FMB · Insider trading · 13F holders · Congress trades
First Tr Exch Traded Fd III (FMB)
Who is buying and selling FMB: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 55
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
FMB at a glance
- No open-market insider purchases or sales of FMB were filed in the last 90 days.
- 55 13F filers hold FMB among their 50 largest positions, worth $251.0M combined. The biggest bets by portfolio weight are True Blue Financial, LLC (4.6%), Frisch Financial Group, Inc. (2.0%) and Blackhawk Capital Partners, LLC (1.9%). In their latest 13Fs, 1 manager opened a new position and 11 added to one.
- No member of Congress has disclosed a trade in FMB.
FMB insider trading
No open-market insider purchases or sales of FMB were filed in the last 90 days.
Who owns FMB? Hedge funds and superinvestors
55 13F filers hold FMB among their 50 largest positions, worth $251.0M combined. The biggest bets by portfolio weight are True Blue Financial, LLC (4.6%), Frisch Financial Group, Inc. (2.0%) and Blackhawk Capital Partners, LLC (1.9%). In their latest 13Fs, 1 manager opened a new position and 11 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Avantax Planning Partners, Inc.Wealth manager | 1.1% | $43.0M | 837,252 | -0.7% shares | Q2 2026 |
| RMR Wealth BuildersWealth manager | 1.1% | $18.1M | 377,337 | +7.3% shares | Q3 2026 |
| True Blue Financial, LLCWealth manager | 4.6% | $12.4M | 259,546 | -8.0% shares | Q3 2026 |
| GM Advisory Group, LLCWealth manager | 0.5% | $12.2M | 240,580 | -1.8% shares | Q1 2026 |
| Frisch Financial Group, Inc.Wealth manager | 2.0% | $11.7M | 228,347 | +3.7% shares | Q2 2026 |
| XML Financial, LLCWealth manager | 0.7% | $10.2M | 212,746 | — | Q3 2026 |
| MotcoInvestment manager | 0.8% | $9.5M | 185,023 | +0.0% shares | Q2 2026 |
| First Heartland Consultants, Inc.Wealth manager | 0.6% | $8.5M | 177,140 | +11.6% shares | Q3 2026 |
| ERn Financial, LLCWealth manager | 1.2% | $7.6M | 159,274 | +4.3% shares | Q3 2026 |
| BCGM Wealth Management, LLCWealth manager | 1.6% | $7.6M | 147,834 | +7.1% shares | Q2 2026 |
| Journey Strategic Wealth LLCWealth manager | 0.2% | $7.4M | 146,105 | +3.6% shares | Q1 2026 |
| Blackhawk Capital Partners, LLCWealth manager | 1.9% | $6.0M | 115,918 | +1.6% shares | Q2 2026 |
| Logan Stone Capital, LLCHedge fund | 1.2% | $5.6M | 109,061 | +153.0% shares | Q2 2026 |
| Brady Martz Wealth Solutions, LLCWealth manager | 0.8% | $5.0M | 97,549 | -2.5% shares | Q2 2026 |
| Advance Capital Management, Inc.Wealth manager | 0.2% | $4.7M | 91,522 | +10.8% shares | Q2 2026 |
| Fsb Premier Wealth Management, Inc.Wealth manager | 1.3% | $4.5M | 87,089 | -0.1% shares | Q2 2026 |
| Prestige Wealth Management Group LLCWealth manager | 0.8% | $4.3M | 83,002 | -0.8% shares | Q2 2026 |
| Etesian Wealth Advisors, Inc.Wealth manager | 1.2% | $4.1M | 86,115 | +0.6% shares | Q3 2026 |
| Uniting Wealth Partners, LLCWealth manager | 0.8% | $4.0M | 77,578 | +3.9% shares | Q2 2026 |
| ABLE Financial Group, LLCWealth manager | 0.6% | $3.8M | 78,541 | +21.2% shares | Q3 2026 |
| Landmark Wealth Management, LLCWealth manager | 0.9% | $3.7M | 71,872 | +8.1% shares | Q2 2026 |
| EdgeRock Capital LLCWealth manager | 0.8% | $3.5M | 68,971 | -9.7% shares | Q2 2026 |
| Seascape Capital ManagementHedge fund | 0.8% | $3.3M | 64,250 | +0.0% shares | Q2 2026 |
| Arwa LLCWealth manager | 1.1% | $3.1M | 63,264 | +13.7% shares | Q3 2026 |
| WealthCare Investment Partners, LLCWealth manager | 0.7% | $3.0M | 59,000 | +1.0% shares | Q2 2026 |
| Elequin Capital, LPHedge fund | 0.4% | $3.0M | 58,398 | — | Q2 2026 |
| Capital Financial Group Inc\co\ /advWealth manager | 1.5% | $2.9M | 56,560 | +0.1% shares | Q2 2026 |
| Clearwater Capital Advisors, LLCWealth manager | 0.2% | $2.9M | 55,553 | +1.7% shares | Q2 2026 |
| Vaquero Private Wealth, LtdWealth manager | 0.6% | $2.7M | 56,440 | -9.6% shares | Q3 2026 |
| Sentinel Pension Advisors, LLCPension fund | 0.3% | $2.6M | 51,218 | +0.4% shares | Q2 2026 |
The 30 largest of 55 positions, by value. Each manager counts with its latest 13F (Q3 2026: 24, Q2 2026: 29, Q1 2026: 2). Screen FMB in the grand portfolio →
FMB stock trades by members of Congress
No member of Congress has disclosed a trade in FMB.
FMB questions and answers
Are insiders buying FMB stock?
No open-market insider purchases or sales of FMB were filed in the last 90 days.
Which hedge funds own FMB?
55 13F filers hold FMB among their 50 largest positions, worth $251.0M combined. The biggest bets by portfolio weight are True Blue Financial, LLC (4.6%), Frisch Financial Group, Inc. (2.0%) and Blackhawk Capital Partners, LLC (1.9%). In their latest 13Fs, 1 manager opened a new position and 11 added to one.
Has Congress traded FMB?
No member of Congress has disclosed a trade in FMB.
Who is the largest holder of FMB?
Among 13F filers, Avantax Planning Partners, Inc. reports the largest FMB position, $43.0M (837,252 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is True Blue Financial, LLC's: 4.6% of its portfolio.
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