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

FIRST TR EXCH TRADED FD III

HSMV
Institutions
16
Combined AUM (Q2 2026)
$34.7M
Combined Shares (Q2 2026)
906,110
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+115,649
9 · 2 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-154,630
6 · 2 Exit · ≈
⚖️ Net
-38,981
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$34.7M
Institutions
16
New Buys
2
Adds
7
Reduces
4
Exits
2
Unchanged
3
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#7$10.9M285,847$8.0M221,618+64,229+28.98%Add
Cetera Investment Advisers
0.01%0.01%#6$7.2M188,638$6.7M184,609+4,029+2.18%Add
LPL Financial LLC
<0.01%<0.01%#8$6.8M178,434$6.2M171,828+6,606+3.84%Add
Bank of New York Mellon Corp
<0.01%<0.01%#10$5.9M153,389$5.2M143,413+9,976+6.96%Add
Tower Research Capital LLC (TRC)
0.04%0.01%#2$1.6M42,691$475,88713,157+29,534+224.47%Add
Orion Porfolio Solutions, LLC
0.01%0.01%#4$1.1M27,475$1.0M28,353-878-3.10%Reduce
PRINCIPAL SECURITIES, INC.
0.01%0.01%#5$631,85916,509$598,61116,550-41-0.25%Reduce
CERTIOR FINANCIAL GROUP, LLC
0.16%0.18%#1$288,7237,544$283,2257,830-286-3.65%Reduce
OSAIC HOLDINGS, INC.
<0.01%<0.01%#12$160,2774,187$134,8073,727+460+12.34%Add
Silver Grove Financial Group, Inc.
0.01%#3$15,960417$00+417New Buy
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
<0.01%<0.01%#11$10,941286$10,39528600.00%Unchanged
UBS Group AG
<0.01%<0.01%#15$10,640278$1093+275+9,166.67%Add
Truvestments Capital LLC
<0.01%<0.01%#9$8,688227$8,21122700.00%Unchanged
US BANCORP \DE\
<0.01%#14$4,708123$00+123New Buy
Horizon Investments, LLC
<0.01%<0.01%#13$2,44964$4,630128-64-50.00%Reduce
Russell Investments Group, Ltd.
<0.01%<0.01%#16$361$34100.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow