Vault-13

FIRST TR EXCH TRADED FD III FEMB

EME MRK BD ETF · ETP · CUSIP 33739P202

100 institutional holders -3 vs Q1 2026
7,818,1037.8m shares reported held*
$228.5mreported value*
15 new 39 added 33 reduced 18 sold out net sold ≈ $22.6m (-773.8k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($123.2k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $29.22.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 43Q4 22: 46Q1 23: 45Q2 23: 45Q3 23: 48Q4 23: 50Q1 24: 57Q2 24: 65Q3 24: 66Q4 24: 70Q1 25: 56Q2 25: 65Q3 25: 77Q4 25: 91Q1 26: 103Q2 26: 100100Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202243
Q4 202246
Q1 202345
Q2 202345
Q3 202348
Q4 202350
Q1 202457
Q2 202465
Q3 202466
Q4 202470
Q1 202556
Q2 202565
Q3 202577
Q4 202591
Q1 2026103
Q2 2026100

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 24: 40 bought or addedQ3 24: 28 cut or sold outQ4 24: 28 bought or addedQ4 24: 42 cut or sold outQ4 24Q1 25: 27 bought or addedQ1 25: 39 cut or sold outQ2 25: 43 bought or addedQ2 25: 20 cut or sold outQ2 25Q3 25: 55 bought or addedQ3 25: 23 cut or sold outQ4 25: 57 bought or addedQ4 25: 28 cut or sold outQ4 25Q1 26: 76 bought or addedQ1 26: 29 cut or sold outQ2 26: 54 bought or addedQ2 26: 51 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20244028
Q4 20242842
Q1 20252739
Q2 20254320
Q3 20255523
Q4 20255728
Q1 20267629
Q2 20265451

Biggest buyers

ROYAL BANK OF CANADA Added +208,721+208.7k
Concurrent Investment Advisors, LLC Added +180,123+180.1k
MORGAN STANLEY Added +103,475+103.5k
Marshall Financial Group, LLC Added +66,472+66.5k
WELLS FARGO & COMPANY/MN Added +61,902+61.9k
Cambridge Investment Research Advisors, Inc. Added +41,507+41.5k
ENVESTNET ASSET MANAGEMENT INC Added +30,002+30.0k
OLD MISSION CAPITAL LLC Added +29,643+29.6k
Treasure Coast Financial Planning New +28,972+29.0k
MAI Capital Management New +19,500+19.5k

Biggest sellers

Csenge Advisory Group Sold out -392,454-392.5k
LPL Financial LLC Reduced -259,121-259.1k
Independent Advisor Alliance Sold out -229,001-229.0k
JANE STREET GROUP, LLC Reduced -162,587-162.6k
Elequin Capital, LP Reduced -147,552-147.6k
RAYMOND JAMES FINANCIAL INC Reduced -126,118-126.1k
AllGen Financial Advisors, Inc. Sold out -111,218-111.2k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -92,520-92.5k
CITADEL ADVISORS LLC Sold out -21,964-22.0k
Dunhill Financial, LLC Reduced -20,239-20.2k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
FIRST TRUST PORTFOLIOS LP 13G · institution +2.5 pts · filed 2026-07-17 23.5% +2.5 pts 2.8m≈ $82.6m 2026-07-17

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,774,8641.8m $51.9m $51.9m 0.00% Added +103.5k +103,475
2 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 1,161,5311.2m $33.9m $33.9m 0.01% Reduced -259.1k -259,121
3 Concurrent Investment Advisors, LLC 0.11% of their portfolio Tampa, FL 451,677451.7k $13.2m $13.2m 0.11% Added +180.1k +180,123
4 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 400,691400.7k $11.7m $11.7m 0.00% Added +208.7k +208,721
5 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 395,313395.3k $11.6m $11.6m 0.00% Added +61.9k +61,902
6 Marshall Financial Group, LLC 1.61% of their portfolio Hunt Valley, MD 378,657378.7k $11.1m $11.1m 1.61% Added +66.5k +66,472
7 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 339,820339.8k $9.9m $9.9m 0.01% Added +10.6k +10,580
8 FIRST TRUST ADVISORS LP 0.01% of their portfolio Wheaton, IL 334,078334.1k $9.8m $9.8m 0.01% Added +14.4k +14,405
9 Seascape Capital Management 1.76% of their portfolio PORTSMOUTH, NH 251,947251.9k $7.4m $7.4m 1.76% Added +16.3k +16,330
10 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 240,435240.4k $7.0m $7.0m 0.00% Added +30.0k +30,002
11 &PARTNERS 0.02% of their portfolio NASHVILLE, TN 153,243153.2k $4.5m $4.5m 0.02% Added +9.3k +9,339
12 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 125,289125.3k $3.7m $3.7m 0.00% Reduced -126.1k -126,118
13 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 110,701110.7k $3.2m $3.2m 0.00% Added +1.2k +1,172
14 Euro Pacific Asset Management, LLC 0.37% of their portfolio DORADO, PR 109,054109.1k $3.2m $3.2m 0.37% Reduced -5.2k -5,166
15 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 91,14491.1k $2.7m $2.7m 0.00% Added +41.5k +41,507
16 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 86,26286.3k $2.5m $2.5m 0.00% Reduced -1.4k -1,443
17 Endowment Wealth Management, Inc. 0.92% of their portfolio APPLETON, WI 81,16981.2k $2.4m $2.4m 0.92% Added +2.3k +2,256
18 IAMS WEALTH MANAGEMENT, LLC 0.69% of their portfolio OMAHA, NE 78,32278.3k $2.3m $2.3m 0.69% Reduced -1.3k -1,261
19 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 75,39875.4k $2.2m $2.2m 0.01% Reduced -10.8k -10,787
20 Walkner Condon Financial Advisors LLC 0.20% of their portfolio MADISON, WI 60,44160.4k $1.8m $1.8m 0.20% Added +13.0k +12,988
21 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.03% of their portfolio LOS ANGELES, CA 58,30858.3k $1.7m $1.7m 0.03% Added +10.2k +10,218
22 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 55,53555.5k $1.6m $1.6m 0.00% Reduced -162.6k -162,587
23 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 55,44655.4k $1.6m $1.6m 0.01% Added +3.3k +3,314
24 Avior Wealth Management, LLC 0.04% of their portfolio OMAHA, NE 51,37951.4k $1.5m $1.5m 0.04% Reduced -19.8k -19,837
25 HARBOUR INVESTMENTS, INC. 0.02% of their portfolio MADISON, WI 45,38745.4k $1.3m $1.3m 0.02% Reduced -426 -426
26 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 44,95445.0k $1.3m $1.3m 0.01% Reduced -6.8k -6,809
27 OLD MISSION CAPITAL LLC 0.03% of their portfolio CHICAGO, IL 44,64344.6k $1.3m $1.3m 0.03% Added +29.6k +29,643
28 D.A. DAVIDSON & CO. 0.01% of their portfolio GREAT FALLS, MT 40,14040.1k $1.2m $1.2m 0.01% Added +3.2k +3,165
29 Redhawk Wealth Advisors, Inc. 0.11% of their portfolio MINNEAPOLIS, MN 39,79939.8k $1.2m $1.2m 0.11% Added +6.5k +6,476
30 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 33,10033.1k $967.0k $967.0k 0.01% Reduced -2 -2
31 Vestmark Advisory Solutions, Inc. 0.01% of their portfolio Wakefield, MA 30,74030.7k $898.2k $898.2k 0.01% Unchanged
32 HBW ADVISORY SERVICES LLC 0.08% of their portfolio SIMI VALLEY, CA 30,35130.4k $886.9k $886.9k 0.08% Reduced -526 -526
33 Treasure Coast Financial Planning 0.41% of their portfolio VERO BEACH, FL 28,97229.0k $846.6k $846.6k 0.41% New
34 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 28,66228.7k $837.5k $837.5k 0.00% Reduced -325 -325
35 COTTONWOOD CAPITAL ADVISORS, LLC 0.50% of their portfolio SALT LAKE CITY, UT 28,38328.4k $829.3k $829.3k 0.50% Reduced -33 -33
36 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 25,94525.9k $758.1k $758.1k 0.01% Reduced -215 -215
37 Pine Valley Investments Ltd Liability Co 0.03% of their portfolio MARLTON, NJ 25,38425.4k $741.7k $741.7k 0.03% Reduced -923 -923
38 Rareview Capital LLC 0.40% of their portfolio LAS VEGAS, NV 24,63624.6k $711.5k $711.5k 0.40% Reduced -2.1k -2,052
39 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 21,59721.6k $631.1k $631.1k 0.00% Added +2.9k +2,850
40 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 21,42121.4k $625.9k $625.9k 0.00% Reduced -714 -714
41 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 19,50019.5k $569.8k $569.8k 0.00% New
42 BENJAMIN EDWARDS INC 0.01% of their portfolio Clayton, MO 19,25019.2k $562.7k $562.7k 0.01% Reduced -225 -225
43 Private Advisory Group LLC 0.03% of their portfolio REDMOND, WA 19,06119.1k $557.0k $557.0k 0.03% New
44 InTrack Investment Management Inc 0.25% of their portfolio SOUTH BURLINGTON, VT 17,56117.6k $513.1k $513.1k 0.25% Added +10.2k +10,228
45 BAM Wealth Management, LLC 0.30% of their portfolio LAKEWOOD, CO 16,16916.2k $472.5k $472.5k 0.30% Added +4.8k +4,799
46 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 15,30515.3k $447.0k $447.0k 0.00% Added +905 +905
47 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 15,15215.2k $442.7k $442.7k 0.00% Added +5.2k +5,222
48 Kovack Advisors, Inc. 0.02% of their portfolio FT. LAUDERDALE, FL 14,70214.7k $430.7k $430.7k 0.02% Added +19 +19
49 FSB PREMIER WEALTH MANAGEMENT, INC. 0.12% of their portfolio WATERLOO, IA 14,35314.4k $419.4k $419.4k 0.12% New
50 Spire Wealth Management 0.01% of their portfolio MCLEAN, VA 13,36913.4k $390.6k $390.6k 0.01% Reduced -328 -328
51 Providence First Trust Co 0.10% of their portfolio SCOTTSDALE, AZ 12,33612.3k $360.5k $360.5k 0.10% New
52 KKM Financial LLC 0.05% of their portfolio CHICAGO, IL 11,92311.9k $348.4k $348.4k 0.05% Added +267 +267
53 Wagner Wealth Management, LLC 0.06% of their portfolio GREENVILLE, SC 11,91511.9k $348.2k $348.2k 0.06% Added +199 +199
54 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 11,44811.4k $334.5k $334.5k 0.00% Added +355 +355
55 Balboa Wealth Partners 0.04% of their portfolio SCOTTSDALE, AZ 11,09211.1k $324.1k $324.1k 0.04% Added +109 +109
56 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 11,06911.1k $323.4k $323.4k 0.01% New
57 Realta Investment Advisors 0.10% of their portfolio WILMINGTON, DE 10,84810.8k $317.0k $317.0k 0.10% Added +30 +30
58 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 10,67510.7k $311.9k $311.9k 0.00% Added +1.1k +1,118
59 Perigon Wealth Management, LLC 0.00% of their portfolio SAN FRANCISCO, CA 9,3889.4k $274.3k $274.3k 0.00% Reduced -601 -601
60 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 9,0039.0k $263.1k $263.1k 0.00% Reduced -163 -163
61 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 8,7778.8k $256.5k $256.5k 0.00% Reduced -20.1k -20,137
62 Atria Investments, Inc 0.00% of their portfolio Charlotte, NC 8,6218.6k $251.9k $251.9k 0.00% Added +1.2k +1,151
63 Wagner Wealth Management, Corp 0.20% of their portfolio CONYNGHAM, PA 8,5408.5k $249.5k $249.5k 0.20% Reduced -9 -9
64 Milestones Private Investment Advisors LLC 0.20% of their portfolio FAIRPORT, NY 8,4248.4k $246.1k $246.1k 0.20% Added +413 +413
65 Fearless Solutions, LLC dba Best Invest 0.13% of their portfolio SAN ANTONIO, TX 8,1698.2k $238.7k $238.7k 0.13% New
66 Intesa Sanpaolo Wealth Management 0.05% of their portfolio LUXEMBOURG, N4 8,0008.0k $233.8k $233.8k 0.05% Added +4.0k +4,000
67 OPPENHEIMER & CO INC 0.00% of their portfolio NEW YORK, NY 7,7327.7k $225.9k $225.9k 0.00% Reduced -103 -103
68 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 7,6857.7k $224.6k $224.6k 0.00% Reduced -1.6k -1,616
69 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 7,6127.6k $222.4k $222.4k 0.00% Unchanged
70 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 6,9727.0k $203.7k $203.7k 0.00% Reduced -725 -725
71 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 6,9376.9k $205.1k $205.1k 0.00% Reduced -655 -655
72 Elequin Capital, LP 0.01% of their portfolio NEW YORK, NY 6,0866.1k $177.8k $177.8k 0.01% Reduced -147.6k -147,552
73 UBS Group AG 0.00% of their portfolio ZURICH, V8 4,2154.2k $123.2k $123.2k 0.00% Added +870 +870
74 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 2,7122.7k $79.3k $79.3k 0.00% Added +2 +2
75 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 1,9512.0k $57.0k $57.0k 0.00% Reduced -208 -208
76 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 1,8631.9k $54.4k $54.4k 0.00% Reduced -362 -362
77 Dunhill Financial, LLC 0.01% of their portfolio LONDON, X0 1,5551.6k $45.2k $45.2k 0.01% Reduced -20.2k -20,239
78 Smartleaf Asset Management LLC 0.00% of their portfolio BOSTON, MA 1,1731.2k $34.4k $34.4k 0.00% Unchanged
79 Raleigh Capital Management Inc. 0.01% of their portfolio CARY, NC 1,0321.0k $30.2k $30.2k 0.01% Added +17 +17
80 IFG Advisory, LLC 0.00% of their portfolio ATLANTA, GA 924924 $27.0k $27.0k 0.00% New
81 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 741741 $21.7k $21.7k 0.00% New
82 Triumph Capital Management 0.00% of their portfolio DENVER, CO 700700 $20.5k $20.5k 0.00% Unchanged
83 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 612612 $17.9k $17.9k 0.00% First filing
84 Rossby Financial, LCC 0.00% of their portfolio MELBOURNE, FL 611611 $17.9k $17.9k 0.00% Added +74 +74
85 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 441441 $12.9k $12.9k 0.00% Unchanged
86 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 311311 $9.1k $9.1k 0.00% Added +6 +6
87 WHITTIER TRUST CO OF NEVADA INC 0.00% of their portfolio RENO, NV 282282 $8.3k $8.3k 0.00% Unchanged
88 TOUNJIAN ADVISORY PARTNERS, LLC 0.00% of their portfolio FORT MYERS, FL 264264 $7.7k $7.7k 0.00% New
89 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 8787 $2.5k $2.5k 0.00% Reduced -2.9k -2,909
90 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 5959 $1.7k $1.7k 0.00% Unchanged
91 MCGUIRE CAPITAL ADVISORS INC 0.00% of their portfolio BETHANY, OK 5454 $1.6k $1.6k 0.00% Unchanged
92 Caitlin John, LLC 0.00% of their portfolio BRIGHTON, MI 5252 $1.5k $1.5k 0.00% Unchanged
93 Mascoma Wealth Management LLC 0.00% of their portfolio HANOVER, NH 4242 $1.2k $1.2k 0.00% New
94 Quest 10 Wealth Builders, Inc. 0.00% of their portfolio Fuquay-Varina, VA 3737 $1.1k $1.1k 0.00% New
95 Key Capital Management, INC 0.00% of their portfolio HENDERSONVILLE, TN 37075, TN 3131 $906 $906 0.00% Unchanged
96 Silver Grove Financial Group, Inc. 0.00% of their portfolio ORCHARD PARK, NY 2424 $701 $701 0.00% New
97 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 2121 $614 $614 0.00% New
98 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 1414 $409 $409 0.00% Unchanged
99 Lloyd Advisory Services, LLC. 0.00% of their portfolio SUWANEE, GA 1111 $329 $329 0.00% New
100 TUCKER ASSET MANAGEMENT LLC 0.00% of their portfolio LITTLETON, CO 77 $205 $205 0.00% Unchanged