13FBOX
FIRST TR EXCH TRADED FD III · 13F Institutional Holdings
Options Calculator Rankings
F

FIRST TR EXCH TRADED FD III

FPFD
Institutions
20
Combined AUM (Q2 2026)
$8.0M
Combined Shares (Q2 2026)
377,448
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+37,870
13 · 6 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-101,859
11 · 5 Exit · ≈
⚖️ Net
-63,989
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$8.0M
Institutions
20
New Buys
6
Adds
7
Reduces
6
Exits
5
Unchanged
1
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#7$2.6M120,565$2.6M119,682+883+0.74%Add
Janney Montgomery Scott LLC
<0.01%<0.01%#6$2.0M92,214$1.9M86,273+5,941+6.89%Add
Apollon Financial, LLC
0.08%0.06%#3$661,47530,860$454,71921,184+9,676+45.68%Add
JANE STREET GROUP, LLC
<0.01%<0.01%#15$422,87019,728$739,53434,453-14,725-42.74%Reduce
Arkadios Wealth Advisors
0.01%0.01%#5$369,77917,251$372,37817,348-97-0.56%Reduce
XCELSIOR ADVISOR PARTNERS LLC
0.04%#4$281,26615,731$00+15,731New Buy
HOWARD WEALTH MANAGEMENT, LLC
0.1%0.11%#2$278,35912,986$266,07612,395+591+4.77%Add
Advisory Services Network, LLC
<0.01%<0.01%#8$275,55112,855$276,92612,901-46-0.36%Reduce
LPL Financial LLC
<0.01%<0.01%#14$256,74011,978$329,86815,368-3,390-22.06%Reduce
FIFTH THIRD BANCORP
<0.01%<0.01%#12$243,39411,355$238,36911,105+250+2.25%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#13$223,83310,439$186,6768,692+1,747+20.10%Add
Live Oak Investment Partners
0.12%0.14%#1$217,43710,144$231,09210,766-622-5.78%Reduce
IFP Advisors, Inc
<0.01%<0.01%#9$144,9016,760$150,2557,000-240-3.43%Reduce
SHP Wealth Management
<0.01%#11$30,0091,400$00+1,400New Buy
Community Bank, N.A.
<0.01%<0.01%#10$21,4301,000$21,4601,00000.00%Unchanged
MORGAN STANLEY
<0.01%<0.01%#18$15,736734$11,718531+203+38.23%Add
MERCER GLOBAL ADVISORS INC /ADV
<0.01%#16$13,804644$00+644New Buy
ROYAL BANK OF CANADA
<0.01%#17$11,000531$00+531New Buy
FMR LLC
<0.01%#19$5,833272$00+272New Buy
WELLS FARGO & COMPANY/MN
<0.01%#20$181$00+1New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow