Question 1

Who owns FPEI?

Accepted Answer

FIRST TR EXCH TRADED FD III (FPEI) is held by 49 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is MORGAN STANLEY as of Q1 2026.

Question 2

Are institutions buying or selling FPEI?

Accepted Answer

In Q1 2026, 29 institutions opened or increased positions in FIRST TR EXCH TRADED FD III while 26 reduced or exited — a net buying quarter.

Question 3

What is the Smart Money Verdict on FPEI?

Accepted Answer

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.

Question 4

How many hedge funds hold FPEI?

Accepted Answer

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

Question 5

Is institutional money flowing into FPEI?

Accepted Answer

As of Q1 2026, tracked institutions in FIRST TR EXCH TRADED FD III show 29 buyers versus 26 sellers — net inflows.

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Increased	19.9M(+7.5%)	$378.7M	0.0%	+9.86%	34
UBS Group AG	Increased	9.8M(+8.8%)	$186.1M	0.0%	+22.30%	33
BANK OF AMERICA CORP /DE/	Increased	6M(+29.3%)	$114.3M	0.0%	+6.72%	38
ROYAL BANK OF CANADA	Increased	5.4M(+7.0%)	$102.1M	0.0%	+6.89%	32
LPL Financial LLC	Decreased	4.3M(-1.6%)	$81.4M	0.0%	+19.75%	0
NewEdge Advisors, LLC	Decreased	2.2M(-13.1%)	$41.6M	0.2%	+9.03%	0
RAYMOND JAMES FINANCIAL INC	Increased	2.1M(+13.0%)	$39.5M	0.0%	+7.07%	33
ENVESTNET ASSET MANAGEMENT INC	Decreased	1.6M(-16.7%)	$30.2M	0.0%	+15.67%	0
TRUIST FINANCIAL CORP	Increased	1.5M(+8.1%)	$27.9M	0.0%	+15.77%	31
JANE STREET GROUP, LLC	New	1.4M	$27.1M	0.0%	-0.41%	40
OSAIC HOLDINGS, INC.	Increased	703,169(+7.4%)	$13.4M	0.0%	+19.17%	30
Cetera Investment Advisers	Decreased	673,855(-8.0%)	$12.8M	0.0%	+12.38%	0
Baird Financial Group, Inc.	Increased	631,986(+2.3%)	$12M	0.0%	+15.33%	29
HighTower Advisors, LLC	Increased	523,479(+35.6%)	$9.9M	0.0%	+4.72%	36
MFMerit Financial Group, LLC	Decreased	493,707(-73.3%)	$9.4M	0.1%	+6.88%	0
JPMORGAN CHASE & CO	Decreased	417,320(-5.1%)	$7.8M	0.0%	+7.94%	0
STIFEL FINANCIAL CORP	Increased	368,270(+9.8%)	$7M	0.0%	+17.60%	30
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	349,676(-8.6%)	$6.6M	0.0%	+15.74%	0
Rockefeller Capital Management L.P.	Increased	306,457(+30.0%)	$5.8M	0.0%	+12.68%	34
FIRST TRUST ADVISORS LP	Increased	213,500(+12.8%)	$4.1M	0.0%	+11.91%	30

FIRST TR EXCH TRADED FD III

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