FIRST TR EXCH TRADED FD III (FPEI) is held by 47 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 FPEI?

In Q2 2026, 22 institutions opened or increased positions in FIRST TR EXCH TRADED FD III while 25 reduced or exited — a net selling quarter.

What is the Smart Money Verdict on FPEI?

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 FPEI. In Q2 2026, the institutional leg showed net outflows: 22 buying versus 25 selling.

How many hedge funds hold FPEI?

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

Is institutional money flowing into FPEI?

As of Q2 2026, tracked institutions in FIRST TR EXCH TRADED FD III show 22 buyers versus 25 sellers — net outflows.

FIRST TR EXCH TRADED FD III

FPEI·33739P855·US·Preferred Stock

Holders

(5 Elite)

$1.1B

Total Value

47% (47)

Consensus

22 buying - 25 selling

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

Smart Money Verdict

View all

Held by 47 funds

5 elite

Who's Trading

Source dates: Price Oct 12, 2026 · Insiders none · Activists none · Congress none

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

Checking access…

	Action
MORGAN STANLEY	Decreased	19.8M(-0.7%)	$381.8M	0.0%	+9.14%	0
UBS Group AG	Increased	10M(+1.9%)	$192.5M	0.0%	+20.94%	31
BANK OF AMERICA CORP /DE/	Decreased	6M(-0.1%)	$116M	0.0%	+16.00%	0
ROYAL BANK OF CANADA	Decreased	5.3M(-1.0%)	$102.6M	0.0%	+5.20%	0
LPL Financial LLC	Increased	4.5M(+5.1%)	$86.9M	0.0%	+17.52%	31
NewEdge Advisors, LLC	Increased	2.3M(+3.6%)	$43.8M	0.1%	+7.65%	36
RAYMOND JAMES FINANCIAL INC	Decreased	2.1M(-0.2%)	$40M	0.0%	+6.45%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	1.7M(+7.1%)	$32.8M	0.0%	+13.39%	31
TRUIST FINANCIAL CORP	Increased	1.6M(+9.4%)	$31M	0.0%	+13.21%	32
OSAIC HOLDINGS, INC.	Increased	770,219(+9.5%)	$14.9M	0.0%	+16.13%	31
Cetera Investment Advisers	Increased	704,375(+4.5%)	$13.6M	0.0%	+10.81%	29
HighTower Advisors, LLC	Increased	544,884(+4.1%)	$10.5M	0.0%	+3.95%	29
Baird Financial Group, Inc.	Decreased	470,809(-25.5%)	$9.1M	0.0%	+14.41%	0
JPMORGAN CHASE & CO	Decreased	399,891(-4.2%)	$7.7M	0.0%	+7.47%	0
COMMONWEALTH EQUITY SERVICES, LLC	Increased	378,955(+8.4%)	$7.3M	0.0%	+13.14%	30
STIFEL FINANCIAL CORP	Decreased	355,978(-3.3%)	$6.9M	0.0%	+16.74%	0
Rockefeller Capital Management L.P.	Increased	332,355(+8.4%)	$6.4M	0.0%	+6.71%	30
FIRST TRUST ADVISORS LP	Decreased	210,613(-1.4%)	$4.1M	0.0%	+11.22%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	207,958(+83.1%)	$4M	0.0%	+1.27%	41
Private Advisor Group, LLC	Increased	180,264(+1.6%)	$3.5M	0.0%	+16.27%	27

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FPEIFIRST TR EXCH TRADED FD III

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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

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