Funds holding First Trust Exchange-Traded Fund III
ISIN US33739P3010 · United States · LEI 5493003Z20QMESC6XS29
- Fund holders
- 1
- Of which ETFs
- 0 1 other fund
- Value held
- 5.5M $
A single tracked fund declares this security. So these figures do not say who holds it.
This issuer has other securities : First Trust Exchange-Traded Fund III (US33739P2020), First Trust Exchange-Traded Fund III (US33739P8555), First Trust Exchange-Traded Fund III (US33740J2033)
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Ocean Park Tactical Municipal Fund Northern Lights Fund Trust | 116,300 | 5.5M $ | 3.89 % | as of Mar 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Ocean Park Tactical Municipal Fund Northern Lights Fund Trust | 3.89 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 1 | 0 | 116,300 | 0.0 % |
| 2026Q1 | 1 | 0 | 116,300 | 0.0 % |
| 2025Q4 | 1 | 0 | 116,300 | 0.0 % |
| 2025Q3 | 1 | 0 | 116,300 | -44.2 % |
| 2025Q2 | 1 | 208,500 |
Institutional managers
181 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| MORGAN STANLEY | 1,416,205 | 67.3M $ | as of Mar 31, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,330,827 | 63.6M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 1,109,876 | 52.8M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 1,100,306 | 52.3M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 798,920 | 38M $ | as of Mar 31, 2026 |
| Meeder Advisory Services, Inc. | 542,231 | 25.8M $ | as of Mar 31, 2026 |
| CITIGROUP INC | 394,130 | 18.7M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 359,142 | 17.1M $ | as of Mar 31, 2026 |
| SlateStone Wealth, LLC | 345,682 | 16.4K $ | as of Mar 31, 2026 |
| UBS Group AG | 332,117 | 15.8M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 310,410 | 14.8M $ | as of Mar 31, 2026 |
| Financial Partners Group, Inc | 237,886 | 11.3M $ | as of Mar 31, 2026 |
| NewEdge Advisors, LLC | 235,909 | 1.8M $ | as of Mar 31, 2026 |
| Manhattan West Asset Management, LLC | 227,982 | 10.8M $ | as of Mar 31, 2026 |
| Principle Wealth Partners LLC | 224,757 | 10.7M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 201,308 | 9.6M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 189,842 | 9M $ | as of Mar 31, 2026 |
| EnRich Financial Partners LLC | 178,980 | 8.5M $ | as of Mar 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | 171,195 | 8.1K $ | as of Mar 31, 2026 |
| ASHTON THOMAS SECURITIES, LLC | 146,300 | 7M $ | as of Mar 31, 2026 |
| Rockefeller Capital Management L.P. | 138,695 | 6.6M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 135,471 | 6.4M $ | as of Mar 31, 2026 |
| HighTower Advisors, LLC | 130,226 | 6.2M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 116,891 | 5.6M $ | as of Mar 31, 2026 |
| Vise Technologies, Inc. | 116,797 | 5.6M $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding First Trust Exchange-Traded Fund III". https://titelia.com/en/stocks/first-trust-exchange-traded-fund-iii-US33739P3010