FTLS institutional holders

FIRST TR EXCH TRADED FD III · 13F, 2026Q2

Managers holding267
Shares held26,949,491
Reported value$2.0bn
Quarter flows30 new, 115 added, 81 trimmed, 24 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
MORGAN STANLEY5,920,396$436.9m0.0%
ROYAL BANK OF CANADA2,674,842$197.4m0.0%
AMERIPRISE FINANCIAL INC2,425,673$179.0m0.0%
LPL Financial LLC2,369,228$174.8m0.0%
FIRST TRUST ADVISORS LP831,838$61.4m0.0%
Cambridge Investment Research Advisors, Inc.749,836$55.3m0.1%
RAYMOND JAMES FINANCIAL INC622,277$45.9m0.0%
ASSETMARK, INC585,764$43.2m0.1%
Cetera Investment Advisers564,536$41.7m0.0%
Merit Financial Group, LLC528,335$39.0m0.2%
ENVESTNET ASSET MANAGEMENT INC472,698$34.9m0.0%
CENTRAL TRUST Co464,614$34.3m0.6%
TRUIST FINANCIAL CORP439,134$32.4m0.0%
VestGen Advisors, LLC340,744$25.1m0.7%
STIFEL FINANCIAL CORP307,522$22.7m0.0%
Cornerstone Planning Group LLC244,171$18.4m2.3%
Hobart Private Capital, LLC217,929$16.1m2.8%
EdgeRock Capital LLC210,937$15.6m3.5%
Private Advisor Group, LLC189,221$14.0m0.1%
Proactive Wealth Strategies LLC181,593$13.4m2.2%
COMMONWEALTH EQUITY SERVICES, LLC179,303$13.2m0.0%
HighTower Advisors, LLC174,029$12.8m0.0%
Equitable Holdings, Inc.169,136$12.5m0.1%
Ethos Financial Group, LLC166,114$12.3m0.8%
OSAIC HOLDINGS, INC.156,037$11.5m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("FTLS"). FTLS price history · All 13F data

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