# FIRST TR EXCH TRADED FD III LNG/SHT EQUITY

FIRST TR EXCH TRADED FD III LNG/SHT EQUITY is a security (CUSIP 33739P103) tracked across SEC portfolio filings. 271 institutional managers reported $1.6B on Form 13F as of 2026-06-30; 1 registered fund positions totaling $528K via N-PORT as of 2026-03-31.

## Summary

- Issuer: FIRST TR EXCH TRADED FD III
- Class: LNG/SHT EQUITY
- CUSIP: 33739P103
- Asset category: EC
- 13F holders: 271
- 13F value: $1.6B
- 13F period: 2026-06-30
- N-PORT fund positions: 1
- N-PORT value: $528K
- N-PORT report: 2026-03-31

## Top institutional holders (Form 13F)

_Showing 15 of 271 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| MORGAN STANLEY | NEW YORK, NY | $373.6M | 5,309,982 |
| Royal Bank of Canada | TORONTO, A6 | $183.4M | 2,606,322 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $171.0M | 2,430,647 |
| [ASSETMARK, INC](https://search.stillhousedata.com/firm/109018) | CONCORD, CA | $43.2M | 585,764 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $42.0M | 597,455 |
| [Cetera Investment Advisers](https://search.stillhousedata.com/firm/105644) | SCHAUMBURG, IL | $41.1M | 583,922 |
| [Merit Financial Group, LLC](https://search.stillhousedata.com/firm/142457) | ALPHARETTA, GA | $39.0M | 528,335 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $34.9M | 472,698 |
| CENTRAL TRUST Co | JEFFERSON CITY, MO | $34.3M | 464,614 |
| TRUIST FINANCIAL CORP | CHARLOTTE, NC | $32.4M | 439,134 |
| [VestGen Advisors, LLC](https://search.stillhousedata.com/firm/318657) | CHICAGO, IL | $23.6M | 318,438 |
| STIFEL FINANCIAL CORP | ST. LOUIS, MO | $21.2M | 300,709 |
| [Cornerstone Planning Group LLC](https://search.stillhousedata.com/firm/307189) | FAIRFIELD, NJ | $18.4M | 244,171 |
| [Hobart Private Capital, LLC](https://search.stillhousedata.com/firm/168494) | CHARLOTTE, NC | $16.1M | 217,929 |
| FIRST TRUST ADVISORS LP | Wheaton, IL | $15.7M | 223,206 |

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [IDX Adaptive Opportunities Fund](https://search.stillhousedata.com/fund/S000079330) | Trailmark Series Trust | $528K | 161.86% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/33739P103.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.