Funds holding First Trust Exchange-Traded Fund III
ISIN US33739P8555 · United States · LEI 5493003Z20QMESC6XS29
- Fund holders
- 1
- Of which ETFs
- 1 0 other funds
- Value held
- 4M $
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 (US33739P3010), First Trust Exchange-Traded Fund III (US33740J2033)
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| First Trust Low Duration Strategic Focus ETF First Trust Exchange-Traded Fund VIII | 204,282 | 4M $ | 2.50 % | as of Feb 28, 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 | |
|---|---|---|
| First Trust Low Duration Strategic Focus ETF First Trust Exchange-Traded Fund VIII | 2.50 % | as of Feb 28, 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 | -4 | 204,282 | -65.9 % |
| 2026Q1 | 5 | +2 | 599,613 | +14.5 % |
| 2025Q4 | 3 | -3 | 523,900 | -21.7 % |
| 2025Q3 | 6 | +4 | 668,882 | +177.4 % |
| 2025Q2 | 2 | -1 | 241,168 | +74.1 % |
| 2025Q1 | 3 | +2 | 138,526 | +90.0 % |
| 2024Q4 | 1 | -2 | 72,894 | -5.3 % |
| 2024Q3 | 3 | 0 | 76,947 | -49.6 % |
| 2024Q2 | 3 | 0 | 152,603 | -36.1 % |
| 2024Q1 | 3 | -1 | 238,734 | -4.3 % |
| 2023Q4 | 4 | 249,562 |
Institutional managers
208 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| MORGAN STANLEY | 19,930,888 | 378.7M $ | as of Mar 31, 2026 |
| UBS Group AG | 9,797,349 | 186.1M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 6,017,351 | 114.3M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 5,375,215 | 102.1M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 4,283,781 | 81.4M $ | as of Mar 31, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | 2,424,767 | 46.1M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 2,076,619 | 39.5M $ | as of Mar 31, 2026 |
| Montis Financial, LLC | 1,816,813 | 34.5M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 1,587,812 | 30.2M $ | as of Mar 31, 2026 |
| TRUIST FINANCIAL CORP | 1,467,465 | 27.9M $ | as of Mar 31, 2026 |
| JANE STREET GROUP, LLC | 1,428,742 | 27.1M $ | as of Mar 31, 2026 |
| FUKOKU MUTUAL LIFE INSURANCE Co | 1,259,000 | 23.9M $ | as of Mar 31, 2026 |
| Legacy Edge Advisors, LLC | 1,214,315 | 23.1M $ | as of Mar 31, 2026 |
| Annex Advisory Services, LLC | 1,025,517 | 19.5M $ | as of Mar 31, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | 996,035 | 18.9M $ | as of Mar 31, 2026 |
| NewEdge Advisors, LLC | 793,314 | 27.3M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 703,169 | 13.4M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 673,855 | 12.8M $ | as of Mar 31, 2026 |
| Essex LLC | 645,831 | 12.3M $ | as of Mar 31, 2026 |
| Baird Financial Group, Inc. | 631,986 | 12M $ | as of Mar 31, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | 614,923 | 11.7M $ | as of Mar 31, 2026 |
| HighTower Advisors, LLC | 523,479 | 9.9M $ | as of Mar 31, 2026 |
| Merit Financial Group, LLC | 493,707 | 9.4M $ | as of Mar 31, 2026 |
| Geneos Wealth Management Inc. | 487,681 | 9.3M $ | as of Mar 31, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 455,046 | 8.6M $ | 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-US33739P8555