Institutional Ownership
First Tr Exch Traded Fd III
CUSIP 33739P202EME MRK BD ETFFEMBQ1 2026
Institutional Holders
101
13F filers
Shares Held
8.43M
Aggregate institutional
Institutional Value
$231.02M
Q1 2026
Net New Holders
+16
24 new · 8 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions24
Increased51
Decreased18
Sold out8
Institutional Holders
101 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 1.67M | $48.03M | +164.4K | Added |
| 2 | Lpl Financial LLC | 1.42M | $40.83M | +238.7K | Added |
| 3 | Csenge Advisory Group | 392.5K | $11.28M | +154.7K | Added |
| 4 | Wells Fargo & Company/Mn | 333.4K | $9.58M | −833 | Reduced |
| 5 | Osaic Holdings, Inc. | 329.2K | $9.46M | +165.7K | Added |
| 6 | First Trust Advisors LP | 319.7K | $9.19M | +63.5K | Added |
| 7 | Marshall Financial Group, LLC | 312.2K | $8.97M | +312.2K | New |
| 8 | Concurrent Investment Advisors, LLC | 271.6K | $7.80M | +251.1K | Added |
| 9 | Raymond James Financial Inc | 251.4K | $7.22M | +149.9K | Added |
| 10 | Elequin Capital, LP | 153.6K | $6.71M | +147.6K | Added |
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