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Disclosery

FMHI FIRST TR EXCH TRADED FD III

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MUNI HI INCM ETF (fund)

176 managers (178 13F filers) reported a position in FMHI shares at 2025-06-30, 11,999,777 shares in all. 18 filers opened a position and 16 filers sold out during the quarter.

Managers
176
13F filers
178
New
18
Added
56
Reduced
72
Sold out
16
Shares held by filers
11,999,777

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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…1,468,443$68.7M0.11%+165,19113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,142,047$53.3M<0.01%-151,16413F-HRTimelineGroup
LPL Financial LLC917,298$42.8M0.01%-60,87813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN828,835$38.7M0.01%+56,27513F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC397,988$18.6M0.01%+14,26413F-HRTimelineGroup
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.395,980$18.5M0.96%+279,71613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/392,817$18.3M<0.01%-321,73313F-HRTimelineGroup
UBS Group AGin group UBS Group AG373,838$17.5M<0.01%-29,39813F-HRTimelineGroup
Principle Wealth Partners LLC295,682$13.8M0.86%-21,49913F-HRTimeline
NewEdge Advisors, LLC271,231$12.7M0.07%+32,88713F-HRTimeline
SlateStone Wealth, LLC257,873$12M1.13%+24,79513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC228,646$10.7M<0.01%-5,17813F-HRTimelineGroup
Ocean Park Asset Management, LLC208,500$9.97M0.35%013F-HRTimeline
Manhattan West Asset Management, LLC206,049$9.62M2.23%+12,97313F-HRTimeline
Cetera Investment Advisers202,682$9.47M0.02%-1,14113F-HRTimeline
Financial Partners Group, Inc182,025$8.5M1.18%-69,08713F-HRTimeline
EnRich Financial Partners LLC168,173$7.85M2.41%+2,73513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA166,499$7.78M<0.01%+27,08113F-HR/ATimelineGroup
Atlas Private Wealth Advisors137,015$6.4M0.82%-9,05013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC131,035$6.12M0.01%+117,78213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.126,231$5.9M0.01%+21,18913F-HR/ATimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…124,595$5.82M0.01%-1,76213F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC101,612$4.75M0.01%+1,41413F-HRTimeline
CWM, LLCin group CWM, LLC95,386$4.46M0.02%+17,21813F-HRTimelineGroup
Cyndeo Wealth Partners, LLC95,278$4.45M0.26%013F-HRTimeline
HighTower Advisors, LLC94,508$4.41M0.01%-97,20913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO92,801$4.33M<0.01%-53,91113F-HRTimelineGroup
FLOW TRADERS U.S. LLC84,922$3.97M0.15%new13F-HRTimeline
Cornerstone Wealth Management, LLC83,174$3.88M0.24%+8,67013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding80,416$3.76M+892Timeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.77,963$3.64M0.03%+26,47813F-HRTimelineGroup
Private Advisor Group, LLC73,941$3.45M0.02%-9,66813F-HRTimeline
Cambridge Investment Research Advisors,…72,761$3.4M0.01%-61,38513F-HRTimeline
MBL Wealth, LLC72,600$3.39M0.32%+64513F-HRTimeline
Stewardship Advisors, LLC72,483$3.38M0.86%-1,49113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC70,886$3.31M<0.01%-2,76613F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…68,509$3.2M0.04%013F-HRTimelineGroup
Vise Technologies, Inc.64,700$3.02M0.12%13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding62,067$2.9M+248Timeline
Crumly & Associates Inc.60,566$2.83M0.69%-36,54213F-HRTimeline
AJ Advisors, LLC59,098$2.76M1.23%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.58,243$2.72M0.01%+9,82913F-HRTimeline
Visionary Wealth Advisors56,929$2.66M0.14%-4,33413F-HRTimeline
Martin Worley Group54,388$2.54M1.24%+12,91613F-HRTimeline
First Horizon Advisors, Inc.49,500$2.31M0.06%013F-HRTimeline
Platform Technology Partners49,407$2.31M0.6%-9,92213F-HRTimeline
ASHTON THOMAS SECURITIES, LLC48,416$2.26M0.55%+28,20113F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC47,587$2.22M0.08%new13F-HRTimeline
ROCKLAND TRUST CO47,519$2.22M0.11%-5,94413F-HRTimeline
GSG Advisors LLC46,931$2.19M0.64%-4,78513F-HRTimeline
EWG Elevate Inc.46,001$2.15M0.66%new13F-HRTimeline
D.A. DAVIDSON & CO.44,016$2.06M0.01%+2,92413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP42,212$1.97M<0.01%+8,20813F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp42,035$1.96M<0.01%-2,29713F-HRTimelineGroup
Evergreen Private Wealth LLC33,756$1.58M0.66%-24813F-HRTimeline
Mutual Advisors, LLC34,174$1.57M0.04%+70413F-HRTimeline
Plan Group Financial, LLC32,747$1.53M0.5%+11,54913F-HRTimeline
IFP Advisors, Inc32,656$1.53M0.04%+6,16813F-HRTimeline
Sowell Financial Services LLC31,853$1.49M0.06%+23313F-HRTimeline
Financial Advocates Investment Manageme…30,367$1.42M0.12%-4,21013F-HRTimeline
Arax Advisory Partners28,445$1.33M0.06%+19,59713F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …26,655$1.24M0.02%+21,14213F-HRTimelineGroup
ShoreHaven Wealth Partners, LLC25,897$1.21M0.5%-10,53213F-HRTimeline
Integrated Wealth Concepts LLC25,595$1.2M0.01%-18513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP23,841$1.11M<0.01%+2,04313F-HRTimelineGroup
Triton Wealth Management, PLLC23,792$1.09M0.47%13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…22,249$1.04M0.02%-15,19013F-HRTimelineGroup
High Net Worth Advisory Group LLC22,145$1.03M0.27%+8113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…21,497$1M<0.01%new13F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC20,982$980K0.02%+11,94713F-HRTimeline
Boyce & Associates Wealth Consulting, I…20,615$963K0.88%+4,16913F-HRTimeline
Janney Montgomery Scott LLC19,512$911K<0.01%-3,40313F-HRTimeline
COMERICA BANK19,140$894K<0.01%-2,24413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…18,694$873K0.02%-9,11613F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC18,269$853K<0.01%new13F-HRTimelineGroup
Capital Investment Advisory Services, L…17,695$826K0.07%+14513F-HRTimeline
IFG Advisory, LLC17,223$804K0.04%+5,67313F-HRTimeline
Boyd Wealth Management, LLC16,272$760K0.33%-2513F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV16,230$758K0.05%-33513F-HRTimeline
COUNTRY TRUST BANK16,002$747K0.02%-11413F-HRTimeline
Traction Financial Partners, LLC15,449$721K0.49%-2,21013F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC15,390$719K0.37%+35613F-HRTimeline
ARBOR CAPITAL MANAGEMENT INC /ADV15,321$709K0.62%+49913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS14,933$697K<0.01%-3,84213F-HRTimeline
OLD MISSION CAPITAL LLC14,618$683K0.02%-32,01613F-HRTimeline
Summit Wealth Partners, LLC14,465$676K0.13%013F-HRTimeline
OneDigital Investment Advisors LLC14,318$669K0.01%013F-HRTimeline
Atria Investments, Inc14,134$660K0.01%-4,86613F-HRTimeline
Milestones Private Investment Advisors …13,740$642K0.48%13F-HRTimeline
HARBOUR INVESTMENTS, INC.13,580$634K0.02%-16713F-HRTimeline
Sanctuary Advisors, LLC13,310$622K<0.01%+79013F-HRTimeline
J.W. COLE ADVISORS, INC.13,138$614K0.01%new13F-HRTimeline
Marshall Financial Group, LLC13,057$610K0.12%+26813F-HRTimeline
Hobart Private Capital, LLC13,044$609K0.14%-12,58013F-HRTimeline
Belpointe Asset Management LLC12,850$600K0.03%-4,26013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …12,175$569K0.04%-5,87413F-HRTimelineGroup
Prospera Financial Services Inc12,139$567K0.01%-10,76313F-HRTimeline
Gladstone Institutional Advisory LLC12,129$566K0.02%+33313F-HRTimeline
AdvisorNet Financial, Inc11,977$559K0.04%-72613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC11,976$559K0.01%-40813F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…11,665$545K0.02%-1,50213F-HRTimelineGroup
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC11,441$534K0.15%-17,82813F-HRTimelineGroup
Sigma Planning Corp10,199$476K0.01%-89313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…10,157$474K0.04%+1,70013F-HRTimeline
Curran Financial Partners, LLC10,108$472K0.1%-76513F-HRTimeline
WealthCare Investment Partners, LLC9,994$468K0.17%-60513F-HRTimeline
DHJJ Financial Advisors, Ltd.9,992$467K0.17%+1,87813F-HRTimeline
Steward Partners Investment Advisory, L…9,880$461K<0.01%-3,68913F-HRTimeline
Advisory Services Network, LLC9,843$453K0.01%-27913F-HRTimeline
Advyzon Investment Management, LLC9,560$446K0.1%-1,13313F-HRTimeline
Hedeker Wealth, LLC9,495$443K0.1%-31413F-HRTimeline
Dynasty Wealth Management, LLC9,246$432K0.01%+21213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …8,400$392K0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC8,398$392K0.01%13F-HRTimeline
Orion Porfolio Solutions, LLC8,184$382K<0.01%+36513F-HR/ATimeline
TRUSTMARK BANK TRUST DEPARTMENT8,092$378K0.03%-1,52013F-HRTimeline
Mattern Wealth Management LLC8,050$376K0.08%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\7,963$372K<0.01%013F-HRTimelineGroup
Per Stirling Capital Management, LLC.7,931$370K0.05%+1,89813F-HRTimeline
AE Wealth Management LLC7,735$361K<0.01%+1,72613F-HRTimeline
Genesee Capital Advisors, LLC7,637$357K0.16%+4813F-HRTimeline
Aurora Private Wealth, Inc.7,441$347K0.26%+7813F-HRTimeline
Bison Wealth, LLC7,093$331K0.03%+713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC7,090$331K<0.01%-79513F-HRTimelineGroup
Chicago Partners Investment Group LLC6,870$316K0.01%-15513F-HRTimeline
Altus Wealth Group LLC6,706$313K0.14%-113F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…6,618$309K0.01%-4713F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.6,400$299K<0.01%+45013F-HRTimelineGroup
Snowden Capital Advisors LLC6,353$297K0.01%-48313F-HRTimeline
B. Riley Wealth Advisors, Inc.6,310$295K0.01%+53513F-HRTimeline
RFG Advisory, LLC6,285$294K0.01%-1,05813F-HRTimeline
Xcel Wealth Management, LLC6,000$280K0.08%013F-HRTimeline
Atria Wealth Solutions, Inc.5,820$272K0.01%+34213F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…5,794$271K0.01%-90213F-HRTimelineGroup
Landmark Wealth Management, LLC5,585$261K0.11%+22413F-HRTimeline
WADDELL & ASSOCIATES, LLC5,570$260K0.03%013F-HRTimeline
CFO4Life Group, LLC5,375$251K0.04%-84613F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.5,195$243K<0.01%+78013F-HRTimelineGroup
Geneos Wealth Management Inc.5,063$236K0.01%-5,33113F-HRTimeline
Dynamic Advisor Solutions LLC5,018$234K0.01%new13F-HRTimeline
Total Clarity Wealth Management, Inc.5,016$234K0.07%new13F-HRTimeline
Westside Investment Management, Inc.5,000$234K0.04%013F-HRTimeline
INVICTUS PRIVATE WEALTH, LLC4,668$218K0.01%new13F-HRTimeline
SeaCrest Wealth Management, LLC4,558$213K0.02%013F-HRTimeline
Insight Wealth Strategies, LLC4,412$206K0.03%+2013F-HRTimeline
Key Financial Inc4,375$204K0.04%013F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.4,366$204K0.07%-1,01313F-HRTimeline
Pineridge Advisors LLC3,636$170K0.06%-16913F-HRTimeline
Elequin Capital, LP3,500$163K0.02%new13F-HRTimeline
PRIVATE TRUST CO NA3,320$155K0.01%-1,88113F-HRTimeline
Hughes Financial Services, LLC2,445$113K0.02%-94,09013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…2,200$103K<0.01%013F-HRTimelineGroup
Stephens Consulting, LLC1,824$85.2K0.02%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,455$68K<0.01%013F-HRTimelineGroup
DUNCKER STREETT & CO INC1,392$65K0.01%013F-HRTimeline
MAI Capital Management1,298$60.6K<0.01%013F-HRTimeline
Creekmur Asset Management LLC1,107$51.7K0.01%013F-HRTimeline
CoreCap Advisors, LLC1,103$51.5K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC995$46.5K<0.01%-95013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV868$40.5K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC625$29.2K<0.01%013F-HRTimeline
Larson Financial Group LLC587$27.4K<0.01%-2,18913F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.582$27.2K0.03%13F-HRTimeline
Cornerstone Planning Group LLC332$15.4K<0.01%+413F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC276$12.9K0.01%013F-HRTimeline
Golden State Wealth Management, LLC225$10.5K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC188$8.78K<0.01%-4613F-HRTimelineGroup
Rossby Financial, LCC130$6.07K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.145$6K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…112$5.23K<0.01%new13F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP80$3.73K<0.01%new13F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC15$701<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3$140<0.01%013F-HRTimelineGroup
NFSG Corp0$8<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Activest Wealth Management0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.