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Disclosery

FMHI FIRST TR EXCH TRADED FD III

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MUNI HI INCM ETF (fund)

190 managers (191 13F filers) reported a position in FMHI shares at 2026-06-30, 15,024,348 shares in all. 22 filers opened a position and 14 filers sold out during the quarter.

Managers
190
13F filers
191
New
22
Added
83
Reduced
58
Sold out
14
Shares held by filers
15,024,348

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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.

HolderSharesValue% of portfolioChangeSource
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,503,752$72.7M0.12%+172,92513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,407,555$68.3M<0.01%-8,65013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,179,422$57.2M0.01%+69,54613F-HRTimelineGroup
LPL Financial LLC1,164,558$56.5M0.01%+64,25213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/798,191$38.7M<0.01%-72913F-HRTimelineGroup
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.572,777$27.8M1.02%+30,54613F-HRTimelineGroup
Cetera Investment Advisers401,181$19.5M0.02%+42,03913F-HRTimeline
Vise Technologies, Inc.398,018$19.3M0.22%+281,22113F-HRTimeline
UBS Group AGin group UBS Group AG376,746$18.3M<0.01%+44,62913F-HRTimelineGroup
Financial Partners Group, Inc355,392$17.2M1.75%+117,50613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC345,764$16.8M0.01%-48,36613F-HRTimelineGroup
SlateStone Wealth, LLC339,168$16.4M1.26%-6,51413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC306,655$14.9M<0.01%-3,75513F-HRTimelineGroup
NewEdge Advisors, LLC296,778$14.4M0.04%+27,55513F-HRTimeline
Manhattan West Asset Management, LLC269,771$13.1M2.18%+41,78913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.250,956$12.2M0.01%+49,64813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO223,575$10.9M<0.01%+33,73313F-HRTimelineGroup
Principle Wealth Partners LLC222,961$10.8M0.53%-1,79613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA213,508$10.4M<0.01%+78,03713F-HRTimelineGroup
Cambridge Investment Research Advisors,…190,300$9.23M0.02%+19,10513F-HR/ATimeline
EnRich Financial Partners LLC187,384$9.09M2.16%+8,40413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC183,026$8.87M0.01%+124,12513F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…144,709$7.02M0.01%+6,01413F-HRTimelineGroup
HighTower Advisors, LLC136,772$6.63M0.01%+6,54613F-HRTimeline
MML INVESTORS SERVICES, LLC118,821$5.76M0.01%+19,71913F-HRTimeline
Ocean Park Asset Management, LLC116,300$5.64M0.27%013F-HRTimeline
VAQUERO PRIVATE WEALTH, LTD101,674$4.93M1.01%13F-HRTimeline
Plan Group Financial, LLC101,321$4.91M1.02%+5,66913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC93,322$4.53M<0.01%+8,62113F-HRTimelineGroup
Cyndeo Wealth Partners, LLC92,000$4.46M0.21%013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC83,662$4.06M0.6%-62,63813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC83,319$4.04M0.01%+26,73913F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…77,917$3.78M0.23%+12,39013F-HRTimeline
MBL Wealth, LLC77,605$3.76M0.26%-90513F-HRTimeline
Private Advisor Group, LLC74,899$3.63M0.02%-14,55113F-HRTimeline
Cornerstone Wealth Management, LLC73,438$3.56M0.15%-4,66613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.71,455$3.46M0.02%-2,60813F-HRTimelineGroup
AJ Advisors, LLC62,460$3.03M0.94%new13F-HRTimeline
D.A. DAVIDSON & CO.57,287$2.78M0.02%+7,64013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP56,275$2.73M<0.01%-4,03013F-HRTimelineGroup
Atlas Private Wealth Advisors56,091$2.72M0.6%-5,82913F-HRTimeline
RFG Advisory, LLC54,039$2.62M0.04%+11,29913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …54,013$2.62M0.03%+2,75513F-HRTimelineGroup
FIRST HORIZON CORP49,500$2.4M0.09%013F-HRTimeline
Logan Stone Capital, LLC49,293$2.39M0.51%new13F-HRTimeline
Janney Montgomery Scott LLC46,517$2.26M<0.01%new13F-HRTimeline
Sequoia Financial Advisors, LLC45,272$2.2M0.01%-5,24513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding43,852$2.13M-1,471Timeline
Integrated Wealth Concepts LLC41,241$2M0.01%+10,37513F-HRTimeline
IFP Advisors, Inc41,153$2M0.04%+4,84013F-HRTimeline
Sanctuary Advisors, LLC40,393$1.96M0.01%+18,97313F-HRTimeline
CAPITAL FINANCIAL GROUP INC\CO\ /ADV39,441$1.91M1%+86613F-HRTimeline
Mutual Advisors, LLC37,338$1.81M0.03%+82713F-HRTimeline
Vestmark Advisory Solutions, Inc.36,758$1.78M0.02%-49713F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC36,758$1.78M0.03%-49713F-HRTimeline
Avior Wealth Management, LLC36,756$1.78M0.05%-14,90813F-HRTimeline
ROCKLAND TRUST CO35,296$1.71M0.07%-52113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…33,984$1.65M0.01%+18,02013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC33,503$1.62M<0.01%new13F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP33,499$1.62M<0.01%+8,36213F-HRTimelineGroup
ShoreHaven Wealth Partners, LLC33,442$1.62M0.51%-64513F-HRTimeline
Main Street Financial Solutions, LLC31,677$1.54M0.1%+1,04313F-HRTimeline
Spartan Wealth Advisory Services LLC31,597$1.53M0.13%-2,16013F-HRTimeline
Stonebridge Financial Planning Group, L…30,128$1.46M0.47%+12,46413F-HRTimeline
Boyce & Associates Wealth Consulting, I…29,177$1.41M0.98%-70013F-HRTimeline
Curran Financial Partners, LLC28,207$1.37M0.2%+11,94413F-HRTimeline
OneDigital Investment Advisors LLC27,642$1.34M0.01%+2,79913F-HRTimeline
Arax Advisory Partners27,282$1.32M0.01%+1,69513F-HRTimeline
HARBOUR INVESTMENTS, INC.27,271$1.32M0.02%+1,84813F-HRTimeline
Hobart Private Capital, LLC26,834$1.3M0.22%+5,60913F-HRTimeline
GSG Advisors LLC26,574$1.29M0.28%-1,01413F-HRTimeline
Arkadios Wealth Advisors26,281$1.27M0.02%+18,06413F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…25,637$1.24M0.03%new13F-HRTimelineGroup
Signal Advisors Wealth, LLC25,392$1.23M0.06%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…25,098$1.22M0.01%-7,58013F-HRTimelineGroup
Traction Financial Partners, LLC25,079$1.22M0.65%+2,21413F-HRTimeline
Triton Wealth Management, PLLC23,317$1.13M0.35%-7513F-HRTimeline
J.W. COLE ADVISORS, INC.23,174$1.12M0.02%+9,65813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.22,926$1.11M0.02%-29,78713F-HRTimeline
High Net Worth Advisory Group LLC22,488$1.09M0.23%+8913F-HRTimeline
&PARTNERS22,267$1.08M<0.01%+5,45113F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.21,327$1.03M0.01%+10,43013F-HRTimelineGroup
Crumly & Associates Inc.20,536$996K0.19%-48,33513F-HRTimeline
Platform Technology Partners19,172$930K0.15%+10613F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV18,695$907K0.04%-46513F-HRTimeline
Boyd Wealth Management, LLC18,473$896K0.34%+1,27113F-HRTimeline
Sowell Financial Services LLC17,923$869K0.03%+9013F-HRTimeline
IFG Advisory, LLC17,897$868K0.03%new13F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC17,381$843K0.34%-1,48213F-HRTimeline
Capital Investment Advisory Services, L…16,943$822K0.05%+14113F-HRTimeline
Summit Financial, LLC16,440$797K0.01%-61,94013F-HRTimeline
Milestones Private Investment Advisors …15,714$762K0.61%-6013F-HRTimeline
Investors Portfolio Services LLC15,175$736K0.56%-18813F-HRTimeline
Summit Wealth Partners, LLC15,020$728K0.1%+61913F-HRTimeline
COUNTRY TRUST BANK14,954$725K0.01%-2013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…14,708$713K<0.01%-1,85613F-HRTimelineGroup
WealthCare Investment Partners, LLC13,605$660K0.16%-1,16713F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC13,548$657K0.03%+213F-HRTimeline
HRT FINANCIAL LP13,359$647K<0.01%+2,81313F-HRTimeline
Dakota Wealth Management12,237$593K0.01%+4,98713F-HRTimeline
Keating Financial Advisory Services, In…11,680$566K0.07%+1,55713F-HRTimeline
Allworth Financial LP11,478$557K<0.01%new13F-HRTimeline
Marshall Financial Group, LLC11,351$550K0.08%-58913F-HRTimeline
AdvisorNet Financial, Inc11,285$547K0.02%-3813F-HRTimeline
Koshinski Asset Management, Inc.11,279$547K0.03%+52913F-HRTimeline
Global Retirement Partners, LLC11,048$536K0.01%13F-HRTimeline
Steward Partners Investment Advisory, L…11,002$533K<0.01%+1,20813F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …10,836$525K0.03%+26213F-HRTimelineGroup
Hedeker Wealth, LLC10,518$510K0.1%+55813F-HRTimeline
Geneos Wealth Management Inc.10,114$490K0.01%+1,22413F-HRTimeline
Advyzon Investment Management, LLC9,771$474K0.03%-82113F-HRTimeline
Synergy Investment Management, LLC9,305$451K0.11%-2,26813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC9,262$449K0.01%-2,66613F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS9,138$443K<0.01%-39513F-HRTimeline
OLD MISSION CAPITAL LLC8,733$423K0.01%new13F-HRTimeline
Lineweaver Wealth Advisors, LLC8,584$416K0.05%new13F-HRTimeline
Jacobi Capital Management LLC8,417$408K0.02%+3,68813F-HRTimeline
Dynamic Advisor Solutions LLC8,335$404K0.01%+25213F-HRTimeline
DHJJ Financial Advisors, Ltd.8,304$403K0.12%-67113F-HRTimeline
Mariner, LLCin group Mariner, LLC8,238$399K<0.01%+1,41013F-HRTimelineGroup
Essex Bankin group Essex Financial Services, Inc.8,127$394K0.09%new13F-HRTimelineGroup
Gladstone Institutional Advisory LLC8,104$393K0.01%-1,75713F-HRTimeline
Mattern Wealth Management LLC8,000$388K0.06%013F-HRTimeline
Orion Porfolio Solutions, LLC7,982$387K<0.01%-53913F-HRTimeline
Prospera Financial Services Inc7,944$385K0.01%-3313F-HRTimeline
Kovack Advisors, Inc.7,795$378K0.02%new13F-HRTimeline
Nuveen, LLCin group TIAA7,623$370K<0.01%new13F-HRTimelineGroup
Clear Creek Financial Management, LLC7,496$364K0.02%+1,55413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management7,414$360K<0.01%+1,13413F-HRTimelineGroup
Sigma Planning Corp7,405$359K0.01%+79413F-HRTimeline
Genesee Capital Advisors, LLC7,121$345K0.11%+4413F-HRTimeline
AE Wealth Management LLC7,080$343K<0.01%+1,41313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.6,950$337K<0.01%+85013F-HRTimelineGroup
Kingsview Wealth Management, LLC6,949$337K<0.01%+78713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…6,930$336K<0.01%-10913F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV6,867$333K<0.01%new13F-HR/ATimeline
Uniting Wealth Partners, LLC6,810$330K0.07%+27013F-HRTimeline
CoreCap Advisors, LLC6,687$324K0.01%+72813F-HRTimeline
CRUX WEALTH ADVISORS6,364$309K0.11%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…6,182$300K0.01%013F-HRTimelineGroup
Elequin Capital, LP6,100$296K0.01%new13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC6,020$292K<0.01%-43313F-HRTimeline
Xcel Wealth Management, LLC6,000$291K0.07%013F-HRTimeline
Chicago Partners Investment Group LLC6,052$287K0.01%+4313F-HRTimeline
HighPoint Advisor Group LLC5,753$279K0.01%+26513F-HRTimeline
MONEY CONCEPTS CAPITAL CORP5,659$274K0.01%new13F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC5,622$273K0.08%+6113F-HRTimelineGroup
Stewardship Advisors, LLC5,434$263K0.05%-5,14013F-HRTimeline
CFO4Life Group, LLC5,375$261K0.04%013F-HRTimeline
Advisory Services Network, LLC5,153$250K<0.01%-2,61913F-HRTimeline
Snowden Capital Advisors LLC5,105$248K0.01%-1,73913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC5,078$246K<0.01%013F-HRTimelineGroup
Parallel Advisors, LLC5,041$244K<0.01%+1,66013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…4,840$235K0.03%new13F-HRTimeline
LVZ, Inc.4,758$231K0.02%new13F-HRTimeline
Westside Investment Management, Inc.4,552$221K0.03%-34813F-HRTimeline
Triumph Capital Management4,475$217K0.04%+2,70013F-HRTimeline
Aspen Grove Capital, LLC4,400$213K0.03%new13F-HRTimeline
Landmark Wealth Management, LLC4,376$212K0.05%+2813F-HRTimeline
Key Financial Inc4,375$212K0.03%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,365$212K<0.01%-17,93913F-HRTimelineGroup
Altus Wealth Group LLC4,351$211K0.08%-3,23913F-HRTimeline
WADDELL & ASSOCIATES, LLC4,330$210K0.01%-1,24013F-HRTimeline
Aurora Private Wealth, Inc.4,224$205K0.13%new13F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.4,164$202K0.06%-17813F-HRTimeline
PRIVATE TRUST CO NA2,849$138K0.01%013F-HRTimeline
Farther Finance Advisors, LLC2,686$130K<0.01%+1,70613F-HRTimeline
Hughes Financial Services, LLC2,537$123K0.02%-34213F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…2,291$111K<0.01%+9113F-HRTimelineGroup
Glen Eagle Advisors, LLC1,917$93K0.01%013F-HRTimeline
IMG Wealth Management, Inc.1,663$80.6K0.04%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,443$70K<0.01%013F-HRTimelineGroup
DUNCKER STREETT & CO INC1,392$67.5K0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,079$52.3K<0.01%new13F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC1,046$50.7K<0.01%013F-HRTimeline
Signature Equity Partners, LLC894$43.3K0.02%-9913F-HRTimeline
ROTHSCHILD INVESTMENT LLC625$30.3K<0.01%013F-HRTimeline
Larson Financial Group LLC612$29.7K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.582$28.2K0.02%013F-HRTimeline
Cornerstone Planning Group LLC346$16.5K<0.01%+213F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO338$16.4K<0.01%013F-HRTimelineGroup
Mosley Wealth Management332$16.1K0.01%+713F-HRTimeline
Golden State Wealth Management, LLC329$16K<0.01%+10413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\316$15.3K<0.01%013F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC214$10.4K<0.01%013F-HRTimeline
TOP Private Wealth LLC.194$9.42K0.01%13F-HRTimeline
AMERIFLEX GROUP, INC.159$7.71K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.151$7.32K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC145$7.03K<0.01%new13F-HRTimeline
Rossby Financial, LCC130$6.3K<0.01%013F-HRTimeline