First Tr Exch Traded Fund III (FSMB): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of FSMB (all 13F filers)
- Morgan Stanley5.2 MBank or trading desk+100 K
- LPL Financial2.5 MWealth adviser+229 K
- RMR Wealth Builders1.2 MWealth adviser+74 K
- HighTower Advisors896 KWealth adviser−53 K
- Corient Private Wealth857 KWealth adviser−196 K
- Commonwealth Equity Services731 KWealth adviser+458 K
- UBS Group713 KBank or trading desk+35 K
- Waverly Advisors702 KType not verified+702 K
- PFS Partners675 KType not verified−11 K
- Raymond James Financial658 KWealth adviser+197 K
- Shares
- 5.2 M
- Change
- +100 K
See more
- Type
- Bank or trading desk
- Value
- $105M
- Shares
- 2.5 M
- Change
- +229 K
See more
- Type
- Wealth adviser
- Value
- $49.9M
- Shares
- 1.2 M
- Change
- +74 K
See more
- Type
- Wealth adviser
- Value
- $23.0M
- Shares
- 896 K
- Change
- −53 K
See more
- Type
- Wealth adviser
- Value
- $17.9M
- Shares
- 857 K
- Change
- −196 K
See more
- Type
- Wealth adviser
- Value
- $17.1M
- Shares
- 731 K
- Change
- +458 K
See more
- Type
- Wealth adviser
- Value
- $14.6M
- Shares
- 713 K
- Change
- +35 K
See more
- Type
- Bank or trading desk
- Value
- $14.3M
- Shares
- 702 K
- Change
- +702 K
See more
- Type
- Type not verified
- Value
- $14.0M
- PFS Partners
- Shares
- 675 K
- Change
- −11 K
See more
- Type
- Type not verified
- Value
- $13.5M
- Shares
- 658 K
- Change
- +197 K
See more
- Type
- Wealth adviser
- Value
- $13.2M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.
This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.
- First Trust Portfolios5.58%13Gfiling ↗Event: Dec 31, 2025 · filed: Jan 30, 2026
Above 5% over time (13D/13G)
Each holder with its filings in order. History since December 2024.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗