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Disclosery

FMB FIRST TR EXCH TRADED FD III

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MANAGD MUN ETF (fund)

304 managers (308 13F filers) reported a position in FMB shares at 2025-12-31, 29,379,313 shares in all. 32 filers opened a position and 19 filers sold out during the quarter.

Managers
304
13F filers
308
New
32
Added
108
Reduced
118
Sold out
19
Shares held by filers
29,379,313

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Impact Partnership Wealth, LLC8,875$454K0.06%-38713F-HRTimeline
Financial Enhancement Group LLC8,798$451K0.06%013F-HRTimeline
Gladstone Institutional Advisory LLC8,642$442K0.02%+1313F-HRTimeline
Sovran Advisors, LLC8,560$440K0.04%-20713F-HRTimeline
Csenge Advisory Group8,511$435K0.02%-2,38613F-HRTimeline
HCR Wealth Advisors8,344$427K0.04%013F-HRTimeline
AE Wealth Management LLC8,243$421K<0.01%-54313F-HRTimeline
Advisory Resource Group8,231$421K0.07%-1,21813F-HRTimeline
TrueWealth Advisors, LLC8,221$420K0.11%+1,86413F-HRTimeline
Pure Financial Advisors, LLC8,219$420K0.01%013F-HRTimeline
Bison Wealth, LLC8,201$417K0.05%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management8,127$416K<0.01%new13F-HRTimelineGroup
World Investment Advisors8,108$415K0.01%-28713F-HR/ATimeline
Maia Wealth LLC7,934$411K0.07%+14413F-HRTimeline
Cadia Private Client LLC8,009$410K0.33%13F-HRTimeline
Integrity Advisory Solutions, LLC7,875$403K0.06%+49713F-HRTimeline
Patriot Financial Group Insurance Agenc…7,782$398K0.05%013F-HRTimeline
Triumph Capital Management7,664$392K0.08%+2,75013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV7,663$391K0.11%-22,52313F-HRTimeline
ShoreHaven Wealth Partners, LLC7,582$388K0.14%+34213F-HRTimeline
Ruggiero Investments, Inc.7,534$385K0.35%13F-HRTimeline
Auour Investments LLC7,257$371K0.12%+1,00513F-HRTimeline
Rehmann Capital Advisory Group6,917$354K0.02%+60913F-HRTimeline
SUTTON PLACE INVESTORS LLC6,851$350K0.19%-76813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV6,554$335K<0.01%-27613F-HRTimeline
BEACON FINANCIAL GROUP6,451$330K0.03%013F-HRTimeline
HBW ADVISORY SERVICES LLC6,230$319K0.03%-27813F-HRTimeline
Coyle Financial Counsel LLC6,204$317K0.07%+17713F-HRTimeline
Kovack Advisors, Inc.6,193$317K0.01%+4313F-HR/ATimeline
Alta Wealth Advisors LLC6,101$312K0.1%-97813F-HRTimeline
Bowman & Co S.C.6,068$310K0.13%-29413F-HRTimeline
COZAD ASSET MANAGEMENT INC6,064$310K0.02%-3,90013F-HRTimeline
SeaCrest Wealth Management, LLC5,911$304K0.03%-99213F-HRTimeline
VestGen Advisors, LLC5,934$303K0.01%-6,80713F-HRTimeline
Plante Moran Financial Advisors, LLC5,926$303K0.02%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.5,618$287K0.01%+40013F-HRTimelineGroup
Regal Investment Advisors LLC5,571$285K0.02%-91813F-HRTimeline
Beacon Pointe Advisors, LLC5,433$278K<0.01%-34013F-HRTimeline
Crusonia Wealth Advisors LLC5,391$276K0.06%13F-HRTimeline
Smithfield Trust Co5,350$274K0.01%new13F-HRTimeline
Wheelhouse Advisory Group LLC5,183$265K0.1%-1,04013F-HRTimeline
Icon Wealth Advisors, LLC5,172$264K0.02%+4413F-HRTimeline
CFO4Life Group, LLC4,884$250K0.04%+52913F-HRTimeline
Financial Engines Advisors L.L.C.4,877$249K<0.01%013F-HRTimeline
Owen LaRue, LLC4,855$248K0.09%+4113F-HRTimeline
Avestar Capital, LLC4,849$248K0.02%new13F-HRTimeline
Catalina Capital Group, LLC4,730$242K0.15%+2313F-HRTimeline
Visionary Wealth Advisors4,720$241K0.01%-28,56013F-HRTimeline
QTR Family Wealth, LLC4,635$240K0.11%+4113F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC4,656$238K0.08%-4,84913F-HRTimelineGroup
GENTRY PRIVATE WEALTH, LLC4,586$235K0.15%-1,44713F-HRTimeline
CoreCap Advisors, LLC4,551$233K0.01%+3,18513F-HRTimeline
Purus Wealth Management, LLC4,463$228K0.07%-93113F-HRTimeline
ADVISORTRUST PARTNERS, LLC4,441$227K0.1%13F-HRTimeline
Genesee Capital Advisors, LLC4,363$223K0.09%+2513F-HRTimeline
Valmark Advisers, Inc.4,285$219K<0.01%-77213F-HRTimeline
CONDOR CAPITAL MANAGEMENT4,285$219K0.02%013F-HRTimeline
Revisor Wealth Management LLC4,243$218K0.06%-7,37813F-HRTimeline
Millington Financial Advisors, LLC4,172$215K0.1%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC4,162$213K<0.01%new13F-HR/ATimelineGroup
Clarity Capital Advisors, LLC3,997$204K0.1%new13F-HRTimeline
PCG Wealth Advisors, LLC3,952$202K0.06%-24613F-HRTimeline
Ellis Investment Partners, LLC3,948$202K0.04%new13F-HRTimeline
Pinnacle Bancorp, Inc.3,352$171K0.05%+60013F-HRTimeline
Farther Finance Advisors, LLC3,341$171K<0.01%+28913F-HRTimeline
Pandora Wealth, Inc.3,300$169K0.1%013F-HRTimeline
DHJJ Financial Advisors, Ltd.2,883$147K0.05%+2,05313F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,474$127K<0.01%013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,473$126K0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC2,320$119K0.1%-3,17513F-HRTimeline
Hanson & Doremus Investment Management2,233$114K0.01%013F-HRTimeline
Basepoint Wealth LLC2,060$105K0.06%new13F-HRTimeline
Medallion Wealth Advisors, LLC1,941$99.2K0.03%+1713F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,831$93.6K<0.01%013F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.1,631$83.4K0.07%013F-HRTimeline
Qube Research & Technologies Ltd1,381$70.6K<0.01%-38613F-HRTimeline
DUNCKER STREETT & CO INC1,380$70.6K0.01%013F-HRTimeline
IMG Wealth Management, Inc.1,290$66K0.04%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,250$64K0.02%+35013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC1,236$63.2K0.01%+22213F-HRTimeline
LANARK FINANCIAL, INC.1,176$60.1K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,062$54.3K0.02%new13F-HRTimeline
Cornerstone Planning Group LLC1,056$54.2K0.01%+913F-HRTimeline
Tanglewood Legacy Advisors, LLC539$27.6K0.01%013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH474$24.2K0.01%new13F-HRTimeline
CENTRAL TRUST Co414$21.2K<0.01%013F-HRTimeline
Tidemark, LLC412$21.1K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.393$20.1K0.01%-39313F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC314$16.1K0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…313$16K0.01%new13F-HRTimelineGroup
SageView Advisory Group, LLC300$15.3K<0.01%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT210$10.7K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO202$10.3K<0.01%new13F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.185$9.46K<0.01%+213F-HRTimelineGroup
PFS Partners, LLC183$9.38K<0.01%+113F-HRTimeline
Rossby Financial, LCC180$9.2K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC183$9K<0.01%013F-HR/ATimelineGroup
IFC & Insurance Marketing, Inc.99$5K<0.01%13F-HRTimeline
Team Financial Group, LLC92$4.7K<0.01%013F-HRTimeline
REAP Financial Group, LLC86$4.4K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.28$1.42K<0.01%-4,29513F-HRTimeline
Elevated Capital Advisors, LLC10$511<0.01%new13F-HRTimeline
High Note Wealth, LLC10$511<0.01%013F-HRTimeline
Benson Wealth Management INC8$409<0.01%13F-HRTimeline