| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP | 4.9% | $1,016,991 | 39,100 | First Trust Portfolios L.P. | 30 Jun 2025 |
As of 30 Sep 2025, 14 institutional investors reported holding 621,362 shares of First Trust Exchange-Traded Fund III - First Trust New York Municipal High Income ETF (FMNY). This represents 78% 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 78% 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 | 40% | 320,049 | +82% | 0.67% | $8,476,495 |
| Hennion & Walsh Asset Management, Inc. | 13% | 107,277 | +2.1% | 0.1% | $2,841,231 |
| FLOW TRADERS U.S. LLC | 6.7% | 53,604 | 0.06% | $1,420,000 | |
| FIRST TRUST ADVISORS LP | 3.9% | 31,100 | -20% | 0% | $823,683 |
| OSAIC HOLDINGS, INC. | 3.7% | 29,426 | -2.4% | 0% | $762,442 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 2.3% | 18,007 | +0.94% | 0.14% | $476,000 |
| JANE STREET GROUP, LLC | 2.2% | 17,464 | -65% | 0% | $462,534 |
| NAPLES GLOBAL ADVISORS, LLC | 2% | 16,200 | 0% | 0.03% | $429,057 |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.8% | 14,376 | -0.67% | 0% | $381,000 |
| Platform Technology Partners | 1.4% | 11,232 | 0% | 0.07% | $297,487 |
| IFP Advisors, Inc | 0.16% | 1,255 | 0% | 0% | $33,239 |
| UBS Group AG | 0.12% | 995 | +50% | 0% | $26,353 |
| JPMORGAN CHASE & CO | 0.05% | 375 | -80% | 0% | $9,932 |
| MORGAN STANLEY | 0% | 2 | 0% | $62 | |
| HighTower Advisors, LLC | 0% | 0 | -100% | $0 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 329,205 | $8,788,132 | +$244,419 | $26.70 | 1 |
| 2025 Q3 | 621,362 | $16,439,515 | +$3,281,636 | $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 | 432,075 | $11,515,964 | -$357,647 | $26.65 | 14 |
| 2024 Q3 | 444,144 | $12,138,485 | -$158,351 | $27.33 | 13 |
| 2024 Q2 | 450,826 | $12,076,627 | -$982,139 | $26.79 | 14 |
| 2024 Q1 | 476,478 | $12,856,392 | +$1,271,606 | $26.98 | 14 |
| 2023 Q4 | 440,057 | $11,939,679 | +$3,175,227 | $27.14 | 11 |
| 2023 Q3 | 323,054 | $8,221,116 | -$1,105,485 | $25.45 | 7 |
| 2023 Q2 | 364,824 | $9,694,691 | -$1,875,838 | $26.57 | 10 |
| 2023 Q1 | 435,342 | $11,659,892 | +$1,887,241 | $26.78 | 11 |
| 2022 Q4 | 364,883 | $9,648,918 | +$2,968,951 | $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 | -$3,839,774 | $27.79 | 6 |
| 2021 Q4 | 414,115 | $12,538,540 | +$184,439 | $30.28 | 8 |
| 2021 Q3 | 409,364 | $12,264,126 | -$1,785,169 | $29.96 | 7 |
| 2021 Q2 | 467,248 | $14,160,621 | +$14,160,621 | $30.30 | 7 |