FSMB FIRST TR EXCH TRADED FD III: institutional ownership and insider trading

145 funds reported holding $548M of FIRST TR EXCH TRADED FD III in their latest 13F filings; in Q2 2026 funds net bought $59.1M, with 15 new positions and 16 funds selling out.

Largest institutional holders of FSMB

  1. MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) — $105M
  2. LPL Financial LLC — $49.9M
  3. RMR Wealth Builders — $23.8M
  4. HighTower Advisors, LLC — $17.9M
  5. Corient Private Wealth LP — $17.1M
  6. COMMONWEALTH EQUITY SERVICES, LLC — $14.6M
  7. UBS Group AG (UBS) — $14.3M
  8. Waverly Advisors, LLC — $14.0M
  9. TruWealth Advisors, LLC — $13.3M
  10. RAYMOND JAMES FINANCIAL INC (RJF, RJF-PB) — $13.2M

All FSMB 13F holders