FIRST TR EXCH TRADED FD III (FPE) is held by 70 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is MORGAN STANLEY as of Q2 2026.

Are institutions buying or selling FPE?

In Q2 2026, 38 institutions opened or increased positions in FIRST TR EXCH TRADED FD III while 37 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on FPE?

HoldingsIntel scores FIRST TR EXCH TRADED FD III across four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) — with 1 of the 4 carrying data for FPE. In Q2 2026, the institutional leg showed net inflows: 38 buying versus 37 selling.

How many hedge funds hold FPE?

70 institutional investors report holding FIRST TR EXCH TRADED FD III (FPE) as of Q2 2026, based on SEC 13F filings.

Is institutional money flowing into FPE?

As of Q2 2026, tracked institutions in FIRST TR EXCH TRADED FD III show 38 buyers versus 37 sellers — net inflows.

FIRST TR EXCH TRADED FD III

FPE·33739E108·US·Preferred Stock

Holders

(11 Elite)

$3.3B

Total Value

51% (75)

Consensus

38 buying - 37 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Held by 70 funds

11 elite

Who's Trading

Source dates: Price Oct 13, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for FPE.

Checking access…

	Action
MORGAN STANLEY	Increased	53.6M(+1.5%)	$957.6M	0.1%	+10.40%	32
ROYAL BANK OF CANADA	Increased	19.6M(+0.1%)	$350.2M	0.1%	+4.28%	31
LPL Financial LLC	Increased	18.5M(+3.8%)	$331M	0.1%	+12.78%	32
WELLS FARGO & COMPANY/MN	Increased	18.3M(+7.7%)	$327.6M	0.1%	+10.41%	33
RAYMOND JAMES FINANCIAL INC	Decreased	10M(-1.9%)	$178.9M	0.0%	+5.22%	0
UBS Group AG	Decreased	9.1M(-2.5%)	$163.1M	0.0%	+21.64%	0
BANK OF AMERICA CORP /DE/	Increased	9.1M(+5.0%)	$162.4M	0.0%	+14.94%	32
AMERIPRISE FINANCIAL INC	Increased	5.2M(+4.4%)	$93.8M	0.0%	+3.85%	31
HighTower Advisors, LLC	Increased	3.5M(+0.3%)	$62.1M	0.1%	+8.45%	29
Cetera Investment Advisers	Increased	3.3M(+10.5%)	$58.6M	0.1%	+1.58%	33
STIFEL FINANCIAL CORP	Increased	2.6M(+10.8%)	$46.6M	0.0%	+15.08%	32
ENVESTNET ASSET MANAGEMENT INC	Decreased	2.5M(-0.5%)	$45M	0.0%	+15.28%	0
Kestra Advisory Services, LLC	Decreased	2.4M(-0.2%)	$43.3M	0.1%	+20.30%	0
MAI Capital Management	Increased	2.2M(+11.1%)	$39.7M	0.1%	+3.99%	39
OSAIC HOLDINGS, INC.	Decreased	2.2M(-1.1%)	$39.6M	0.0%	+18.07%	0
Rockefeller Capital Management L.P.	Increased	2M(+0.2%)	$36.5M	0.1%	+9.50%	29
Baird Financial Group, Inc.	Increased	2M(+3.4%)	$36.3M	0.0%	+17.29%	30
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	1.6M(+17.7%)	$27.7M	0.0%	+3.09%	34
TRUIST FINANCIAL CORP	Increased	1.5M(+2.0%)	$27.4M	0.0%	+11.69%	29
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	1.3M(-4.7%)	$23.3M	0.0%	+19.55%	0

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Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer

FIRST TR EXCH TRADED FD III

Smart Money Verdict

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