FIRST TR EXCH TRADED FD III INSTL PFD SECS is a security (CUSIP 33739P855) tracked across SEC portfolio filings. 220 institutional managers reported $1.5B on Form 13F as of 2026-06-30; 1 registered fund positions totaling $8K via N-PORT as of 2024-06-30.
Showing 15 of 220 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| MORGAN STANLEY | NEW YORK, NY | $378.7M | 19,930,888 |
| UBS Group AG | Zurich, V8 | $186.1M | 9,797,349 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $114.3M | 6,017,351 |
| Royal Bank of Canada | TORONTO, A6 | $102.1M | 5,375,215 |
| LPL Financial LLC | FORT MILL, SC | $81.4M | 4,283,781 |
| SMITH CHAS P & ASSOCIATES PA CPAS | LAKELAND, FL | $46.1M | 2,424,767 |
| NewEdge Advisors, LLC | New Orleans, LA | $41.6M | 2,190,737 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $39.5M | 2,076,619 |
| Montis Financial, LLC | Waltham, MA | $34.5M | 1,816,813 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $32.8M | 1,700,588 |
| TRUIST FINANCIAL CORP | CHARLOTTE, NC | $31.0M | 1,605,335 |
| JANE STREET GROUP, LLC | NEW YORK, NY | $27.1M | 1,428,742 |
| FUKOKU MUTUAL LIFE INSURANCE Co | TOKYO, M0 | $24.3M | 1,259,000 |
| Legacy Edge Advisors, LLC | SYOSSET, NY | $23.1M | 1,214,315 |
| Annex Advisory Services, LLC | ELM GROVE, WI | $22.1M | 1,146,209 |
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| DriveWealth NYSE 100 Index ETF | DriveWealth ETF Trust | $8K | 98.97% |