FIRST TR EXCH TRADED FD III (FPE) is held by 73 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is MORGAN STANLEY as of Q1 2026.

Are institutions buying or selling FPE?

In Q1 2026, 46 institutions opened or increased positions in FIRST TR EXCH TRADED FD III while 30 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on FPE?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for FIRST TR EXCH TRADED FD III.

How many hedge funds hold FPE?

73 institutional investors report holding FIRST TR EXCH TRADED FD III (FPE) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into FPE?

As of Q1 2026, tracked institutions in FIRST TR EXCH TRADED FD III show 46 buyers versus 30 sellers — net inflows.

FIRST TR EXCH TRADED FD III

FPE·33739E108·US·Preferred Stock·Unknown - Unknown

Holders

Avg rating(21 Elite)

$3.2B

Total Value

61% (80)

Fund Consensus

46 buying - 30 selling

No verdict yet — fewer than 2 funds hold FPE.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Decreased	52.8M(-0.9%)	$936.5M	0.1%	+12.06%	0
ROYAL BANK OF CANADA	Decreased	19.6M(-16.9%)	$347.1M	0.1%	+6.11%	0
LPL Financial LLC	Increased	17.8M(+6.0%)	$316.6M	0.1%	+14.90%	33
WELLS FARGO & COMPANY/MN	Increased	17M(+6.8%)	$302.1M	0.1%	+18.16%	33
RAYMOND JAMES FINANCIAL INC	Increased	10.2M(+7.1%)	$181.1M	0.1%	+6.39%	33
UBS Group AG	Decreased	9.4M(-2.2%)	$166M	0.0%	+23.30%	0
BANK OF AMERICA CORP /DE/	Increased	8.7M(+5.4%)	$153.6M	0.0%	+7.96%	32
AMERIPRISE FINANCIAL INC	Increased	5M(+7.8%)	$89.2M	0.0%	+5.32%	32
HighTower Advisors, LLC	Increased	3.5M(+4.9%)	$61.4M	0.1%	+9.80%	31
Cetera Investment Advisers	Increased	3M(+14.8%)	$52.6M	0.1%	+3.18%	34
ENVESTNET ASSET MANAGEMENT INC	Increased	2.5M(+21.9%)	$44.9M	0.0%	+16.28%	35
Kestra Advisory Services, LLC	Increased	2.4M(+4.7%)	$43.1M	0.2%	+22.21%	37
STIFEL FINANCIAL CORP	Increased	2.4M(+4.3%)	$41.8M	0.0%	+18.99%	30
OSAIC HOLDINGS, INC.	Increased	2.2M(+4.7%)	$39.8M	0.1%	+19.13%	30
Rockefeller Capital Management L.P.	Decreased	2M(-8.5%)	$36.2M	0.1%	+18.72%	0
MAI Capital Management	Increased	2M(+7.0%)	$35.5M	0.2%	+6.05%	37
Baird Financial Group, Inc.	Increased	2M(+10.8%)	$34.8M	0.1%	+17.58%	32
JANE STREET GROUP, LLC	New	1.8M	$31.8M	0.0%	-1.54%	40
TRUIST FINANCIAL CORP	Increased	1.5M(+27.9%)	$26.7M	0.0%	+13.07%	36
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	1.4M(-0.8%)	$24.3M	0.0%	+21.11%	0