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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
MORGAN STANLEYin group MORGAN STANLEY3,340,219$169M0.01%+394,67913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,428,741$123M0.02%+30,04313F-HR/ATimelineGroup
LPL Financial LLC2,328,660$118M0.03%+20,13513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,046,794$104M0.01%+221,95513F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding1,904,095$96.5M+52,629Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,224,317$62M0.02%+33,60413F-HRTimelineGroup
Avantax Planning Partners, Inc.842,907$42.7M1.17%-11,48013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.786,032$39.8M0.06%-12,31613F-HRTimelineGroup
OneDigital Investment Advisors LLC744,427$37.7M0.37%+165,80413F-HRTimeline
Janney Montgomery Scott LLC468,362$23.7M0.06%+47,71013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP430,414$22.4M0.03%+19,18813F-HRTimelineGroup
NewEdge Advisors, LLC428,809$21.7M0.08%+22,96813F-HR/ATimeline
Cetera Investment Advisers418,100$21.2M0.02%+8,58313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA416,337$21.1M<0.01%-44,20513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding358,901$18.2M+24,104Timeline
COMMONWEALTH EQUITY SERVICES, LLC348,146$17.6M0.02%-2,17013F-HRTimeline
RMR Wealth Builders333,050$16.9M1.33%+17,35713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…318,032$16.1M0.03%+22,18813F-HRTimelineGroup
Cambridge Investment Research Advisors,…300,472$15.2M0.04%+72,73213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP297,670$15.1M0.01%+7,74613F-HRTimelineGroup
True Blue Financial, LLC269,428$13.6M10.76%+21,45913F-HRTimeline
Composition Wealth, LLC253,946$12.9M0.18%-909,09913F-HRTimeline
GM Advisory Group, LLC240,580$12.2M0.47%-4,31913F-HRTimeline
Independent Advisor Alliance234,268$11.9M0.13%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…223,552$11.3M0.01%+12,62213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP223,781$11.3M0.01%+44,82313F-HRTimelineGroup
Frisch Financial Group, Inc.220,140$11.2M2.33%-76,24713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp185,709$9.41M<0.01%-45913F-HRTimelineGroup
MOTCO185,023$9.37M0.87%-15413F-HRTimeline
HighTower Advisors, LLC178,118$9.02M0.01%+111,71013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding174,319$8.83M+7,466Timeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…159,105$8.06M0.02%+11,50313F-HRTimelineGroup
ERn Financial, LLC152,273$7.71M1.45%-6,53313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC151,748$7.69M<0.01%-35,81913F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC146,105$7.4M0.18%+5,03213F-HRTimeline
First Heartland Consultants, Inc.145,146$7.35M0.56%+14,89713F-HRTimeline
Sequoia Financial Advisors, LLC141,120$7.15M0.04%-14,20813F-HRTimeline
BCGM Wealth Management, LLC138,020$6.99M1.76%+16,26713F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth135,459$6.86M0.07%new13F-HRTimelineGroup
HighPoint Advisor Group LLC133,877$6.78M0.28%-16,29213F-HRTimeline
FOSTER & MOTLEY INC127,437$6.46M0.33%+18,51513F-HRTimeline
CWA Asset Management Group, LLC126,749$6.42M0.22%-7,06313F-HRTimeline
CWM, LLCin group CWM, LLC123,047$6.23M0.02%-9,01513F-HRTimelineGroup
Blackhawk Capital Partners, LLC114,133$5.78M2.12%+39,58113F-HRTimeline
Steward Partners Investment Advisory, L…108,710$5.51M0.03%+68,95813F-HRTimeline
Private Advisor Group, LLC108,429$5.49M0.03%+6,04913F-HRTimeline
Sanctuary Advisors, LLC103,233$5.23M0.03%-50913F-HRTimeline
Brady Martz Wealth Solutions, LLC100,042$5.07M0.86%-30413F-HRTimeline
Gateway Wealth Partners, LLC97,524$4.94M0.19%+48,14513F-HRTimeline
Summit Financial, LLC96,884$4.91M0.06%-2,54413F-HRTimeline
MGO ONE SEVEN LLC96,740$4.9M0.1%+10,37513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.93,637$4.79M0.03%+9,07813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO94,356$4.77M<0.01%+8,02013F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC92,759$4.7M0.01%-13,52113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC91,786$4.65M<0.01%-108,21613F-HRTimelineGroup
Allworth Financial LP88,794$4.5M0.02%+4,55013F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.87,194$4.42M1.38%+3,10913F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…86,924$4.4M0.01%+84,45013F-HRTimelineGroup
Etesian Wealth Advisors, Inc.86,698$4.39M1.4%+3,42413F-HRTimeline
COUNTRY TRUST BANK84,887$4.3M0.08%+5,62013F-HRTimeline
Magnus Financial Group LLC84,022$4.26M0.35%-28413F-HRTimeline
Prestige Wealth Management Group LLC83,712$4.24M0.83%+9,70613F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC83,500$4.23M0.54%-6,70013F-HRTimeline
Advance Capital Management, Inc.82,571$4.18M0.16%+17,89513F-HRTimeline
Investment Planning Advisors, Inc.76,795$3.89M1.07%+1,68913F-HRTimeline
EdgeRock Capital LLC76,362$3.87M1.05%+3,76113F-HRTimeline
Uniting Wealth Partners, LLC74,667$3.78M0.81%new13F-HRTimeline
Arax Advisory Partners74,092$3.75M0.11%+7,70913F-HRTimeline
Westside Investment Management, Inc.72,959$3.7M0.57%+4,70013F-HRTimeline
Per Stirling Capital Management, LLC.67,837$3.44M0.38%+4,10013F-HRTimeline
Mariner, LLCin group Mariner, LLC67,481$3.42M<0.01%-1,22013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…66,293$3.37M0.01%+47,13113F-HRTimeline
Landmark Wealth Management, LLC66,475$3.37M0.9%+9,37013F-HRTimeline
Mutual Advisors, LLC66,394$3.36M0.07%+5,49713F-HRTimeline
Seascape Capital Management64,250$3.25M0.94%013F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.63,546$3.25M0.45%-1,38013F-HRTimeline
Waverly Advisors, LLC63,519$3.22M0.02%+16,46713F-HRTimeline
Hedeker Wealth, LLC62,644$3.17M0.67%+40,53113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC61,320$3.11M<0.01%+19,35513F-HRTimelineGroup
WealthCare Investment Partners, LLC58,435$2.96M0.82%+1,99813F-HRTimeline
CAPITAL FINANCIAL GROUP INC\CO\ /ADV56,520$2.86M1.57%+57013F-HRTimeline
Prospera Financial Services Inc56,034$2.84M0.05%+2,02813F-HRTimeline
Clearwater Capital Advisors, LLC54,627$2.77M0.22%-62313F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC51,938$2.63M0.33%-4,52013F-HRTimeline
Pine Valley Investments Ltd Liability Co51,661$2.62M0.13%+3,01113F-HRTimeline
ABLE Financial Group, LLC51,312$2.6M0.51%+1,16513F-HRTimeline
SENTINEL PENSION ADVISORS, LLC51,038$2.59M0.38%-2,90613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.49,033$2.48M<0.01%+9,05513F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.46,237$2.34M0.04%+17,50213F-HRTimeline
Golden State Wealth Management, LLC44,925$2.28M0.25%-6,41813F-HRTimeline
ARWA LLC43,532$2.23M1.1%+30,48713F-HRTimeline
Western Wealth Management, LLC43,971$2.23M0.08%+3,92513F-HR/ATimeline
Logan Stone Capital, LLC43,106$2.18M0.61%new13F-HRTimeline
Heck Capital Advisors, LLC42,663$2.16M0.16%+5,95313F-HRTimeline
HFG Wealth Management, LLC41,072$2.08M1.15%+5,74213F-HRTimeline
Creative Planningin group Creative Planning40,150$2.03M<0.01%-1,45813F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC38,041$1.93M0.03%+1,21913F-HRTimelineGroup
D.A. DAVIDSON & CO.37,926$1.92M0.01%+2,77113F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC37,852$1.92M0.05%+7,30213F-HRTimeline
Vestmark Advisory Solutions, Inc.37,852$1.92M0.02%+7,30213F-HRTimeline
Merit Financial Group, LLC37,125$1.88M0.01%+6,37713F-HRTimeline
Weitzel Financial Services, Inc.36,730$1.86M0.7%-91813F-HRTimeline
Keystone Financial Group35,858$1.82M0.12%-2,12613F-HRTimeline
Ashton Thomas Private Wealth, LLC34,961$1.77M0.04%-1,57213F-HRTimeline
Atlas Private Wealth Advisors33,367$1.69M0.4%+4,48413F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …32,814$1.66M0.02%+10,23013F-HRTimelineGroup
Dynamic Advisor Solutions LLC32,269$1.63M0.05%-1,06213F-HRTimeline
RFG Advisory, LLC31,797$1.61M0.03%+6,17413F-HRTimeline
LEGACY SOLUTIONS, LLC31,696$1.61M1.49%+2,13113F-HRTimeline
Sigma Planning Corp31,681$1.6M0.04%-49513F-HRTimeline
Friday Financial31,429$1.59M0.55%013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC30,702$1.56M0.11%-43413F-HRTimeline
Ausdal Financial Partners, Inc.30,667$1.55M0.07%-2,53113F-HRTimeline
Family Capital Management, Inc.30,052$1.52M0.68%-72113F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.29,485$1.49M0.02%-1713F-HRTimelineGroup
Keating Financial Advisory Services, In…29,435$1.49M0.24%+4,98413F-HRTimeline
Advisory Services Network, LLC28,176$1.43M0.02%-813F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC27,815$1.41M1.25%+7,91913F-HRTimeline
STOCK YARDS BANK & TRUST CO27,212$1.38M0.04%+1,63713F-HRTimeline
Capital Investment Advisory Services, L…26,445$1.34M0.1%-67513F-HRTimeline
Strategic Financial Partners, Ltd.26,147$1.32M0.57%+1,90613F-HRTimeline
Insight Wealth Strategies, LLC26,129$1.32M0.15%+1,34513F-HRTimeline
Forum Finance Group S.A.32,049$1.3M0.71%13F-HRTimeline
GSG Advisors LLC25,654$1.3M0.34%+17213F-HRTimeline
Traction Financial Partners, LLC25,631$1.3M0.8%-5,04613F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…25,386$1.29M0.02%-2,72913F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…25,247$1.28M0.01%-2,01113F-HRTimelineGroup
Snowden Capital Advisors LLC24,369$1.23M0.03%+1,24613F-HRTimeline
Arkadios Wealth Advisors24,034$1.22M0.02%+3,31313F-HRTimeline
IFP Advisors, Inc23,906$1.21M0.03%+6,45513F-HRTimeline
Sowell Financial Services LLC23,905$1.21M0.04%+9413F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding23,213$1.18M+597Timeline
Clear Creek Financial Management, LLC22,592$1.14M0.09%+13813F-HRTimeline
&PARTNERS22,262$1.13M0.01%-2,61813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC21,942$1.11M0.01%-27013F-HRTimelineGroup
Syntegra Private Wealth Group, LLC21,873$1.11M0.11%-81413F-HRTimeline
Atria Investments, Inc21,869$1.11M0.01%-4,06213F-HRTimeline
Summit Wealth Partners, LLC21,425$1.09M0.17%013F-HRTimeline
Bernardo Wealth Planning LLC21,327$1.08M0.21%-5913F-HRTimeline
Philip James Wealth Mangement, LLC20,756$1.05M0.12%-1,24913F-HRTimeline
Integrated Wealth Concepts LLC20,703$1.05M0.01%+5,24313F-HRTimeline
Hobart Private Capital, LLC20,463$1.04M0.2%+3,32413F-HRTimeline
Financial Strategies Group, Inc.18,957$971K0.16%+63213F-HRTimeline
Milestones Private Investment Advisors …19,156$970K0.85%+6913F-HRTimeline
KINTRA WEALTH, LLC18,742$949K0.07%+2,71713F-HRTimeline
Scissortail Wealth Management, LLC18,639$944K0.19%new13F-HRTimeline
Crumly & Associates Inc.18,385$931K0.2%013F-HRTimeline
LVZ, Inc.18,063$915K0.1%+7513F-HRTimeline
Orion Porfolio Solutions, LLC17,998$912K0.01%+6,13113F-HRTimeline
EPG Wealth Management LLC17,904$907K0.25%+49613F-HRTimeline
Forum Private Client Group LLC17,212$872K0.29%+4,82513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…17,085$866K0.02%+88513F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management16,800$851K0.01%+8,67313F-HRTimelineGroup
PKS Advisory Services, LLC16,280$825K0.19%+2,99713F-HRTimeline
Southland Equity Partners LLC16,238$823K0.16%-23013F-HRTimeline
Gilbert & Cook, Inc.16,036$812K0.1%013F-HRTimeline
Patriot Financial Group Insurance Agenc…15,564$788K0.04%+7,78213F-HRTimeline
Warren Street Wealth Advisors, LLC15,185$769K0.2%-14713F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group14,850$752K0.08%-9,00013F-HRTimelineGroup
SAXON INTERESTS, INC.14,803$750K0.26%013F-HRTimeline
WCG Wealth Advisors LLC14,727$746K0.02%-1,03913F-HRTimeline
Occidental Asset Management, LLC14,563$738K0.09%+2013F-HRTimeline
TL Private Wealth13,956$714K0.28%+11313F-HRTimeline
High Net Worth Advisory Group LLC14,057$712K0.17%+4,00113F-HRTimeline
Main Line Retirement Advisors, LLC13,968$708K0.35%+8113F-HRTimeline
Geneos Wealth Management Inc.13,846$701K0.02%+83413F-HRTimeline
OPINICUS CAPITAL, INC.13,538$686K0.48%+8113F-HRTimeline
Security Financial Services, INC.13,515$685K0.11%+12213F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC13,161$667K0.47%+3313F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP13,076$662K<0.01%-86413F-HRTimelineGroup
Delos Wealth Advisors, LLC13,030$660K0.38%013F-HRTimeline
Avestar Capital, LLC12,996$658K0.05%+8,14713F-HRTimeline
Hilton Head Capital Partners, LLC12,822$650K0.37%-38113F-HRTimeline
Koshinski Asset Management, Inc.12,699$643K0.04%-73713F-HRTimeline
IHT Wealth Management, LLC12,549$636K0.01%-68413F-HRTimeline
NewSquare Capital LLC12,538$635K0.06%+49313F-HRTimeline
Patten Group, Inc.12,522$634K0.11%+1,00413F-HRTimeline
QP WEALTH MANAGEMENT, LLC12,360$626K1.07%-1,87513F-HRTimeline
Pinnacle Bancorp, Inc.12,352$626K0.18%+9,00013F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.12,200$618K0.29%new13F-HRTimeline
PRIVATE TRUST CO NA12,078$612K0.05%-3,09813F-HRTimeline
Triumph Capital Management11,594$587K0.12%+3,93013F-HRTimeline
Modern Wealth Management, LLC11,124$565K0.01%-6,67813F-HRTimeline
Larson Financial Group LLC10,960$555K0.02%-2,09413F-HRTimeline
Signature Wealth Management Group10,741$544K0.21%-1,48413F-HRTimeline
MAI Capital Management10,537$534K<0.01%-5013F-HRTimeline
Nilsine Partners, LLC9,999$512K0.04%-7513F-HRTimeline
Old Mission Investment Co LLC10,079$511K0.12%013F-HRTimeline
Legacy Private Trust Co.10,048$509K0.03%013F-HRTimeline
MCDONALD PARTNERS LLC10,000$507K0.12%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC9,494$481K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC9,439$478K<0.01%+1,19613F-HRTimeline
Sovran Advisors, LLC9,340$477K0.04%+78013F-HRTimeline
PTM WEALTH MANAGEMENT, LLC9,065$461K0.24%-86313F-HRTimeline
OLD MISSION CAPITAL LLC9,042$458K0.01%-19,96513F-HRTimeline
Fragasso Financial Advisors Inc8,900$453K0.03%013F-HRTimeline
ZACKS INVESTMENT MANAGEMENT8,915$452K<0.01%013F-HRTimeline
Financial Enhancement Group LLC8,798$452K0.06%013F-HRTimeline
Maia Wealth LLC8,904$451K0.08%+97013F-HRTimeline
Rehmann Capital Advisory Group8,911$451K0.02%+1,99413F-HRTimeline