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Disclosery

FMB FIRST TR EXCH TRADED FD III

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MANAGD MUN ETF (fund)

303 managers (307 13F filers) reported a position in FMB shares at 2025-03-31, 30,847,316 shares in all. 21 filers opened a position and 27 filers sold out during the quarter.

Managers
303
13F filers
307
New
21
Added
117
Reduced
129
Sold out
27
Shares held by filers
30,847,316

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
MORGAN STANLEYin group MORGAN STANLEY2,979,292$150M0.01%-160,61913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,684,776$135M0.03%+279,45313F-HRTimelineGroup
LPL Financial LLC2,179,768$110M0.04%+77,99213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,852,353$93.4M0.01%+122,37913F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,747,373$88.1M0.02%+25,93313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,157,297$58.4M0.02%+6,98513F-HRTimelineGroup
Composition Wealth, LLC649,521$32.8M0.66%+19,69013F-HRTimeline
Avantax Planning Partners, Inc.639,192$32.2M1.14%-10,83713F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.621,617$31.3M0.19%+16,67613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA619,572$31.2M0.01%+8,52913F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.495,145$25M0.06%+207,64813F-HRTimelineGroup
CW Advisors, LLC465,465$23.5M0.28%-1,18813F-HRTimeline
NewEdge Advisors, LLC455,622$23M0.14%+142,66813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding442,290$22.3M-19,167Timeline
OneDigital Investment Advisors LLC426,121$21.5M0.25%-10,23613F-HRTimeline
Creative Planningin group Creative Planning386,786$19.5M0.02%+381,94213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC384,349$19.4M0.03%+75,13713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO356,354$18M<0.01%+132,70013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP355,147$17.9M0.02%+8,43913F-HRTimelineGroup
RMR Wealth Builders328,008$16.5M1.74%+43,80413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP327,078$16.5M0.03%+7,36813F-HRTimelineGroup
Cambridge Investment Research Advisors,…322,732$16.3M0.05%+21,88913F-HRTimeline
Janney Montgomery Scott LLC322,047$16.2M0.05%+13,69813F-HRTimeline
Larson Financial Group LLC317,203$16M0.76%+41,15413F-HRTimeline
ERn Financial, LLC272,520$13.7M2.17%-6,34613F-HRTimeline
Sequoia Financial Advisors, LLC253,818$12.8M0.1%-58,95413F-HRTimeline
HighTower Advisors, LLC231,944$11.7M0.02%+118,45813F-HRTimeline
Cetera Investment Advisers223,022$11.2M0.02%-3,30013F-HRTimeline
CWA Asset Management Group, LLC211,053$10.6M0.51%-18,04913F-HRTimeline
GM Advisory Group, LLC210,528$10.6M0.57%+12,77813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…207,572$10.5M0.01%-13,92613F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp205,804$10.4M<0.01%-3,47713F-HRTimelineGroup
Frisch Financial Group, Inc.205,696$10.4M2.91%+28213F-HRTimeline
MOTCO194,766$9.82M1.04%-63313F-HRTimeline
VERUS CAPITAL PARTNERS, LLC193,258$9.74M0.97%+1,48513F-HR/ATimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC189,530$9.56M0.02%+182,68313F-HR/ATimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…186,130$9.39M0.02%+13,48813F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding185,070$9.33M-23,150Timeline
CITIGROUP INCin group CITIGROUP INC153,981$7.76M0.01%-1,87613F-HRTimelineGroup
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth148,776$7.5M0.11%-1,37013F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC140,860$7.1M0.25%+20,60013F-HRTimeline
Private Advisor Group, LLC131,094$6.61M0.04%-13,10513F-HRTimeline
First Heartland Consultants, Inc.129,230$6.52M0.67%+23,49313F-HRTimeline
Brady Martz Wealth Solutions, LLC128,230$6.47M1.46%+97713F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.124,251$6.15M1.06%-7213F-HR/ATimeline
BCGM Wealth Management, LLC116,745$5.89M1.81%-4,02813F-HRTimeline
MML INVESTORS SERVICES, LLC115,482$5.82M0.02%-57013F-HRTimeline
Atria Investments, Inc115,436$5.82M0.07%+11,73013F-HRTimeline
Prestige Wealth Management Group LLC98,387$4.96M1.06%+12,67713F-HR/ATimeline
LAKE STREET PRIVATE WEALTH, LLC96,900$4.89M0.8%-50013F-HRTimeline
CWM, LLCin group CWM, LLC95,921$4.84M0.02%-10,20413F-HRTimelineGroup
Magnus Financial Group LLC94,619$4.77M0.46%-5,13913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP93,490$4.71M<0.01%+26,40513F-HR/ATimelineGroup
Sanctuary Advisors, LLC91,417$4.61M0.03%+12,13113F-HRTimeline
MGO ONE SEVEN LLC88,997$4.49M0.17%+1,06013F-HRTimeline
Advance Capital Management, Inc.87,984$4.44M0.21%-3,29213F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.87,784$4.43M1.73%+2,33113F-HRTimeline
COUNTRY TRUST BANK86,577$4.37M0.11%-9,52613F-HR/ATimeline
COMERICA BANK85,412$4.31M0.02%+7,39013F-HRTimeline
Financial Advocates Investment Manageme…84,723$4.27M0.3%-8,86113F-HRTimeline
Etesian Wealth Advisors, Inc.81,743$4.12M1.78%-2,66413F-HRTimeline
Allworth Financial LP77,664$3.85M0.02%+11,67213F-HRTimeline
ABLE Financial Group, LLC76,030$3.83M1.07%+3,76613F-HRTimeline
Atlas Private Wealth Advisors75,515$3.81M0.53%-20,69213F-HRTimeline
Mariner, LLCin group Mariner, LLC75,034$3.78M0.01%+1,09613F-HRTimelineGroup
Visionary Wealth Advisors71,964$3.63M0.22%+2,11613F-HRTimeline
Elios Financial Group Inc.71,658$3.61M1.78%+1,90713F-HRTimeline
First Horizon Advisors, Inc.71,066$3.58M0.1%-11,51713F-HRTimeline
Landmark Wealth Management, LLC69,151$3.49M1.54%+51313F-HRTimeline
Westside Investment Management, Inc.65,259$3.29M0.7%+3,18313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…60,968$3.12M0.01%-18,00313F-HR/ATimelineGroup
Prospera Financial Services Inc61,250$3.09M0.07%-10,19313F-HRTimeline
EdgeRock Capital LLC60,385$3.04M2.17%+18,10013F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC60,223$3.04M0.42%-2,00013F-HRTimeline
Investment Planning Advisors, Inc.57,646$2.91M1.18%+8,88213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.57,568$2.9M0.03%-62513F-HRTimelineGroup
Blackhawk Capital Partners, LLC56,730$2.86M1.47%+4,11513F-HRTimeline
SENTINEL PENSION ADVISORS, LLC55,679$2.81M0.52%+5,53313F-HRTimeline
Waverly Advisors, LLC54,920$2.77M0.03%new13F-HRTimeline
Hedeker Wealth, LLC54,244$2.74M0.74%+98213F-HRTimeline
Sebold Capital Management, Inc.54,033$2.72M1.79%+1,78513F-HRTimeline
Grant/GrossMendelsohn, LLC54,637$2.72M1.51%+19,53713F-HRTimeline
Golden State Wealth Management, LLC53,860$2.72M0.4%-15,92513F-HR/ATimeline
Rehmann Capital Advisory Group52,055$2.62M0.17%+5613F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC51,700$2.61M<0.01%+39,40013F-HRTimeline
SteelPeak Wealth, LLC51,678$2.61M0.11%new13F-HRTimeline
Main Line Retirement Advisors, LLC50,094$2.53M1.64%+33013F-HRTimeline
Legacy Private Trust Co.49,886$2.52M0.17%-54,26913F-HRTimeline
Clearwater Capital Advisors, LLC49,106$2.48M0.24%+2513F-HRTimeline
D.A. DAVIDSON & CO.49,072$2.47M0.02%-2,64013F-HRTimeline
Western Wealth Management, LLC49,059$2.47M0.16%-2,05213F-HRTimeline
HFG Wealth Management, LLC48,037$2.45M1.48%+17313F-HRTimeline
WealthCare Investment Partners, LLC49,528$2.44M1.04%+71213F-HRTimeline
Naviter Wealth, LLC47,616$2.4M0.29%+5,53213F-HRTimeline
Weitzel Financial Services, Inc.47,289$2.4M1.15%-62813F-HRTimeline
Pine Valley Investments Ltd Liability Co46,637$2.35M0.15%+94513F-HRTimeline
Steward Partners Investment Advisory, L…43,982$2.22M0.02%+5,17113F-HRTimeline
Wiser Advisor Group LLC43,186$2.18M3.22%-14,07213F-HRTimeline
Keystone Financial Group43,110$2.17M0.22%+6,26613F-HRTimeline
Heck Capital Advisors, LLC42,925$2.16M0.24%+1,86413F-HRTimeline
Old Mission Investment Co LLC42,858$2.16M0.65%013F-HRTimeline
FOSTER & MOTLEY INC42,663$2.15M0.14%+1,49313F-HRTimeline
Per Stirling Capital Management, LLC.41,843$2.11M0.3%-23,52513F-HRTimeline
Modern Wealth Management, LLC40,885$2.06M0.07%+2,04713F-HR/ATimeline
Mutual Advisors, LLC40,130$1.99M0.06%-98613F-HRTimeline
Clear Creek Financial Management, LLC38,786$1.96M0.2%-40513F-HRTimeline
Sigma Planning Corp38,143$1.92M0.06%-1,90213F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding37,602$1.9M-36,954Timeline
Secure Asset Management, LLC34,662$1.75M0.35%+5,54213F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding34,261$1.74M-873Timeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC33,167$1.69M0.04%013F-HRTimelineGroup
Cypress Capital Groupin group Cypress Capital Group33,450$1.69M0.22%+6,85013F-HRTimelineGroup
Freedom Investment Management, Inc.31,709$1.6M0.13%-73313F-HRTimeline
Family Capital Management, Inc.31,505$1.59M0.98%-2,19213F-HRTimeline
STOCK YARDS BANK & TRUST CO31,031$1.56M0.06%-4,31213F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP30,929$1.56M<0.01%-2,40413F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.30,729$1.55M<0.01%-1,65413F-HRTimelineGroup
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC30,697$1.55M0.4%-1,89813F-HRTimelineGroup
OGOREK ANTHONY JOSEPH /NY/ /ADV30,015$1.51M0.5%+19413F-HRTimeline
Strategic Financial Partners, Ltd.29,358$1.48M0.78%-54813F-HRTimeline
IFG Advisory, LLC28,791$1.45M0.08%+15413F-HRTimeline
Syntegra Private Wealth Group, LLC28,675$1.45M0.17%-14,10813F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…28,115$1.42M0.02%-1,09313F-HRTimelineGroup
Arax Advisory Partners27,971$1.41M0.09%+2,35813F-HRTimeline
Capital Investment Advisory Services, L…27,585$1.39M0.12%-2,77013F-HRTimeline
Bernardo Wealth Planning LLC27,019$1.36M0.33%-4,43613F-HR/ATimeline
GSG Advisors LLC27,430$1.36M0.45%+1,65613F-HRTimeline
Traction Financial Partners, LLC26,751$1.35M1.05%-2,70113F-HRTimeline
LEGACY SOLUTIONS, LLC25,707$1.3M1.43%-10313F-HRTimeline
Hobart Private Capital, LLC25,619$1.29M0.32%+6,87913F-HRTimeline
Snowden Capital Advisors LLC25,179$1.27M0.04%+5013F-HRTimeline
Dynamic Advisor Solutions LLC24,929$1.26M0.04%+14,90213F-HRTimeline
Insight Wealth Strategies, LLC24,541$1.24M0.17%-8213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…24,163$1.22M<0.01%+1,77213F-HRTimeline
Belpointe Asset Management LLC23,951$1.21M0.06%-9,00013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV23,567$1.19M<0.01%-5313F-HRTimeline
Sowell Financial Services LLC23,565$1.19M0.05%+5613F-HRTimeline
High Net Worth Advisory Group LLC22,669$1.14M0.32%+10213F-HRTimeline
Koshinski Asset Management, Inc.22,410$1.13M0.1%-1,72213F-HRTimeline
LVZ, Inc.22,297$1.12M0.15%+1213F-HRTimeline
Advisory Services Network, LLC22,060$1.11M0.02%-3,56913F-HRTimeline
Summit Wealth Partners, LLC21,928$1.11M0.22%-36913F-HRTimeline
Philip James Wealth Mangement, LLC21,418$1.08M0.13%+10,55713F-HRTimeline
Seascape Capital Management21,000$1.06M0.37%+2,00013F-HRTimeline
OPINICUS CAPITAL, INC.20,866$1.05M0.93%+14013F-HRTimeline
RFG Advisory, LLC20,788$1.05M0.03%-155,23213F-HRTimeline
Crumly & Associates Inc.20,362$1.03M0.28%-29413F-HRTimeline
Integrated Wealth Concepts LLC20,358$1.03M0.01%-22,38013F-HRTimeline
Southland Equity Partners LLC20,146$1.02M0.24%013F-HRTimeline
Nilsine Partners, LLC19,662$991K0.11%-2,19113F-HRTimeline
Patten Group, Inc.19,365$976K0.22%013F-HRTimeline
PCG Wealth Advisors, LLC19,249$971K0.34%-6,30413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…19,042$960K0.02%+43313F-HRTimelineGroup
Financial Strategies Group, Inc.19,190$951K0.22%+1,59313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…18,655$941K0.02%+3,46213F-HRTimelineGroup
McCarthy & Cox18,587$937K0.41%new13F-HRTimeline
Worth Financial Advisory Group, LLC17,848$900K0.57%-7613F-HRTimeline
Plante Moran Financial Advisors, LLC17,526$884K0.08%-47413F-HRTimeline
Intrua Financial, LLC17,495$882K0.14%-3,03513F-HRTimeline
Arkadios Wealth Advisors17,394$877K0.03%new13F-HRTimeline
PRIVATE TRUST CO NA17,318$873K0.09%-2,89213F-HRTimeline
DOHJ, LLC17,190$867K0.2%new13F-HRTimeline
Geneos Wealth Management Inc.17,116$863K0.01%+11,84413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC16,748$844K0.01%-8,70013F-HRTimelineGroup
TRUSTMARK BANK TRUST DEPARTMENT16,699$842K0.06%-1,23213F-HRTimeline
Friday Financial16,614$839K0.5%013F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.16,400$827K0.46%013F-HRTimeline
PKS Advisory Services, LLC16,192$816K0.22%-2,69913F-HRTimeline
Warren Street Wealth Advisors, LLC16,112$812K0.32%-30213F-HRTimeline
EPG Wealth Management LLC15,883$801K0.22%+1,97813F-HRTimeline
IFP Advisors, Inc15,711$792K0.02%+96613F-HRTimeline
TOWNSQUARE CAPITAL LLC15,640$789K0.01%-34813F-HRTimeline
Impact Partnership Wealth, LLC15,313$772K0.16%-70513F-HRTimeline
ORBA Wealth Advisors, L.L.C.15,000$756K0.38%new13F-HRTimeline
&PARTNERS15,013$756K0.01%+20513F-HRTimeline
Signature Wealth Management Group14,941$753K0.29%-1,55413F-HRTimeline
B. Riley Wealth Advisors, Inc.14,721$742K0.02%-48313F-HRTimeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC14,149$713K0.39%+1,22413F-HRTimeline
Orion Porfolio Solutions, LLC14,080$710K0.01%-7,20413F-HRTimeline
Orion Portfolio Solutions, LLC14,080$710K0.01%-7,20413F-HR/ATimeline
MAI Capital Management13,933$703K0.01%-2,60013F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC13,422$677K0.5%-32713F-HRTimeline
TL Private Wealth13,631$674K0.33%-2,80213F-HRTimeline
Atria Wealth Solutions, Inc.13,254$668K0.01%-86013F-HRTimeline
Core Wealth Partners LLC13,240$668K0.39%-10,65613F-HRTimeline
Delos Wealth Advisors, LLC13,030$657K0.52%013F-HRTimeline
NewSquare Capital LLC12,807$646K0.05%+51413F-HRTimeline
VestGen Advisors, LLC12,696$640K0.03%13F-HRTimeline
Intellus Advisors LLC12,597$635K0.11%013F-HRTimeline
Occidental Asset Management, LLC12,443$627K0.09%+1,90013F-HRTimeline
HARBOUR INVESTMENTS, INC.12,318$621K0.02%-30613F-HRTimeline
U.S. Capital Wealth Advisors, LLC11,938$602K0.02%-26313F-HRTimeline
Focus Financial Network, Inc.11,900$600K0.02%+213F-HRTimeline
Revisor Wealth Management LLC11,773$594K0.26%new13F-HRTimeline
Ausdal Financial Partners, Inc.11,764$593K0.04%-31,35913F-HRTimeline
Farther Finance Advisors, LLC11,520$583K0.01%+4,27013F-HRTimeline
AE Wealth Management LLC11,521$581K<0.01%+3,83113F-HRTimeline
IHT Wealth Management, LLC11,482$579K0.02%+14313F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC11,397$575K0.23%013F-HRTimeline
Security Financial Services, INC.11,137$562K0.11%+22313F-HRTimeline