Institutional Ownership
First Tr Exch Traded Fd III
CUSIP 33739P822NEW YORK MUNIFMNYQ1 2026
13D / 13G Filings
5
Schedule 13D/13G on record
Beneficial Filers
2
Distinct reporting persons
Largest Stake
25.0%
Max % of class reported
Institutional Holders
21
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
5 filings · latest Jul 21, 2025
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Jul 21, 2025 | First Trust Portfolios L.P. | 13G/A | 4.9% | 39.1K | SEC |
| 2 | Jul 12, 2024 | First Trust Portfolios LP | 13G/A | 8.7% | 61.1K | SEC |
| 3 | Jan 19, 2024 | First Trust Portfolios LP | 13G/A | 12.4% | 74.6K | SEC |
| 4 | Jan 10, 2023 | First Trust Portfolios LP | 13G/A | 17.0% | 85.1K | SEC |
| 5 | Jun 10, 2022 | First Trust Portfolios LP | 13G | 25.0% | 100.0K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Magnus Financial Group LLC | 365.6K | $9.66M |
| 2 | Hennion & Walsh Asset Management, Inc. | 179.7K | $4.75M |
| 3 | Flynn Zito Capital Management, LLC | 152.7K | $4.04M |
| 4 | Jane Street Group, LLC | 41.6K | $1.10M |
| 5 | Osaic Holdings, Inc. | 33.1K | $873.9K |
| 6 | Cetera Investment Advisers | 27.7K | $731.9K |
| 7 | Citadel Advisors LLC | 27.6K | $728.4K |
| 8 | Commonwealth Equity Services, LLC | 19.6K | $517.2K |
| 9 | Naples Global Advisors, LLC | 16.2K | $428.2K |
| 10 | Platform Technology Partners | 14.9K | $394.9K |