FIRST TR EXCH TRADED FD III LNG/SHT EQUITY is a security (CUSIP 33739P103) tracked across SEC portfolio filings. 272 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.
Showing 15 of 272 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 | FORT MILL, SC | $171.0M | 2,430,647 |
| ASSETMARK, INC | CONCORD, CA | $43.2M | 585,764 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $42.0M | 597,455 |
| Cetera Investment Advisers | SCHAUMBURG, IL | $41.1M | 583,922 |
| Merit Financial Group, LLC | 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 | CHICAGO, IL | $23.6M | 318,438 |
| STIFEL FINANCIAL CORP | ST. LOUIS, MO | $21.2M | 300,709 |
| Cornerstone Planning Group LLC | FAIRFIELD, NJ | $18.4M | 244,171 |
| Hobart Private Capital, LLC | CHARLOTTE, NC | $16.1M | 217,929 |
| FIRST TRUST ADVISORS LP | Wheaton, IL | $15.7M | 223,206 |
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| IDX Adaptive Opportunities Fund | Trailmark Series Trust | $528K | 161.86% |