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

FIRST TR EXCH TRADED FD III

HDMV
Institutions
24
Combined AUM (Q2 2026)
$12.4M
Combined Shares (Q2 2026)
336,142
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+27,987
9 · 3 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-37,554
16 · 7 Exit · ≈
⚖️ Net
-9,567
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$12.4M
Institutions
24
New Buys
3
Adds
6
Reduces
9
Exits
7
Unchanged
6
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Kestra Advisory Services, LLC
0.01%0.01%#6$2.2M58,209$2.2M60,156-1,947-3.24%Reduce
OSAIC HOLDINGS, INC.
<0.01%<0.01%#7$2.1M56,221$2.1M58,345-2,124-3.64%Reduce
JANE STREET GROUP, LLC
<0.01%<0.01%#14$1.5M40,756$1.1M30,638+10,118+33.02%Add
CITADEL ADVISORS LLC
<0.01%<0.01%#12$1.4M36,932$1.3M35,081+1,851+5.28%Add
Ascentis Independent Advisors
0.17%0.1%#1$1.3M35,619$1.3M35,61900.00%Unchanged
LPL Financial LLC
<0.01%<0.01%#8$1.0M27,525$1.0M27,704-179-0.65%Reduce
Golden State Wealth Management, LLC
0.07%0.08%#2$790,44021,356$749,36520,358+998+4.90%Add
INDEPENDENT FINANCIAL GROUP, LLC
0.01%#4$534,88614,452$00+14,452New Buy
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#17$447,76112,098$487,32613,239-1,141-8.62%Reduce
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#19$345,3529,331$350,1369,512-181-1.90%Reduce
Gladstone Institutional Advisory LLC
0.01%0.01%#5$313,1158,460$308,4308,379+81+0.97%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#16$257,6476,961$332,6659,037-2,076-22.97%Reduce
United Advisor Group, LLC
0.02%0.03%#3$234,0596,324$231,1716,280+44+0.70%Add
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#10$16,544447$27,313742-295-39.76%Reduce
Global Retirement Partners, LLC
<0.01%#9$14,804400$00+400New Buy
Arax Advisory Partners
<0.01%<0.01%#15$13,695370$13,62037000.00%Unchanged
AE Wealth Management LLC
<0.01%<0.01%#18$6,995189$6,95718900.00%Unchanged
MORGAN STANLEY
<0.01%<0.01%#22$5,303143$4,98614300.00%Unchanged
UBS Group AG
<0.01%<0.01%#21$5,293143$8,135221-78-35.29%Reduce
Larson Financial Group LLC
<0.01%<0.01%#13$5,248142$5,174141+1+0.71%Add
Farther Finance Advisors, LLC
<0.01%#20$1,54242$00+42New Buy
Kingdom Financial Group LLC.
<0.01%<0.01%#11$75120$2,24761-41-67.21%Reduce
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#24$511$28100.00%Unchanged
Russell Investments Group, Ltd.
<0.01%<0.01%#23$211$21100.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow