FUMB
FIRST TR EXCH TRADED FD III
Institutional Ownership · Q4 2025
Filing: Q4 2025FIRST 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 (MS, MS-P, WELLS FARGO & COMPANY/MN .
Institutional Holders
105
Total Value
$173.9M
Ownership %
—
🏦 Top Institutional Holders
LPL Financial LLC
1.1M shares
$21.3M
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ)
748.1K shares
$15.0M
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ)
688.3K shares
$13.8M
NewEdge Advisors, LLC
660.9K shares
$13.3M
XML Financial, LLC
476.3K shares
$9.6M