FIRST TR EXCH TRADED FD III

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FPEI·33739P855·US·Preferred Stock·Unknown - Unknown

FPEI (FIRST TR EXCH TRADED FD III) is held by 46 institutional investors as of Q2 2026. Largest holders: MORGAN STANLEY ($381.8M), UBS Group AG ($192.5M), BANK OF AMERICA CORP /DE/ ($116M). Net institutional sentiment: Mixed.

46

Holders

(6 Elite)

$1.1B

Total Value

48% (46)

Consensus

22 buying - 24 selling

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

Smart Money Verdict

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Institutional (13F)74

Insider (Form 4)69

Activist (13D/13G)85

Congressional (STOCK Act)26

Holder Quality

27

★★★★★

Elite

51

★★★★

Strong

35

★★★

Solid

73

★★

Below

20

★

Weak

Held by 46 funds

6 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

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

Top Holders

Top Holders (46)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Decreased	19.8M(-0.7%)	$381.8M	0.0%	+12.56%	0
UBS Group AG	Increased	10M(+1.9%)	$192.5M	0.0%	+24.72%	31
BANK OF AMERICA CORP /DE/	Decreased	6M(-0.1%)	$116M	0.0%	+9.58%	0
ROYAL BANK OF CANADA	Decreased	5.3M(-1.0%)	$102.6M	0.0%	+8.49%	0
LPL Financial LLC	Increased	4.5M(+5.1%)	$86.9M	0.0%	+21.20%	31
NewEdge Advisors, LLC	Increased	2.3M(+3.6%)	$43.8M	0.1%	+11.02%	36
RAYMOND JAMES FINANCIAL INC	Decreased	2.1M(-0.2%)	$40M	0.0%	+9.79%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	1.7M(+7.1%)	$32.8M	0.0%	+16.94%	31
TRUIST FINANCIAL CORP	Increased	1.6M(+9.4%)	$31M	0.0%	+16.76%	32
OSAIC HOLDINGS, INC.	Increased	770,219(+9.5%)	$14.9M	0.0%	+19.77%	31
Cetera Investment Advisers	Increased	704,375(+4.5%)	$13.6M	0.0%	+14.28%	29
HighTower Advisors, LLC	Increased	544,884(+4.1%)	$10.5M	0.0%	+7.21%	29
Baird Financial Group, Inc.	Decreased	470,809(-25.5%)	$9.1M	0.0%	+17.99%	0
JPMORGAN CHASE & CO	Decreased	399,891(-4.2%)	$7.7M	0.0%	+8.71%	0
COMMONWEALTH EQUITY SERVICES, LLC	Increased	378,955(+8.4%)	$7.3M	0.0%	+16.69%	30
STIFEL FINANCIAL CORP	Decreased	355,978(-3.3%)	$6.9M	0.0%	+20.40%	0
Rockefeller Capital Management L.P.	Increased	332,355(+8.4%)	$6.4M	0.0%	+10.06%	30
FIRST TRUST ADVISORS LP	Decreased	210,613(-1.4%)	$4.1M	0.0%	+14.71%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	207,958(+83.1%)	$4M	0.0%	+4.44%	41
Private Advisor Group, LLC	Increased	180,264(+1.6%)	$3.5M	0.0%	+19.91%	27

Showing 1-20 of 49

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FPEIFIRST TR EXCH TRADED FD III

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

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