	Increased	778,240(+17.7%)	$15.6M	0.0%	+3.96%	33
WELLS FARGO & COMPANY/MN	Increased	669,696(+3.1%)	$13.4M	0.0%	+3.73%	29
LPL Financial LLC	Decreased	652,475(-25.8%)	$13.1M	0.0%	+7.94%	0
COMMONWEALTH EQUITY SERVICES, LLC	Increased	646,309(+121.8%)	$13M	0.0%	+2.87%	45
ROYAL BANK OF CANADA	Increased	348,015(+0.6%)	$7M	0.0%	+2.86%	27
OSAIC HOLDINGS, INC.	Increased	344,084(+89.2%)	$6.9M	0.0%	+3.42%	43
RAYMOND JAMES FINANCIAL INC	Increased	337,934(+22.0%)	$6.8M	0.0%	+2.74%	33
NewEdge Advisors, LLC	Decreased	256,610(-6.2%)	$5.1M	0.0%	+8.15%	0
UBS Group AG	Increased	229,246(+8.0%)	$4.6M	0.0%	+3.49%	29
JPMORGAN CHASE & CO	Decreased	171,091(-37.9%)	$3.4M	0.0%	+3.25%	0
Kestra Advisory Services, LLC	Increased	141,231(+13.4%)	$2.8M	0.0%	+4.38%	30
Rockefeller Capital Management L.P.	Decreased	125,283(-3.9%)	$2.5M	0.0%	+3.92%	0
Baird Financial Group, Inc.	Unchanged	124,370	$2.5M	0.0%	+1.66%	0
TRUIST FINANCIAL CORP	Decreased	94,740(-14.0%)	$1.9M	0.0%	+2.37%	0
Cetera Investment Advisers	Decreased	89,304(-2.9%)	$1.8M	0.0%	+5.54%	0
ENVESTNET ASSET MANAGEMENT INC	Decreased	79,473(-15.4%)	$1.6M	0.0%	+4.02%	0
Sanctuary Advisors, LLC	Increased	69,073(+6.2%)	$1.4M	0.0%	+3.28%	27
GOLDMAN SACHS GROUP INC	Increased	44,651(+82.0%)	$895,476	0.0%	+0.07%	38
Private Advisor Group, LLC	Decreased	39,887(-7.9%)	$799,927	0.0%	+10.34%	0
BENJAMIN EDWARDS INC	Increased	28,571(+32.7%)	$572,982	0.0%	+1.08%	31

Showing 1-20 of 33

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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

FIRST TR EXCH TRADED FD III

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