| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP | 4.9% | $1,015,415 | 39,100 | First Trust Portfolios L.P. | 30 Jun 2025 |
As of 31 Dec 2025, 21 institutional investors reported holding 692,126 shares of First Trust Exchange-Traded Fund III - First Trust New York Municipal High Income ETF (FMNY). This represents 87% of the company’s total 799,591 outstanding shares.
The largest institutional shareholders of First Trust Exchange-Traded Fund III - First Trust New York Municipal High Income ETF (FMNY) together control 87% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Magnus Financial Group LLC | 41% | 329,205 | +2.9% | 0.67% | $8,788,132 |
| Hennion & Walsh Asset Management, Inc. | 19% | 155,121 | +45% | 0.14% | $4,140,955 |
| FLOW TRADERS U.S. LLC | 4.3% | 34,092 | -36% | 0.03% | $910,000 |
| OSAIC HOLDINGS, INC. | 3.5% | 28,243 | -4% | 0% | $754,114 |
| COMMONWEALTH EQUITY SERVICES, LLC | 2.5% | 19,891 | +38% | 0% | $531,000 |
| NAPLES GLOBAL ADVISORS, LLC | 2% | 16,200 | 0% | 0.03% | $432,459 |
| FIRST TRUST ADVISORS LP | 1.9% | 15,424 | -50% | 0% | $411,743 |
| Emergent Wealth Advisors, LLC | 1.9% | 15,229 | 0.23% | $406,551 | |
| Cetera Investment Advisers | 1.8% | 14,242 | 0% | $380,189 | |
| JANE STREET GROUP, LLC | 1.6% | 12,982 | -26% | 0% | $346,554 |
| GOLDMAN SACHS GROUP INC | 1.5% | 12,374 | 0% | $330,324 | |
| Platform Technology Partners | 1.4% | 11,232 | 0% | 0.06% | $299,845 |
| LPL Financial LLC | 1.2% | 9,912 | 0% | $264,601 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.1% | 8,808 | 0% | $235,130 | |
| Kestra Advisory Services, LLC | 0.85% | 6,767 | 0% | $180,649 | |
| IFP Advisors, Inc | 0.16% | 1,255 | 0% | 0% | $33,502 |
| Smithfield Trust Co | 0.07% | 550 | 0% | $14,000 | |
| JPMORGAN CHASE & CO | 0.05% | 375 | 0% | 0% | $10,011 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 0.02% | 176 | -99% | 0% | $4,000 |
| UBS Group AG | 0.01% | 47 | -95% | 0% | $1,255 |
| MORGAN STANLEY | 0% | 1 | -50% | 0% | $34 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 692,126 | $18,475,048 | +$1,959,160 | $26.70 | 21 |
| 2025 Q3 | 621,362 | $16,439,515 | +$3,281,631 | $26.49 | 14 |
| 2025 Q2 | 498,168 | $12,936,908 | +$1,094,096 | $25.97 | 13 |
| 2025 Q1 | 455,877 | $11,984,064 | -$354,460 | $26.29 | 12 |
| 2024 Q4 | 468,909 | $12,495,609 | +$640,587 | $26.65 | 14 |
| 2024 Q3 | 444,144 | $12,138,485 | -$158,351 | $27.33 | 13 |
| 2024 Q2 | 450,826 | $12,076,627 | -$982,140 | $26.79 | 14 |
| 2024 Q1 | 476,478 | $12,856,392 | +$1,271,634 | $26.98 | 14 |
| 2023 Q4 | 440,057 | $11,939,679 | +$3,175,227 | $27.14 | 11 |
| 2023 Q3 | 323,054 | $8,221,116 | -$1,105,484 | $25.45 | 7 |
| 2023 Q2 | 364,824 | $9,694,691 | -$1,875,835 | $26.57 | 10 |
| 2023 Q1 | 435,342 | $11,659,892 | +$1,887,241 | $26.78 | 11 |
| 2022 Q4 | 364,883 | $9,648,918 | +$2,968,955 | $26.44 | 10 |
| 2022 Q3 | 280,309 | $7,132,779 | -$399,014 | $25.45 | 9 |
| 2022 Q2 | 295,283 | $7,818,998 | +$383,268 | $26.48 | 7 |
| 2022 Q1 | 278,326 | $7,734,829 | -$3,839,770 | $27.79 | 6 |
| 2021 Q4 | 414,115 | $12,538,540 | +$184,437 | $30.28 | 8 |
| 2021 Q3 | 409,364 | $12,264,126 | -$1,785,167 | $29.96 | 7 |
| 2021 Q2 | 467,248 | $14,160,621 | +$14,160,621 | $30.30 | 7 |