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Disclosery

FSMB FIRST TR EXCH TRADED FD III

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SHRT DUR MNG MUN (fund)

138 managers (140 13F filers) reported a position in FSMB shares at 2026-03-31, 23,167,468 shares in all. 15 filers opened a position and 13 filers sold out during the quarter.

Managers
138
13F filers
140
New
15
Added
68
Reduced
38
Sold out
13
Shares held by filers
23,167,468

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 STANLEY5,146,534$103M0.01%+733,63113F-HRTimelineGroup
LPL Financial LLC2,267,473$45.3M0.01%+844,72013F-HRTimeline
RMR Wealth Builders1,077,267$21.5M1.69%+54,04513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP1,052,630$21M0.03%-172,56513F-HRTimelineGroup
HighTower Advisors, LLC949,368$18.9M0.02%+69,35213F-HRTimeline
PFS Partners, LLC685,295$13.7M6.27%-2,34113F-HRTimeline
UBS Group AGin group UBS Group AG678,124$13.5M<0.01%-7,75613F-HRTimelineGroup
TruWealth Advisors, LLC668,643$13.3M0.64%+49,07513F-HRTimeline
Cetera Investment Advisers551,996$11M0.01%+337,46613F-HRTimeline
NewEdge Advisors, LLC531,145$10.6M0.04%+43,52913F-HR/ATimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…509,788$10.2M0.02%+31,79613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding475,859$9.5M-23,778Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC460,518$9.19M<0.01%+1,73613F-HRTimelineGroup
EnRich Financial Partners LLC415,619$8.3M2.2%+19,49613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN414,123$8.27M<0.01%-47,11013F-HR/ATimelineGroup
Francis Financial, Inc.357,351$7.13M1.32%+196,10013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA323,015$6.45M<0.01%-156,54513F-HRTimelineGroup
Per Stirling Capital Management, LLC.298,162$5.95M0.66%+101,10913F-HRTimeline
Nilsine Partners, LLC282,049$5.64M0.44%+29,33413F-HRTimeline
Cambridge Investment Research Advisors,…277,522$5.54M0.01%+139,67513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC273,172$5.45M0.01%+74,06213F-HRTimeline
CONDOR CAPITAL MANAGEMENT248,646$4.96M0.41%+17,86913F-HRTimeline
Gateway Wealth Partners, LLC234,040$4.67M0.18%+118,59213F-HRTimeline
Allworth Financial LP219,812$4.39M0.02%-15,34113F-HRTimeline
True Blue Financial, LLC211,162$4.21M3.32%+9,43613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO210,255$4.19M<0.01%-3,82513F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.204,536$4.08M0.01%-95,01313F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC197,780$3.95M<0.01%new13F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP192,572$3.84M<0.01%-30,63513F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding144,932$2.89M+38,791Timeline
MML INVESTORS SERVICES, LLC137,430$2.74M0.01%-9,60513F-HRTimeline
IFP Advisors, Inc137,246$2.74M0.06%+22,64513F-HRTimeline
RFG Advisory, LLC119,908$2.39M0.04%+9,95213F-HRTimeline
Orion Porfolio Solutions, LLC109,309$2.18M0.02%+52813F-HRTimeline
Sanctuary Advisors, LLC108,639$2.17M0.01%-13,57213F-HRTimeline
Dynamic Advisor Solutions LLC103,771$2.07M0.07%+20,88313F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…102,125$2.04M0.03%-14,32913F-HRTimelineGroup
MGO ONE SEVEN LLC94,710$1.89M0.04%+6,29213F-HRTimeline
Vestmark Advisory Solutions, Inc.87,828$1.75M0.02%+19,45313F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC87,828$1.75M0.04%+19,45313F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding86,917$1.73M+65,037Timeline
Insight Inv LLC86,810$1.73M0.95%-1,42513F-HRTimeline
Independent Advisor Alliance86,209$1.72M0.02%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.80,580$1.62M0.01%-39913F-HRTimelineGroup
GENESIS PRIVATE WEALTH, LLC72,668$1.45M0.46%+1,67913F-HRTimeline
ARBOR CAPITAL MANAGEMENT INC /ADV69,644$1.39M1.14%+29,86913F-HRTimeline
Mutual Advisors, LLC69,335$1.38M0.03%+11813F-HRTimeline
Hobart Private Capital, LLC66,872$1.33M0.26%+10,20513F-HRTimeline
Sowell Financial Services LLC63,735$1.27M0.05%-15,62413F-HRTimeline
Steward Partners Investment Advisory, L…61,924$1.24M0.01%+60,42413F-HRTimeline
Pine Valley Investments Ltd Liability Co60,042$1.2M0.06%+5,00013F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC55,164$1.1M0.38%-16213F-HRTimeline
Security Financial Services, INC.54,846$1.09M0.17%+19113F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC51,942$1.04M0.34%+25,73913F-HRTimeline
Summit Financial, LLC50,384$1.01M0.01%-83713F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.50,286$1M0.01%+8,32813F-HRTimelineGroup
FSB PREMIER WEALTH MANAGEMENT, INC.49,988$998K0.31%+1,13213F-HRTimeline
Prospera Financial Services Inc48,062$959K0.02%+5,46813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP46,220$923K<0.01%-4,52813F-HRTimelineGroup
Private Advisor Group, LLC45,205$902K<0.01%+1,36013F-HRTimeline
Occidental Asset Management, LLC44,111$880K0.1%-1,92513F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.42,880$856K0.1%-70613F-HRTimeline
WADDELL & ASSOCIATES, LLC39,682$792K0.04%+14,62313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…39,530$789K0.01%013F-HRTimelineGroup
D.A. DAVIDSON & CO.39,227$783K<0.01%-1,60013F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC35,264$704K0.62%+11,09913F-HRTimeline
TRUST CO OF OKLAHOMA33,343$666K0.19%+30013F-HRTimeline
Norris Financial Group, LLC32,353$646K0.21%+6,39613F-HRTimeline
Keating Financial Advisory Services, In…31,945$638K0.1%+3,82613F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC31,498$629K0.02%new13F-HRTimeline
Principle Wealth Partners LLC31,493$629K0.04%+7,45313F-HRTimeline
Eldridge Investment Advisors, Inc.31,491$629K0.14%013F-HRTimeline
CAPITAL FINANCIAL GROUP INC\CO\ /ADV30,900$617K0.34%+50013F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC30,570$610K0.08%-8,72513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…30,489$609K<0.01%-1,76813F-HRTimeline
Sigma Planning Corp30,429$607K0.02%-1,12413F-HRTimeline
Foster Victor Wealth Advisors, LLC27,440$549K0.03%+27713F-HRTimeline
Summit Wealth Partners, LLC23,394$467K0.07%013F-HRTimeline
OLD MISSION CAPITAL LLC23,164$462K0.01%new13F-HRTimeline
World Investment Advisors22,407$447K0.01%013F-HRTimeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC21,119$422K0.18%013F-HRTimeline
Snowden Capital Advisors LLC20,985$419K0.01%+18213F-HRTimeline
Capital Investment Advisory Services, L…20,743$414K0.03%+1,01413F-HRTimeline
Patriot Financial Group Insurance Agenc…20,556$410K0.02%+10,27813F-HRTimeline
Western Wealth Management, LLC20,500$409K0.02%new13F-HR/ATimeline
HARBOUR INVESTMENTS, INC.20,059$400K0.01%+12,36913F-HRTimeline
Uniting Wealth Partners, LLC17,626$352K0.07%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC17,144$342K<0.01%-23,40713F-HRTimelineGroup
NOVEM GROUP16,923$338K0.04%+60813F-HRTimeline
WealthCare Investment Partners, LLC16,543$331K0.09%-24513F-HRTimeline
Keystone Wealth Services, LLC16,500$329K0.07%013F-HRTimeline
OneDigital Investment Advisors LLC16,372$327K<0.01%new13F-HRTimeline
FORONJY FINANCIAL LLC15,757$315K0.13%-29213F-HRTimeline
AE Wealth Management LLC15,375$307K<0.01%-3,04513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…15,003$300K0.02%+1013F-HRTimeline
Farther Finance Advisors, LLC14,523$290K<0.01%+1,04213F-HRTimeline
STRATEGY ASSET MANAGERS LLC14,330$286K0.05%013F-HRTimeline
&PARTNERS14,300$285K<0.01%013F-HRTimeline
Hedeker Wealth, LLC13,911$278K0.06%+34513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC13,417$268K0.01%+2,48213F-HRTimelineGroup
Prime Capital Investment Advisors, LLC12,774$255K<0.01%+7813F-HRTimeline
Redhawk Wealth Advisors, Inc.12,734$254K0.03%+2,53713F-HRTimeline
Cannon Financial Strategists, Inc.12,706$254K0.03%new13F-HRTimeline
Rooted Wealth Advisors, Inc.12,573$252K0.07%-1,79213F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC12,453$249K0.01%013F-HRTimeline
Certified Advisory Corp12,400$248K0.02%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management12,159$243K<0.01%new13F-HRTimelineGroup
NAPLES GLOBAL ADVISORS, LLC12,000$240K0.02%013F-HRTimeline
CRUX WEALTH ADVISORS11,637$232K0.09%+2513F-HRTimeline
Financial Enhancement Group LLC11,498$230K0.03%013F-HRTimeline
Janney Montgomery Scott LLC11,439$228K<0.01%+2513F-HRTimeline
Core Wealth Partners LLC11,230$224K0.1%-8,60113F-HRTimeline
Mariner, LLCin group Mariner, LLC10,799$216K<0.01%+11313F-HRTimelineGroup
Alta Wealth Advisors LLC10,695$213K0.07%+3513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,661$213K<0.01%new13F-HRTimelineGroup
EdgeRock Capital LLC10,592$211K0.06%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS10,199$204K<0.01%+8013F-HRTimeline
LVZ, Inc.10,053$201K0.02%013F-HRTimeline
CoreCap Advisors, LLC9,141$182K0.01%+2,38313F-HRTimeline
Ashton Thomas Private Wealth, LLC7,846$157K<0.01%new13F-HRTimeline
Pinnacle Bancorp, Inc.7,433$148K0.04%013F-HRTimeline
LANARK FINANCIAL, INC.5,854$117K0.01%+4613F-HRTimeline
Front Row Advisors LLC5,000$99.8K0.03%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC4,104$81.9K0.02%+413F-HRTimeline
Glen Eagle Advisors, LLC3,999$79.8K0.01%+413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,769$55.3K<0.01%-2,12113F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.2,750$55K0.02%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…2,666$53.2K0.03%+2,37013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,194$43.8K<0.01%-55,26913F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.1,640$32.7K0.02%013F-HRTimeline
Advisory Services Network, LLC1,600$31.9K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC1,179$23.5K<0.01%-11,39613F-HRTimeline
Tidemark, LLC756$15.1K<0.01%-7513F-HRTimeline
PRIVATE TRUST CO NA616$12.3K<0.01%013F-HRTimeline
CX Institutional509$10K<0.01%-2,49613F-HRTimeline
Vermillion Wealth Management, Inc.269$5.37K<0.01%013F-HRTimeline
Parallel Advisors, LLC200$3.99K<0.01%new13F-HR/ATimeline
Larson Financial Group LLC30$599<0.01%-713F-HRTimeline