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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 2025-12-31, 13,586,415 shares in all. 20 filers opened a position and 9 filers sold out during the quarter.

Managers
176
13F filers
178
New
20
Added
81
Reduced
50
Sold out
9
Shares held by filers
13,586,415

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,604,484$77M0.1%+51,73813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,321,787$63.4M<0.01%+117,31413F-HR/ATimelineGroup
LPL Financial LLC1,167,716$56M0.02%+129,68413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,145,777$54.9M0.01%+154,62413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/645,750$31M<0.01%+281,75313F-HRTimelineGroup
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.488,345$23.4M1%+38,69013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC410,996$19.7M0.01%-13,43013F-HRTimelineGroup
UBS Group AGin group UBS Group AG324,495$15.6M<0.01%+30,40413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC307,205$14.7M<0.01%+92,56713F-HRTimelineGroup
Cetera Investment Advisers277,945$13.3M0.01%+33,15213F-HRTimeline
SlateStone Wealth, LLC269,208$12.9M1.08%+24,88913F-HRTimeline
NewEdge Advisors, LLC252,733$12.1M0.04%+34,57113F-HRTimeline
Principle Wealth Partners LLC230,094$11M0.62%-57,22513F-HRTimeline
Financial Partners Group, Inc227,133$10.9M1.26%+28,88013F-HRTimeline
Manhattan West Asset Management, LLC212,202$10.2M2.08%-2,35913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO186,949$8.96M<0.01%+66,20313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.181,418$8.7M0.01%+26,29113F-HRTimelineGroup
EnRich Financial Partners LLC176,821$8.48M2.31%+1,87113F-HRTimeline
ASHTON THOMAS SECURITIES, LLC136,878$6.56M1.25%-3,96713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA133,827$6.42M<0.01%-25,76913F-HRTimelineGroup
HighTower Advisors, LLC129,117$6.19M0.01%+8,07313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…128,294$6.15M0.01%+3,15313F-HR/ATimelineGroup
Vise Technologies, Inc.116,797$5.6M0.11%+69,54513F-HRTimeline
Ocean Park Asset Management, LLC116,300$5.57M0.26%013F-HRTimeline
MML INVESTORS SERVICES, LLC113,120$5.42M0.01%+11,62913F-HRTimeline
CWM, LLCin group CWM, LLC110,529$5.3M0.01%-1,91913F-HRTimelineGroup
Cambridge Investment Research Advisors,…109,327$5.24M0.01%+25,36813F-HRTimeline
Cyndeo Wealth Partners, LLC92,000$4.41M0.24%-1,04613F-HRTimeline
Private Advisor Group, LLC86,569$4.15M0.02%+4,22113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding85,706$4.11M+5,376Timeline
Plan Group Financial, LLC82,516$3.96M1.03%+22,43313F-HRTimeline
Stewardship Advisors, LLC81,744$3.92M0.91%+4,89613F-HRTimeline
Cornerstone Wealth Management, LLC81,032$3.88M0.2%+90013F-HRTimeline
Summit Financial, LLC80,320$3.85M0.06%+7,12913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.78,824$3.78M0.03%-1,48313F-HRTimelineGroup
Crumly & Associates Inc.77,854$3.73M0.78%-1,59313F-HRTimeline
MBL Wealth, LLC74,470$3.57M0.29%+79013F-HRTimeline
Atlas Private Wealth Advisors63,711$3.05M0.71%+56413F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…61,087$2.93M0.2%+50,93013F-HRTimeline
AJ Advisors, LLC60,429$2.9M1.07%+4,32713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding60,398$2.9M+11,680Timeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP58,177$2.79M<0.01%+55213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC57,479$2.76M<0.01%-9,81213F-HRTimeline
Sequoia Financial Advisors, LLC56,586$2.71M0.02%-3,71513F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC50,525$2.42M0.08%+4,55813F-HRTimeline
ShoreHaven Wealth Partners, LLC49,860$2.39M0.86%+4,31913F-HRTimeline
FIRST HORIZON CORP49,500$2.37M0.11%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …48,517$2.33M0.03%+21,74113F-HRTimelineGroup
D.A. DAVIDSON & CO.46,928$2.25M0.01%+3,03513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…45,738$2.19M0.03%-14,89113F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp41,833$2.01M<0.01%-1,18913F-HRTimelineGroup
CAPITAL FINANCIAL GROUP INC\CO\ /ADV39,474$1.89M1.06%13F-HRTimeline
Evergreen Private Wealth LLC37,912$1.82M0.72%+3,02413F-HRTimeline
Janney Montgomery Scott LLC37,716$1.81M<0.01%+5,68913F-HRTimeline
ROCKLAND TRUST CO36,992$1.77M0.07%013F-HRTimeline
Mutual Advisors, LLC36,599$1.75M0.04%-92213F-HRTimeline
Synergy Investment Management, LLC36,320$1.74M0.62%+8,34513F-HRTimeline
RFG Advisory, LLC34,599$1.66M0.03%+24,61513F-HRTimeline
IFP Advisors, Inc31,689$1.52M0.03%-1,91313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP30,893$1.48M<0.01%+6,01613F-HRTimelineGroup
Integrated Wealth Concepts LLC30,745$1.47M0.02%-18,43413F-HRTimeline
Sowell Financial Services LLC27,930$1.34M0.05%+19213F-HRTimeline
Arax Advisory Partners27,494$1.32M0.04%new13F-HRTimeline
Vestmark Advisory Solutions, Inc.27,284$1.31M0.02%+4,87013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC27,284$1.31M0.06%-1,06013F-HRTimeline
GSG Advisors LLC27,163$1.3M0.34%-15,92013F-HRTimeline
Main Street Financial Solutions, LLC25,965$1.24M0.09%+3,61913F-HRTimeline
Boyce & Associates Wealth Consulting, I…23,502$1.13M0.94%-12213F-HRTimeline
Triton Wealth Management, PLLC23,428$1.13M0.42%-39113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…23,018$1.1M0.02%-91,66313F-HRTimelineGroup
High Net Worth Advisory Group LLC22,312$1.07M0.25%+8313F-HRTimeline
Sanctuary Advisors, LLC21,420$1.03M0.01%+2,00013F-HRTimeline
Traction Financial Partners, LLC20,465$981K0.58%-50413F-HRTimeline
COMERICA BANK19,341$927K<0.01%-93013F-HRTimeline
Platform Technology Partners19,060$914K0.19%-24,86113F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV18,860$904K0.05%+57513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…18,747$899K0.01%+4,37213F-HRTimelineGroup
Hobart Private Capital, LLC18,380$881K0.17%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC18,351$880K<0.01%new13F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.18,305$877K0.02%+5,62513F-HRTimeline
Curran Financial Partners, LLC17,895$858K0.16%+2,53113F-HRTimeline
FLOW TRADERS U.S. LLC17,591$843K0.03%new13F-HRTimeline
IFG Advisory, LLC17,527$840K0.04%+12613F-HRTimeline
&PARTNERS17,141$822K<0.01%new13F-HRTimeline
Investors Portfolio Services LLC17,044$817K0.74%13F-HRTimeline
Capital Investment Advisory Services, L…16,796$805K0.06%+10513F-HRTimeline
ARBOR CAPITAL MANAGEMENT INC /ADV16,354$786K0.66%+77613F-HRTimeline
Boyd Wealth Management, LLC16,318$782K0.33%+3113F-HRTimeline
Milestones Private Investment Advisors …15,751$755K0.52%+7413F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC15,547$745K0.34%+7813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC15,423$739K<0.01%+9,20413F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC15,187$728K0.01%+3,72613F-HRTimeline
COUNTRY TRUST BANK15,125$725K0.01%-49513F-HRTimeline
Summit Wealth Partners, LLC14,401$690K0.13%013F-HRTimeline
OneDigital Investment Advisors LLC14,318$686K0.01%013F-HRTimeline
Stonebridge Financial Planning Group, L…12,552$602K0.22%new13F-HRTimeline
Marshall Financial Group, LLC12,362$593K0.11%-1,11713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS12,113$581K<0.01%-1,96113F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…11,665$559K0.01%013F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC11,584$555K0.01%+1,75013F-HRTimelineGroup
Dynasty Wealth Management, LLC11,421$547K0.01%+13713F-HRTimeline
AdvisorNet Financial, Inc11,349$544K0.03%-16513F-HRTimeline
Advyzon Investment Management, LLC10,674$512K0.06%+89113F-HRTimeline
Global Retirement Partners, LLC10,615$509K0.01%+11013F-HRTimeline
Steward Partners Investment Advisory, L…10,594$508K<0.01%+77713F-HRTimeline
Hedeker Wealth, LLC9,896$474K0.1%+10413F-HRTimeline
Gladstone Institutional Advisory LLC9,704$465K0.02%-2,55813F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …9,678$464K0.04%-3,25913F-HRTimelineGroup
Koshinski Asset Management, Inc.9,574$459K0.03%new13F-HRTimeline
WealthCare Investment Partners, LLC9,405$451K0.13%-12613F-HRTimeline
Orion Porfolio Solutions, LLC9,381$450K<0.01%+1,83513F-HRTimeline
DHJJ Financial Advisors, Ltd.8,911$427K0.14%-913F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.8,771$420K<0.01%+3,12913F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…8,743$419K0.01%new13F-HRTimelineGroup
Keating Financial Advisory Services, In…8,620$413K0.06%13F-HRTimeline
Advisory Services Network, LLC8,302$398K0.01%-80613F-HRTimeline
Dynamic Advisor Solutions LLC8,073$387K0.01%+41913F-HRTimeline
Mattern Wealth Management LLC8,000$383K0.07%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\7,970$382K<0.01%-4,03713F-HRTimelineGroup
Genesee Capital Advisors, LLC7,630$366K0.15%-5713F-HRTimeline
Altus Wealth Group LLC7,484$359K0.14%+32013F-HRTimeline
Prospera Financial Services Inc7,410$355K0.01%-4,12013F-HRTimeline
Brooklyn Investment Group7,385$354K0.02%new13F-HRTimeline
Dakota Wealth Management7,368$353K0.01%new13F-HR/ATimeline
Elequin Capital, LP7,105$341K0.04%-23,66213F-HRTimeline
Sigma Planning Corp6,942$333K0.01%-3,29113F-HRTimeline
Bison Wealth, LLC6,909$329K0.04%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC6,828$327K<0.01%new13F-HRTimelineGroup
Arkadios Wealth Advisors6,683$320K0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…6,666$320K<0.01%+3013F-HR/ATimelineGroup
AE Wealth Management LLC6,553$314K<0.01%+59213F-HRTimeline
CRUX WEALTH ADVISORS6,364$305K0.11%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.6,100$292K<0.01%-40013F-HRTimelineGroup
Geneos Wealth Management Inc.6,037$289K0.01%+1,10313F-HRTimeline
Xcel Wealth Management, LLC6,000$288K0.07%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…5,987$287K0.01%-65913F-HRTimelineGroup
Chicago Partners Investment Group LLC5,840$280K0.01%-98513F-HRTimeline
Snowden Capital Advisors LLC5,677$272K0.01%+88813F-HRTimeline
WADDELL & ASSOCIATES, LLC5,570$267K0.02%013F-HRTimeline
Clear Creek Financial Management, LLC5,452$261K0.02%+1,24213F-HRTimeline
Jacobi Capital Management LLC5,433$260K0.02%+5113F-HRTimeline
CFO4Life Group, LLC5,375$258K0.04%013F-HRTimeline
HighPoint Advisor Group LLC5,325$255K0.01%new13F-HRTimeline
Landmark Wealth Management, LLC5,235$251K0.1%+7913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC5,078$243K<0.01%013F-HRTimelineGroup
Westside Investment Management, Inc.4,900$235K0.04%-10013F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.4,888$234K0.07%+60813F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC4,814$231K0.08%-2,92113F-HRTimelineGroup
Key Financial Inc4,375$210K0.04%013F-HRTimeline
Total Clarity Wealth Management, Inc.4,315$207K0.05%-2,05213F-HRTimeline
CoreCap Advisors, LLC3,792$182K0.01%+2,68913F-HRTimeline
Hughes Financial Services, LLC3,060$147K0.02%-1413F-HRTimeline
PRIVATE TRUST CO NA2,849$137K0.01%-47113F-HRTimeline
J.W. COLE ADVISORS, INC.14,802$116K<0.01%+1,10213F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…2,200$105K<0.01%013F-HRTimelineGroup
Camelot Portfolios, LLC2,000$95.9K0.06%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,443$69K<0.01%013F-HR/ATimelineGroup
DUNCKER STREETT & CO INC1,392$66.7K0.01%013F-HRTimeline
MAI Capital Management1,028$49.3K<0.01%013F-HRTimeline
Signature Equity Partners, LLC988$47.3K0.03%13F-HRTimeline
ROTHSCHILD INVESTMENT LLC625$30K<0.01%013F-HRTimeline
Larson Financial Group LLC587$28.1K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.582$27.9K0.02%013F-HRTimeline
Farther Finance Advisors, LLC539$25.8K<0.01%-66813F-HRTimeline
Cornerstone Planning Group LLC338$16.2K<0.01%+313F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO338$16.2K<0.01%new13F-HRTimelineGroup
Sound Income Strategies, LLC228$11K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC225$10.8K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC214$10.3K<0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…181$8.68K<0.01%new13F-HRTimelineGroup
AMERIFLEX GROUP, INC.159$7.62K<0.01%-15913F-HRTimeline
LANARK FINANCIAL, INC.151$7.24K<0.01%+613F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC150$7.19K<0.01%new13F-HRTimeline
Rossby Financial, LCC130$6.23K<0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC10$480<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3$144<0.01%-6213F-HRTimelineGroup