Question 1

How many shares of FPE does Rockefeller Capital Management L.P. own?

Accepted Answer

As of 2026-Q2, Rockefeller Capital Management L.P. holds 2M shares of FPE (FIRST TR EXCH TRADED FD III).

Question 2

What is Rockefeller Capital Management L.P.'s FPE position worth?

Accepted Answer

As of 2026-Q2, Rockefeller Capital Management L.P.'s FPE position is worth $36.5M.

Question 3

Is Rockefeller Capital Management L.P. buying or selling FPE?

Accepted Answer

In 2026-Q2, Rockefeller Capital Management L.P. increased their FPE position (+0.2% change in shares).

Question 4

When did Rockefeller Capital Management L.P. first buy FPE?

Accepted Answer

Based on available 13F filings, Rockefeller Capital Management L.P. first reported a position in FPE in 2019-Q4. They have held the position across 27 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	2M	+0.2%	$36.5M	0.1%	$17.61	29
2026-Q1	Decreased	2M	-7.9%	$36.2M	0.1%	$17.23	0
2025-Q4	Increased	2.2M	+9.8%	$40.3M	0.1%	$17.44	32
2025-Q3	Increased	2M	+1.4%	$36.7M	0.1%	$17.18	29
2025-Q2	Increased	2M	+1.5%	$35.3M	0.1%	$16.53	29
2025-Q1	Increased	2M	+6.7%	$34.4M	0.1%	$16.10	31
2024-Q4	Decreased	1.8M	-0.4%	$32.4M	0.1%	$15.97	0
2024-Q3	Increased	1.8M	+1.2%	$33.3M	0.1%	$16.10	29
2024-Q2	Increased	1.8M	+5.3%	$31.6M	0.1%	$15.22	30
2024-Q1	Increased	1.7M	+17.9%	$29.9M	0.1%	$14.97	34
2023-Q4	Decreased	1.5M	-2.5%	$24.7M	0.1%	$14.36	0
2023-Q3	Increased	1.5M	+15.5%	$24M	0.1%	$13.40	33
2023-Q2	Increased	1.3M	+10.0%	$20.8M	0.1%	$13.19	31
2023-Q1	Decreased	1.2M	-13.9%	$18.9M	0.1%	$12.97	0
2022-Q4	Increased	1.4M	+0.9%	$23.1M	0.1%	$13.44	34
2022-Q3	Increased	1.4M	+130.6%	$22.7M	0.1%	$13.16	55
2022-Q2	Decreased	589,529	-25.1%	$10.2M	0.1%	$13.40	0
2022-Q1	Decreased	786,694	-0.4%	$15M	0.1%	$14.60	0
2021-Q4	Increased	789,972	+31.7%	$16.1M	0.1%	$15.41	36
2021-Q3	Increased	599,912	+23.7%	$12.3M	0.1%	$15.40	34
2021-Q2	Increased	485,050	+38.2%	$10M	0.1%	$15.28	36
2021-Q1	Increased	351,006	+12.6%	$7.1M	0.0%	$14.78	31
2020-Q4	Increased	311,642	+16.1%	$6.3M	0.0%	$14.64	31
2020-Q3	Increased	268,321	+1715.2%	$5.1M	0.0%	$13.74	44
2020-Q2	Increased	14,782	+54.3%	$272,000	0.0%	$13.04	33
2020-Q1	Decreased	9,578	-1.6%	$157,000	0.0%	$11.44	0
2019-Q4	New	9,734	-	$195,000	0.0%	$13.81	32

FPE27 quarters

FPE
27 quarters