Institutional Ownership
First Tr Exch Traded Fd III
CUSIP 33739P830SHRT DUR MNG MUNFSMBQ1 2026
13D / 13G Filings
1
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
5.6%
Max % of class reported
Institutional Holders
138
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
1 filings · latest Jan 30, 2026
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Jan 30, 2026 | First Trust Portfolios L.P. | 13G | 5.6% | 1.42M | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Morgan Stanley | 5.15M | $102.72M |
| 2 | Lpl Financial LLC | 2.27M | $45.26M |
| 3 | Rmr Wealth Builders | 1.08M | $21.50M |
| 4 | Corient Private Wealth LLC | 1.05M | $21.01M |
| 5 | Hightower Advisors, LLC | 949.4K | $18.95M |
| 6 | Pfs Partners, LLC | 685.3K | $13.68M |
| 7 | Ubs Group AG | 678.1K | $13.54M |
| 8 | Truwealth Advisors, LLC | 668.6K | $13.35M |
| 9 | Cetera Investment Advisers | 552.0K | $11.02M |
| 10 | Rockefeller Capital Management L.P. | 509.8K | $10.18M |