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Disclosery

FMHI FIRST TR EXCH TRADED FD III

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MUNI HI INCM ETF (fund)

181 managers (182 13F filers) reported a position in FMHI shares at 2026-03-31, 13,859,394 shares in all. 19 filers opened a position and 13 filers sold out during the quarter.

Managers
181
13F filers
182
New
19
Added
78
Reduced
54
Sold out
13
Shares held by filers
13,859,394

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 STANLEY1,416,205$67.3M<0.01%+94,41813F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,330,827$63.6M0.14%-273,65713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,109,876$52.8M0.01%-35,90113F-HR/ATimelineGroup
LPL Financial LLC1,100,306$52.3M0.01%-67,41013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/798,920$38M<0.01%+153,17013F-HRTimelineGroup
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.542,231$25.8M1.08%+53,88613F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC394,130$18.7M0.01%-16,86613F-HRTimelineGroup
Cetera Investment Advisers359,142$17.1M0.02%+81,19713F-HRTimeline
SlateStone Wealth, LLC345,682$16.4M1.35%+76,47413F-HRTimeline
UBS Group AGin group UBS Group AG332,117$15.8M<0.01%+7,62213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC310,410$14.8M<0.01%+3,20513F-HRTimelineGroup
NewEdge Advisors, LLC269,223$12.8M0.05%+16,49013F-HR/ATimeline
Financial Partners Group, Inc237,886$11.3M1.35%+10,75313F-HRTimeline
Manhattan West Asset Management, LLC227,982$10.8M2.12%+15,78013F-HRTimeline
Principle Wealth Partners LLC224,757$10.7M0.61%-5,33713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.201,308$9.57M0.01%+19,89013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO189,842$9M<0.01%+2,89313F-HR/ATimelineGroup
EnRich Financial Partners LLC178,980$8.51M2.26%+2,15913F-HRTimeline
Cambridge Investment Research Advisors,…171,195$8.14M0.02%+61,86813F-HRTimeline
ASHTON THOMAS SECURITIES, LLC146,300$6.96M0.87%+9,42213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…138,695$6.59M0.01%+10,40113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA135,471$6.44M<0.01%+1,64413F-HRTimelineGroup
HighTower Advisors, LLC130,226$6.19M0.01%+1,10913F-HRTimeline
Vise Technologies, Inc.116,797$5.6M0.11%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC116,891$5.56M<0.01%+98,54013F-HRTimelineGroup
Ocean Park Asset Management, LLC116,300$5.53M0.32%013F-HR/ATimeline
MML INVESTORS SERVICES, LLC99,102$4.71M0.01%-14,01813F-HRTimeline
Plan Group Financial, LLC95,652$4.55M1.07%+13,13613F-HRTimeline
Cyndeo Wealth Partners, LLC92,000$4.37M0.23%013F-HRTimeline
Private Advisor Group, LLC89,450$4.25M0.02%+2,88113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding84,701$4.03M-1,005Timeline
CWM, LLCin group CWM, LLC84,418$4.01M0.01%-26,11113F-HRTimelineGroup
MBL Wealth, LLC78,510$3.73M0.28%+4,04013F-HRTimeline
Summit Financial, LLC78,380$3.73M0.05%-1,94013F-HRTimeline
Cornerstone Wealth Management, LLC78,104$3.71M0.19%-2,92813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.74,063$3.55M0.02%-4,76113F-HRTimelineGroup
Crumly & Associates Inc.68,871$3.27M0.69%-8,98313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…65,527$3.13M0.22%+4,44013F-HRTimeline
Atlas Private Wealth Advisors61,920$2.94M0.69%-1,79113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP60,305$2.87M<0.01%+2,12813F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC58,901$2.8M<0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC56,580$2.69M<0.01%-89913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…52,713$2.51M0.05%+29,69513F-HRTimelineGroup
Avior Wealth Management, LLC51,664$2.46M0.07%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …51,258$2.44M0.03%+2,74113F-HRTimelineGroup
Sequoia Financial Advisors, LLC50,517$2.4M0.01%-6,06913F-HRTimeline
D.A. DAVIDSON & CO.49,647$2.36M0.01%+2,71913F-HRTimeline
FIRST HORIZON CORP49,500$2.35M0.1%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC46,464$2.21M0.07%-4,06113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding45,323$2.15M-15,075Timeline
RFG Advisory, LLC42,740$2.03M0.04%+8,14113F-HRTimeline
Evergreen Private Wealth LLC40,205$1.91M0.77%+2,29313F-HRTimeline
CAPITAL FINANCIAL GROUP INC\CO\ /ADV38,575$1.83M1.01%-89913F-HRTimeline
Vestmark Advisory Solutions, Inc.37,255$1.77M0.02%+9,97113F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC37,255$1.77M0.04%+9,97113F-HRTimeline
Mutual Advisors, LLC36,511$1.74M0.04%-8813F-HRTimeline
IFP Advisors, Inc36,313$1.73M0.04%+4,62413F-HRTimeline
ROCKLAND TRUST CO35,817$1.7M0.07%-1,17513F-HRTimeline
FLOW TRADERS U.S. LLC34,574$1.64M0.05%+16,98313F-HRTimeline
ShoreHaven Wealth Partners, LLC34,087$1.62M0.58%-15,77313F-HRTimeline
Spartan Wealth Advisory Services LLC33,757$1.6M0.14%13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…32,678$1.55M0.02%-13,06013F-HRTimelineGroup
Integrated Wealth Concepts LLC30,866$1.47M0.01%+12113F-HRTimeline
Main Street Financial Solutions, LLC30,634$1.46M0.11%+4,66913F-HRTimeline
Boyce & Associates Wealth Consulting, I…29,877$1.42M1.08%+6,37513F-HRTimeline
GSG Advisors LLC27,588$1.31M0.34%+42513F-HRTimeline
Arax Advisory Partners25,587$1.22M0.03%-1,90713F-HRTimeline
HARBOUR INVESTMENTS, INC.25,423$1.21M0.02%+7,11813F-HRTimeline
Signal Advisors Wealth, LLC25,392$1.21M0.08%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP25,137$1.2M<0.01%-5,75613F-HRTimelineGroup
OneDigital Investment Advisors LLC24,843$1.18M0.01%+10,52513F-HRTimeline
Triton Wealth Management, PLLC23,392$1.12M0.41%-3613F-HRTimeline
Traction Financial Partners, LLC22,865$1.09M0.67%+2,40013F-HRTimeline
High Net Worth Advisory Group LLC22,399$1.06M0.25%+8713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…22,304$1.06M<0.01%new13F-HRTimelineGroup
Sanctuary Advisors, LLC21,420$1.02M0.01%013F-HRTimeline
Hobart Private Capital, LLC21,225$1.01M0.2%+2,84513F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV19,160$911K0.05%+30013F-HRTimeline
Platform Technology Partners19,066$906K0.17%+613F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC18,863$897K0.4%+3,31613F-HRTimeline
Sowell Financial Services LLC17,833$848K0.03%-10,09713F-HRTimeline
Stonebridge Financial Planning Group, L…17,664$840K0.31%+5,11213F-HRTimeline
Boyd Wealth Management, LLC17,202$818K0.35%+88413F-HRTimeline
&PARTNERS16,816$799K<0.01%-32513F-HRTimeline
Capital Investment Advisory Services, L…16,802$799K0.06%+613F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…16,564$787K<0.01%new13F-HRTimelineGroup
Independent Advisor Alliance16,309$775K0.01%new13F-HRTimeline
Curran Financial Partners, LLC16,263$773K0.14%-1,63213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…15,964$759K0.01%-2,78313F-HRTimelineGroup
Milestones Private Investment Advisors …15,774$750K0.66%+2313F-HRTimeline
Investors Portfolio Services LLC15,363$723K0.67%-1,68113F-HRTimeline
COUNTRY TRUST BANK14,974$712K0.01%-15113F-HRTimeline
WealthCare Investment Partners, LLC14,772$703K0.2%+5,36713F-HRTimeline
Summit Wealth Partners, LLC14,401$685K0.11%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC13,546$644K0.03%new13F-HRTimeline
J.W. COLE ADVISORS, INC.13,516$643K0.02%-1,28613F-HRTimeline
TSA Wealth Managment LLC12,341$587K0.19%new13F-HRTimeline
Marshall Financial Group, LLC11,940$568K0.09%-42213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC11,928$567K0.01%+34413F-HRTimelineGroup
Synergy Investment Management, LLC11,573$550K0.18%-24,74713F-HRTimeline
AdvisorNet Financial, Inc11,323$538K0.03%-2613F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.10,897$518K0.01%+2,12613F-HRTimelineGroup
Bison Wealth, LLC10,768$517K0.05%+3,85913F-HRTimeline
Koshinski Asset Management, Inc.10,750$511K0.03%+1,17613F-HRTimeline
Advyzon Investment Management, LLC10,592$504K0.05%-8213F-HRTimeline
Stewardship Advisors, LLC10,574$503K0.12%-71,17013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …10,574$503K0.03%+89613F-HRTimelineGroup
HRT FINANCIAL LP10,546$501K<0.01%new13F-HRTimeline
Keating Financial Advisory Services, In…10,123$481K0.08%+1,50313F-HRTimeline
Hedeker Wealth, LLC9,960$473K0.1%+6413F-HRTimeline
Gladstone Institutional Advisory LLC9,861$469K0.02%+15713F-HRTimeline
Steward Partners Investment Advisory, L…9,794$466K<0.01%-80013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS9,533$453K<0.01%-2,58013F-HRTimeline
DHJJ Financial Advisors, Ltd.8,975$427K0.14%+6413F-HRTimeline
Geneos Wealth Management Inc.8,890$423K0.01%+2,85313F-HRTimeline
Orion Porfolio Solutions, LLC8,521$405K<0.01%-86013F-HRTimeline
Arkadios Wealth Advisors8,217$391K0.01%+1,53413F-HRTimeline
Dynamic Advisor Solutions LLC8,083$384K0.01%+1013F-HRTimeline
Mattern Wealth Management LLC8,000$380K0.07%013F-HRTimeline
Prospera Financial Services Inc7,977$379K0.01%+56713F-HRTimeline
Advisory Services Network, LLC7,772$369K<0.01%-53013F-HRTimeline
Altus Wealth Group LLC7,590$361K0.15%+10613F-HRTimeline
Dakota Wealth Management7,250$345K0.01%-11813F-HR/ATimeline
Genesee Capital Advisors, LLC7,077$336K0.14%-55313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…7,039$335K<0.01%+37313F-HRTimelineGroup
Snowden Capital Advisors LLC6,844$325K0.01%+1,16713F-HRTimeline
Mariner, LLCin group Mariner, LLC6,828$325K<0.01%013F-HRTimelineGroup
Sigma Planning Corp6,611$314K0.01%-33113F-HRTimeline
Brooklyn Investment Group6,543$311K0.01%-84213F-HRTimeline
Uniting Wealth Partners, LLC6,540$311K0.07%new13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC6,453$307K0.01%-8,73413F-HRTimeline
CRUX WEALTH ADVISORS6,364$303K0.12%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management6,280$299K<0.01%new13F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…6,182$294K0.01%+19513F-HRTimelineGroup
Kingsview Wealth Management, LLC6,162$293K<0.01%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.6,100$290K<0.01%013F-HRTimelineGroup
Chicago Partners Investment Group LLC6,009$289K0.01%+16913F-HRTimeline
Xcel Wealth Management, LLC6,000$285K0.08%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,960$283K<0.01%-9,46313F-HRTimelineGroup
CoreCap Advisors, LLC5,959$283K0.01%+2,16713F-HRTimeline
Clear Creek Financial Management, LLC5,942$282K0.02%+49013F-HRTimeline
AE Wealth Management LLC5,667$269K<0.01%-88613F-HRTimeline
WADDELL & ASSOCIATES, LLC5,570$265K0.01%013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC5,561$264K0.1%+74713F-HR/ATimelineGroup
HighPoint Advisor Group LLC5,488$261K0.01%+16313F-HRTimeline
CFO4Life Group, LLC5,375$256K0.04%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC5,078$241K<0.01%013F-HRTimelineGroup
Westside Investment Management, Inc.4,900$233K0.04%013F-HRTimeline
Jacobi Capital Management LLC4,729$225K0.01%-70413F-HRTimeline
Key Financial Inc4,375$208K0.04%013F-HRTimeline
Landmark Wealth Management, LLC4,348$207K0.06%-88713F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.4,342$206K0.06%-54613F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,628$172K<0.01%-5,11513F-HRTimelineGroup
Parallel Advisors, LLC3,381$161K<0.01%new13F-HR/ATimeline
Hughes Financial Services, LLC2,879$137K0.02%-18113F-HRTimeline
PRIVATE TRUST CO NA2,849$135K0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…2,200$105K<0.01%013F-HRTimelineGroup
Glen Eagle Advisors, LLC1,917$91.1K0.01%new13F-HRTimeline
Triumph Capital Management1,775$84.4K0.02%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,443$69K<0.01%013F-HRTimelineGroup
DUNCKER STREETT & CO INC1,392$66.2K0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC1,046$49.7K<0.01%new13F-HRTimeline
Signature Equity Partners, LLC993$47.2K0.03%+513F-HRTimeline
Farther Finance Advisors, LLC980$46.8K<0.01%+44113F-HRTimeline
ROTHSCHILD INVESTMENT LLC625$29.7K<0.01%013F-HRTimeline
Larson Financial Group LLC612$29.1K<0.01%+2513F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.582$27.7K0.02%013F-HRTimeline
True Wealth Design, LLC550$26.1K0.01%new13F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC352$16.7K0.01%new13F-HRTimeline
Cornerstone Planning Group LLC344$16.5K<0.01%+613F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO338$16.1K<0.01%013F-HRTimelineGroup
Mosley Wealth Management325$15.4K0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\316$15K<0.01%-7,65413F-HRTimelineGroup
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…232$11K0.01%+5113F-HRTimelineGroup
Sound Income Strategies, LLC228$10.9K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC225$10.7K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC214$10.2K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.159$7.56K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.151$7.18K<0.01%013F-HRTimeline
Rossby Financial, LCC130$6.21K<0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC10$476<0.01%013F-HRTimeline