Institutional Ownership
First Tr Exch Traded Fd III
CUSIP 33739P830SHRT DUR MNG MUNFSMBQ1 2026
Institutional Holders
138
13F filers
Shares Held
22.95M
Aggregate institutional
Institutional Value
$447.88M
Q1 2026
Net New Holders
+2
16 new · 14 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions16
Increased64
Decreased39
Sold out14
Institutional Holders
138 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 5.15M | $102.72M | +733.6K | Added |
| 2 | Lpl Financial LLC | 2.27M | $45.26M | +844.7K | Added |
| 3 | Rmr Wealth Builders | 1.08M | $21.50M | +54.0K | Added |
| 4 | Corient Private Wealth LLC | 1.05M | $21.01M | −172.6K | Reduced |
| 5 | Hightower Advisors, LLC | 949.4K | $18.95M | +69.4K | Added |
| 6 | Pfs Partners, LLC | 685.3K | $13.68M | −2.3K | Reduced |
| 7 | Ubs Group AG | 678.1K | $13.54M | −7.8K | Reduced |
| 8 | Truwealth Advisors, LLC | 668.6K | $13.35M | +49.1K | Added |
| 9 | Cetera Investment Advisers | 552.0K | $11.02M | +337.5K | Added |
| 10 | Rockefeller Capital Management L.P. | 509.8K | $10.18M | +31.8K | Added |
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