FMB FIRST TR EXCH TRADED FD III
FollowMANAGD MUN ETF (fund)
Filings received so far for Q3 2026: 13 13F filers report a position in FMB shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| First Heartland Consultants, Inc. | 177,140 | $8.48M | 0.56% | +18,371 | 13F-HRTimeline |
| INSPIRION WEALTH ADVISORS, LLC | 51,438 | $2.46M | 0.28% | -100 | 13F-HRTimeline |
| Friday Financial | 37,373 | $1.8M | 0.36% | +1,519 | 13F-HRTimeline |
| LEGACY SOLUTIONS, LLC | 33,003 | $1.58M | 1.21% | +624 | 13F-HRTimeline |
| Insight Wealth Strategies, LLC | 28,905 | $1.38M | 0.14% | +963 | 13F-HRTimeline |
| Crumly & Associates Inc. | 18,385 | $880K | 0.16% | 0 | 13F-HRTimeline |
| Financial Enhancement Group LLC | 10,095 | $482K | 0.06% | +1,297 | 13F-HRTimeline |
| CoreCap Advisors, LLC | 8,826 | $422K | 0.01% | +940 | 13F-HRTimeline |
| Legacy Private Trust Co. | 6,426 | $308K | 0.02% | -3,672 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 6,022 | $288K | <0.01% | -1,855 | 13F-HRTimeline |
| TrueWealth Advisors, LLC | 5,833 | $279K | 0.06% | -316 | 13F-HRTimeline |
| GoalVest Advisory LLC | 689 | $33K | 0.01% | 0 | 13F-HRTimeline |
| Polaris Financial Partners | 125 | $6K | <0.01% | 13F-HRTimeline |