Latest imported 13F data
FUMB

FIRST TR EXCH TRADED FD III

Institutional Ownership · Q4 2025

Filing: Q4 2025

FIRST TR EXCH TRADED FD III (FUMB) is held by 105 institutional investors with combined holdings of $174M. Major holders include LPL Financial LLC, MORGAN STANLEY, WELLS FARGO & COMPANY/MN.

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Institutional Holders
105
Total Value
$173.9M
Ownership %
—

🏦 Top Institutional Holders

LPL Financial LLC
1.1M shares
$21.3M
MORGAN STANLEY
748.1K shares
$15.0M
WELLS FARGO & COMPANY/MN
688.3K shares
$13.8M
NewEdge Advisors, LLC
660.9K shares
$13.3M
XML Financial, LLC
476.3K shares
$9.6M

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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