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Disclosery

FMB FIRST TR EXCH TRADED FD III

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MANAGD MUN ETF (fund)

280 managers (283 13F filers) reported a position in FMB shares at 2025-09-30, 28,264,140 shares in all. 19 filers opened a position and 29 filers sold out during the quarter.

Managers
280
13F filers
283
New
19
Added
106
Reduced
119
Sold out
29
Shares held by filers
28,264,140

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Maia Wealth LLC7,790$399K0.07%+2,84113F-HRTimeline
Patriot Financial Group Insurance Agenc…7,782$395K0.05%013F-HRTimeline
HRT FINANCIAL LP7,773$394K<0.01%-7,93113F-HRTimeline
SUTTON PLACE INVESTORS LLC7,619$386K0.22%-92113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …7,498$380K<0.01%+10013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\7,485$380K<0.01%013F-HRTimelineGroup
Mach-1 Financial Group, LLC7,378$374K0.06%new13F-HRTimeline
Integrity Advisory Solutions, LLC7,378$374K0.06%13F-HRTimeline
Cornerstone Wealth Management, LLC7,292$370K0.02%-5713F-HRTimeline
ShoreHaven Wealth Partners, LLC7,240$367K0.14%+82213F-HRTimeline
Alta Wealth Advisors LLC7,079$359K0.13%-9413F-HRTimeline
SeaCrest Wealth Management, LLC6,903$351K0.04%-80013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV6,830$346K<0.01%-1,13313F-HRTimeline
HBW ADVISORY SERVICES LLC6,508$330K0.04%+1,95613F-HRTimeline
Regal Investment Advisors LLC6,489$329K0.02%+65813F-HRTimeline
BEACON FINANCIAL GROUP6,451$327K0.03%new13F-HRTimeline
Bowman & Co S.C.6,362$323K0.14%-39513F-HRTimeline
TrueWealth Advisors, LLC6,357$322K0.09%+1,61013F-HRTimeline
Rehmann Capital Advisory Group6,308$320K0.02%-3,55313F-HRTimeline
Auour Investments LLC6,252$317K0.1%+88013F-HRTimeline
Wheelhouse Advisory Group LLC6,223$316K0.14%-42213F-HRTimeline
Kovack Advisors, Inc.6,150$312K0.03%-70013F-HRTimeline
GENTRY PRIVATE WEALTH, LLC6,033$306K0.21%new13F-HRTimeline
Coyle Financial Counsel LLC6,027$306K0.07%+66113F-HRTimeline
Plante Moran Financial Advisors, LLC5,926$300K0.02%013F-HRTimeline
Beacon Pointe Advisors, LLC5,773$293K<0.01%-37513F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC5,536$281K0.15%new13F-HRTimeline
GPS Wealth Strategies Group, LLC5,495$279K0.03%013F-HRTimeline
Purus Wealth Management, LLC5,394$274K0.09%-75913F-HRTimeline
OLD MISSION CAPITAL LLC5,377$273K0.01%-18,89513F-HRTimeline
Main Street Financial Solutions, LLC5,356$272K0.02%-10,80513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.5,218$265K0.01%-87213F-HRTimelineGroup
Icon Wealth Advisors, LLC5,128$260K0.02%+4413F-HRTimeline
Valmark Advisers, Inc.5,057$256K<0.01%-3,13313F-HRTimeline
McNamara Financial Services, Inc.5,051$256K0.05%-17813F-HRTimeline
Triumph Capital Management4,914$249K0.07%013F-HR/ATimeline
Financial Engines Advisors L.L.C.4,877$247K<0.01%new13F-HRTimeline
Owen LaRue, LLC4,814$244K0.1%new13F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC4,800$243K0.22%+20013F-HRTimeline
Catalina Capital Group, LLC4,707$239K0.15%+2413F-HRTimeline
QTR Family Wealth, LLC4,594$233K0.11%+3113F-HRTimeline
CFO4Life Group, LLC4,355$221K0.03%new13F-HRTimeline
Genesee Capital Advisors, LLC4,338$220K0.1%+2413F-HRTimeline
Strategic Wealth Partners, Ltd.4,323$219K0.02%new13F-HRTimeline
CONDOR CAPITAL MANAGEMENT4,285$217K0.02%013F-HRTimeline
CHIRON CAPITAL MANAGEMENT, LLC4,200$213K0.18%new13F-HRTimeline
PCG Wealth Advisors, LLC4,198$213K0.06%-4,79713F-HRTimeline
Pandora Wealth, Inc.3,300$167K0.1%-1,27913F-HRTimeline
Farther Finance Advisors, LLC3,052$155K<0.01%+47413F-HRTimeline
Pinnacle Bancorp, Inc.2,752$140K0.04%+20013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,474$125K<0.01%+69613F-HRTimelineGroup
Hanson & Doremus Investment Management2,233$113K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC1,924$97.6K0.03%+1613F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,831$92.8K<0.01%013F-HRTimelineGroup
Qube Research & Technologies Ltd1,767$89.6K<0.01%-74313F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.1,631$82.7K0.08%+1,08013F-HR/ATimeline
DUNCKER STREETT & CO INC1,380$70K0.01%013F-HRTimeline
CoreCap Advisors, LLC1,366$69.3K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.1,290$65.4K0.04%013F-HRTimeline
LANARK FINANCIAL, INC.1,176$59.6K<0.01%-1,20613F-HRTimeline
Cornerstone Planning Group LLC1,047$53.6K0.01%+613F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC1,014$51.4K0.01%+613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,003$50.9K<0.01%new13F-HRTimelineGroup
Pineridge Advisors LLC1,003$50.8K0.01%-3,13613F-HRTimeline
HAZLETT, BURT & WATSON, INC.900$45K0.02%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.830$42.1K0.01%-3013F-HRTimeline
AMERIFLEX GROUP, INC.786$39.9K0.01%new13F-HRTimeline
Tanglewood Legacy Advisors, LLC539$27.3K0.01%013F-HRTimeline
CENTRAL TRUST Co414$21K<0.01%013F-HRTimeline
Tidemark, LLC412$20.9K0.01%-20713F-HRTimeline
Wiser Advisor Group LLC290$14.7K0.02%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT210$10.6K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.183$9.3K<0.01%+113F-HRTimelineGroup
PFS Partners, LLC182$9.24K<0.01%-10,30313F-HRTimeline
Rossby Financial, LCC180$9.14K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC183$9K<0.01%013F-HRTimelineGroup
Team Financial Group, LLC92$4.67K<0.01%013F-HRTimeline
REAP Financial Group, LLC86$4.36K<0.01%013F-HRTimeline
GoalVest Advisory LLC75$3.8K<0.01%new13F-HRTimeline
High Note Wealth, LLC10$507<0.01%013F-HRTimeline