# FIRST TR EXCH TRADED FD III INSTL PFD SECS

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.

## Summary

- Issuer: FIRST TR EXCH TRADED FD III
- Class: INSTL PFD SECS
- CUSIP: 33739P855
- Asset category: EC
- 13F holders: 220
- 13F value: $1.5B
- 13F period: 2026-06-30
- N-PORT fund positions: 1
- N-PORT value: $8K
- N-PORT report: 2024-06-30

## Top institutional holders (Form 13F)

_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](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $81.4M | 4,283,781 |
| [SMITH CHAS P & ASSOCIATES PA CPAS](https://search.stillhousedata.com/firm/104914) | 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](https://search.stillhousedata.com/firm/163986) | WALTHAM, MA | $36.7M | 1,903,858 |
| 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](https://search.stillhousedata.com/firm/328064) | SYOSSET, NY | $23.1M | 1,214,315 |
| [Annex Advisory Services, LLC](https://search.stillhousedata.com/firm/127987) | ELM GROVE, WI | $22.1M | 1,146,209 |

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [DriveWealth NYSE 100 Index ETF](https://search.stillhousedata.com/fund/S000079523) | DriveWealth ETF Trust | $8K | 98.97% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/33739p855.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.