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Disclosery

FTLS FIRST TR EXCH TRADED FD III

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LNG/SHT EQUITY (fund)

258 managers (262 13F filers) reported a position in FTLS shares at 2026-03-31, 25,046,825 shares in all. 22 filers opened a position and 17 filers sold out during the quarter.

Managers
258
13F filers
262
New
22
Added
111
Reduced
96
Sold out
17
Shares held by filers
25,046,825

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
TRUSTMARK BANK TRUST DEPARTMENT3,062$215K0.01%new13F-HRTimeline
Sage Mountain Advisors LLC3,040$214K0.01%013F-HRTimeline
Triad Wealth Partners, LLC2,994$211K0.02%-4,42613F-HRTimeline
IFS Group,LLC2,960$208K0.19%13F-HRTimeline
NTV Asset Management LLC2,958$208K0.02%013F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC2,921$206K0.09%-13013F-HR/ATimeline
Capital Investment Advisory Services, L…2,888$203K0.01%-33813F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.2,884$203K<0.01%+1,41413F-HRTimelineGroup
PRIVATE CLIENT SERVICES, LLC2,872$202K0.06%-4513F-HRTimeline
Runnymede Capital Advisors, Inc.2,857$201K0.17%new13F-HRTimeline
Graney & King, LLC2,819$198K0.11%-14213F-HRTimeline
J.Safra Asset Management Corp2,665$188K0.01%+10813F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC2,570$181K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,998$141K<0.01%-23,90913F-HRTimelineGroup
PRIVATE TRUST CO NA1,798$127K0.01%-68113F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,798$127K0.04%-41013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,705$120K<0.01%+25013F-HRTimelineGroup
Rossby Financial, LCC1,692$119K0.02%+82313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,632$115K<0.01%+11313F-HRTimelineGroup
Smartleaf Asset Management LLC1,444$100K<0.01%-16913F-HRTimeline
OAKWORTH CAPITAL, INC.1,400$98.5K0.01%013F-HRTimeline
GAMMA Investing LLC1,347$94.8K<0.01%013F-HRTimeline
CoreCap Advisors, LLC1,276$89.8K<0.01%+42913F-HRTimeline
Reyes Financial Architecture, Inc.1,270$89.4K0.07%+113F-HRTimeline
Wilmington Savings Fund Society, FSB1,184$83.3K<0.01%013F-HRTimeline
Synergy Investment Management, LLC1,148$80.7K0.03%new13F-HRTimeline
Cassaday & Co Wealth Management LLC1,062$74.7K<0.01%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC971$68.3K<0.01%new13F-HR/ATimeline
US BANCORP \DE\in group US BANCORP \DE\946$66.6K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC732$51.5K<0.01%013F-HRTimeline
Allworth Financial LP663$46.6K<0.01%-23613F-HRTimeline
CX Institutional578$41K<0.01%-813F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …424$29.8K0.01%013F-HRTimelineGroup
Tidemark, LLC409$28.8K0.01%013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC400$28.1K0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…374$26.4K0.02%-9013F-HRTimeline
Park Place Capital Corp357$25.1K0.01%013F-HRTimeline
Security National Bank297$20.9K<0.01%new13F-HRTimeline
My Portfolio Guide, LLC250$17.6K0.01%13F-HRTimeline
Philadelphia Investment Partners, LLC203$14.3K0.01%13F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC171$12K0.01%013F-HRTimeline
Signature Equity Partners, LLC170$12K0.01%+213F-HRTimeline
SHP Wealth Management160$11.3K<0.01%013F-HRTimeline
NFSG Corp144$10.1K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management140$9.85K<0.01%new13F-HRTimelineGroup
GILPIN WEALTH MANAGEMENT, LLC136$9.57K0.01%new13F-HRTimeline
Joseph Group Capital Management129$9.08K<0.01%+2113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…117$8.23K<0.01%013F-HR/ATimelineGroup
Parallel Advisors, LLC100$7.04K<0.01%new13F-HR/ATimeline
SBI Securities Co., Ltd.83$5.84K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…74$5.21K<0.01%new13F-HRTimelineGroup
Abound Wealth Management49$3.45K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.46$3.24K<0.01%-613F-HRTimeline
ALERUS FINANCIAL NA43$3.02K<0.01%013F-HRTimeline
Wagner Wealth Management, LLC21$1.48K<0.01%013F-HRTimeline
Lloyd Advisory Services, LLC.18$1.28K<0.01%+313F-HRTimeline
Kingdom Financial Group LLC.18$1.28K<0.01%013F-HRTimeline
PITTENGER & ANDERSON INC13$915<0.01%new13F-HRTimeline