Institutional Ownership
First Tr Exch Traded Fd III
CUSIP 33739P202EME MRK BD ETFFEMBQ1 2026
13D / 13G Filings
21
Schedule 13D/13G on record
Beneficial Filers
2
Distinct reporting persons
Largest Stake
44.9%
Max % of class reported
Institutional Holders
101
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
21 filings · latest Jan 20, 2026
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Jan 20, 2026 | First Trust Portfolios L.P. | 13G/A | 24.3% | 2.47M | SEC |
| 2 | Oct 22, 2025 | First Trust Portfolios L.P. | 13G/A | 26.3% | 2.31M | SEC |
| 3 | Aug 7, 2025 | First Trust Portfolios L.P. | 13G/A | 30.3% | 2.24M | SEC |
| 4 | Jul 21, 2025 | First Trust Portfolios L.P. | 13G/A | 38.1% | 2.17M | SEC |
| 5 | Feb 7, 2025 | First Trust Portfolios L.P. | 13G/A | 40.6% | 2.22M | SEC |
| 6 | Jan 7, 2025 | First Trust Portfolios L.P. | 13G/A | 30.6% | 2.13M | SEC |
| 7 | Jul 8, 2024 | First Trust Portfolios LP | 13G/A | 25.5% | 1.33M | SEC |
| 8 | Jan 19, 2024 | First Trust Portfolios LP | 13G/A | 15.7% | 798.6K | SEC |
| 9 | Aug 8, 2023 | First Trust Portfolios LP | 13G/A | 17.1% | 890.7K | SEC |
| 10 | May 9, 2023 | First Trust Portfolios LP | 13G/A | 22.7% | 1.02M | SEC |
11 more beneficial-ownership filings on Premium
See the full Schedule 13D/13G history for First Tr Exch Traded Fd III.
Unlock full historyTop Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Morgan Stanley | 1.67M | $48.03M |
| 2 | Lpl Financial LLC | 1.42M | $40.83M |
| 3 | Csenge Advisory Group | 392.5K | $11.28M |
| 4 | Wells Fargo & Company/Mn | 333.4K | $9.58M |
| 5 | Osaic Holdings, Inc. | 329.2K | $9.46M |
| 6 | First Trust Advisors LP | 319.7K | $9.19M |
| 7 | Marshall Financial Group, LLC | 312.2K | $8.97M |
| 8 | Concurrent Investment Advisors, LLC | 271.6K | $7.80M |
| 9 | Raymond James Financial Inc | 251.4K | $7.22M |
| 10 | Elequin Capital, LP | 153.6K | $6.71M |