FPE institutional holders

FIRST TR EXCH TRADED FD III · 13F, 2026Q2

Managers holding463
Shares held240,932,014
Reported value$4.3bn
Quarter flows53 new, 200 added, 139 trimmed, 55 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
MORGAN STANLEY53,554,746$957.6m0.1%
ROYAL BANK OF CANADA19,584,015$350.2m0.1%
LPL Financial LLC18,509,769$331.0m0.1%
WELLS FARGO & COMPANY/MN18,324,364$327.6m0.1%
RAYMOND JAMES FINANCIAL INC10,005,158$178.9m0.0%
UBS Group AG9,120,419$163.1m0.0%
BANK OF AMERICA CORP /DE/9,085,190$162.4m0.0%
AMERIPRISE FINANCIAL INC5,248,497$93.8m0.0%
HighTower Advisors, LLC3,472,189$62.1m0.1%
Cetera Investment Advisers3,276,892$58.6m0.1%
STIFEL FINANCIAL CORP2,606,231$46.6m0.0%
ENVESTNET ASSET MANAGEMENT INC2,516,214$45.0m0.0%
Kestra Advisory Services, LLC2,421,331$43.3m0.1%
MAI Capital Management2,219,975$39.7m0.1%
OSAIC HOLDINGS, INC.2,216,273$39.6m0.0%
Advisory Alpha, LLC2,184,822$39.1m1.0%
Cambridge Investment Research Advisors, Inc.2,118,376$37.9m0.0%
Rockefeller Capital Management L.P.2,041,355$36.5m0.1%
Baird Financial Group, Inc.2,028,641$36.3m0.0%
Magnus Financial Group LLC1,959,719$35.0m2.5%
PARK NATIONAL CORP /OH/1,903,567$34.0m1.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1,550,463$27.7m0.0%
Falcon Wealth Planning1,534,702$27.4m1.7%
TRUIST FINANCIAL CORP1,533,802$27.4m0.0%
AFFINITY WEALTH MANAGEMENT LLC1,508,832$27.0m3.5%

Every holder, line by line, and the full history since 2013: yf.Client().holders("FPE"). FPE price history · All 13F data

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