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Disclosery

FMB FIRST TR EXCH TRADED FD III

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MANAGD MUN ETF (fund)

295 managers (298 13F filers) reported a position in FMB shares at 2026-03-31, 30,090,888 shares in all. 17 filers opened a position and 23 filers sold out during the quarter.

Managers
295
13F filers
298
New
17
Added
143
Reduced
91
Sold out
23
Shares held by filers
30,090,888

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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, LLC8,705$441K0.05%-17013F-HRTimeline
Belpointe Asset Management LLC8,677$440K0.02%-32013F-HRTimeline
World Investment Advisors8,410$426K0.01%+30213F-HRTimeline
HCR Wealth Advisors8,344$423K0.04%013F-HRTimeline
Advisory Resource Group8,307$421K0.07%+7613F-HRTimeline
Pure Financial Advisors, LLC8,219$416K0.01%013F-HRTimeline
Integrity Advisory Solutions, LLC8,186$415K0.05%+31113F-HRTimeline
Cadia Private Client LLC8,041$407K0.33%+3213F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV7,890$399K0.11%+22713F-HR/ATimeline
U.S. Capital Wealth Advisors, LLC7,675$389K0.01%-2,22713F-HRTimeline
Ruggiero Investments, Inc.7,602$385K0.37%+6813F-HRTimeline
Cornerstone Wealth, LLC/TN7,515$385K0.22%13F-HRTimeline
ShoreHaven Wealth Partners, LLC7,379$374K0.13%-20313F-HRTimeline
Cooksen Wealth, LLC7,332$371K0.27%-5,07413F-HRTimeline
SUTTON PLACE INVESTORS LLC6,897$349K0.19%+4613F-HRTimeline
Total Clarity Wealth Management, Inc.6,867$348K0.08%new13F-HRTimeline
Auour Investments LLC6,772$343K0.11%-48513F-HRTimeline
BEACON FINANCIAL GROUP6,451$327K0.03%013F-HRTimeline
VestGen Advisors, LLC6,324$323K0.01%+39013F-HRTimeline
Kovack Advisors, Inc.6,193$315K0.02%013F-HRTimeline
Coyle Financial Counsel LLC6,204$314K0.07%013F-HRTimeline
TrueWealth Advisors, LLC6,107$309K0.08%-2,11413F-HRTimeline
COZAD ASSET MANAGEMENT INC6,064$307K0.02%013F-HRTimeline
Alta Wealth Advisors LLC6,011$305K0.1%-9013F-HRTimeline
Plante Moran Financial Advisors, LLC5,926$300K0.02%013F-HRTimeline
Proactive Wealth Strategies LLC5,791$293K0.06%new13F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC5,761$292K0.08%-5,63613F-HRTimeline
Csenge Advisory Group5,733$290K0.01%-2,77813F-HRTimeline
SeaCrest Wealth Management, LLC5,711$289K0.03%-20013F-HRTimeline
Regal Investment Advisors LLC5,479$278K0.02%-9213F-HRTimeline
Wealth Advisors Northwest LLC5,428$275K0.12%new13F-HRTimeline
Crusonia Wealth Advisors LLC5,414$274K0.06%+2313F-HRTimeline
Smithfield Trust Co5,350$271K0.01%013F-HRTimeline
CoreCap Advisors, LLC5,281$268K0.01%+73013F-HRTimeline
Icon Wealth Advisors, LLC5,219$267K0.02%+4713F-HRTimeline
Wheelhouse Advisory Group LLC4,922$249K0.08%-26113F-HRTimeline
Owen LaRue, LLC4,899$248K0.1%+4413F-HRTimeline
CFO4Life Group, LLC4,896$248K0.04%+1213F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS4,826$244K0.22%13F-HRTimeline
Catalina Capital Group, LLC4,755$241K0.15%+2513F-HRTimeline
QTR Family Wealth, LLC4,657$238K0.1%+2213F-HRTimeline
Quantinno Capital Management LP4,683$237K<0.01%new13F-HRTimeline
GENTRY PRIVATE WEALTH, LLC4,653$236K0.14%+6713F-HRTimeline
HBW ADVISORY SERVICES LLC4,537$230K0.02%-1,69313F-HRTimeline
Valmark Advisers, Inc.4,443$225K<0.01%+15813F-HRTimeline
ADVISORTRUST PARTNERS, LLC4,441$225K0.09%013F-HRTimeline
Genesee Capital Advisors, LLC4,389$222K0.09%+2613F-HRTimeline
Purus Wealth Management, LLC4,304$218K0.07%-15913F-HRTimeline
CONDOR CAPITAL MANAGEMENT4,285$217K0.02%013F-HRTimeline
Revisor Wealth Management LLC4,243$215K0.06%013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC4,237$215K0.08%-41913F-HR/ATimelineGroup
Visionary Wealth Advisors4,222$214K0.01%-49813F-HRTimeline
Millington Financial Advisors, LLC4,172$214K0.09%013F-HRTimeline
Gladstone Institutional Advisory LLC4,117$209K0.01%-4,52513F-HRTimeline
DHJJ Financial Advisors, Ltd.4,064$206K0.07%+1,18113F-HRTimeline
Clarity Capital Advisors, LLC3,997$202K0.09%013F-HRTimeline
Ellis Investment Partners, LLC3,984$202K0.04%+3613F-HRTimeline
IMG Wealth Management, Inc.2,531$128K0.08%+1,24113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,473$126K0.01%013F-HRTimeline
Hanson & Doremus Investment Management2,233$113K0.01%013F-HRTimeline
Basepoint Wealth LLC2,079$105K0.06%+1913F-HRTimeline
Medallion Wealth Advisors, LLC1,958$99.2K0.03%+1713F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,875$95K<0.01%new13F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC1,831$92.8K<0.01%013F-HRTimelineGroup
DUNCKER STREETT & CO INC1,380$69.9K0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…1,374$69.6K0.03%+1,06113F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.1,250$63K0.02%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC1,242$62.9K0.01%+613F-HRTimeline
Farther Finance Advisors, LLC1,236$62.8K<0.01%-2,10513F-HRTimeline
LANARK FINANCIAL, INC.1,176$59.6K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,106$56K<0.01%-10,54813F-HRTimelineGroup
Cornerstone Planning Group LLC1,070$54.6K0.01%+1413F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…1,041$52.8K<0.01%new13F-HRTimelineGroup
MARSHALL INVESTMENT MANAGEMENT, LLC927$47K0.02%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.909$46K0.03%-72213F-HRTimeline
GoalVest Advisory LLC807$40.9K0.01%new13F-HRTimeline
Frazier Financial Advisors, LLC609$30.9K0.02%new13F-HRTimeline
Tanglewood Legacy Advisors, LLC539$27.3K0.01%013F-HRTimeline
CENTRAL TRUST Co414$21K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.393$19.9K0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…276$14K<0.01%-19,23213F-HRTimelineGroup
Tidemark, LLC212$10.7K<0.01%-20013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT210$10.6K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO202$10.2K<0.01%013F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.187$9.46K<0.01%+213F-HRTimelineGroup
PFS Partners, LLC185$9.35K<0.01%+213F-HRTimeline
Rossby Financial, LCC180$9.15K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC183$9K<0.01%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/118$5.98K<0.01%new13F-HRTimelineGroup
Team Financial Group, LLC92$4.66K<0.01%013F-HRTimeline
REAP Financial Group, LLC86$4.36K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.18$899<0.01%-1013F-HRTimeline
Elevated Capital Advisors, LLC10$507<0.01%013F-HRTimeline
High Note Wealth, LLC10$507<0.01%013F-HRTimeline
Benson Wealth Management INC8$405<0.01%013F-HRTimeline