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Disclosery

FPE FIRST TR EXCH TRADED FD III

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PFD SECS INC ETF (fund)

442 managers (446 13F filers) reported a position in FPE shares at 2025-03-31, 217,788,558 shares in all. 43 filers opened a position and 41 filers sold out during the quarter.

Managers
442
13F filers
446
New
43
Added
200
Reduced
133
Sold out
41
Shares held by filers
217,788,558

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Integrated Advisors Network LLC49,576$872K0.04%-14,73113F-HRTimeline
Meridian Financial Partners LLC49,392$869K0.44%+7,48213F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC48,933$861K0.88%+1,10013F-HRTimeline
RED CEDAR INVESTMENT MANAGEMENT, LLC48,657$856K0.12%013F-HRTimeline
Prospect Financial Services LLC48,601$855K0.47%-1,73913F-HRTimeline
Aspen Wealth Strategies, LLC48,226$848K0.56%-16,08613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV48,091$846K<0.01%+31,41113F-HRTimeline
Note Advisors, LLC44,867$789K0.65%new13F-HRTimeline
SPC Financial, Inc.44,862$789K0.07%-7,27913F-HRTimeline
J.W. COLE ADVISORS, INC.44,759$787K0.02%-15,82413F-HRTimeline
Altus Wealth Group LLC43,618$767K0.36%+10113F-HRTimeline
Berger Financial Group, Inc43,405$763K0.05%-5,27413F-HRTimeline
Bright Futures Wealth Management, LLC.44,414$760K0.83%-5,23313F-HRTimeline
Barry Investment Advisors, LLC43,067$758K0.2%-4,60813F-HRTimeline
Maia Wealth LLC43,344$743K0.17%+2,28813F-HRTimeline
IFG Advisory, LLC39,864$701K0.04%+16113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV39,849$701K0.06%+23,57313F-HRTimeline
Quantum Private Wealth, LLC39,669$698K0.26%+113F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC39,043$687K0.62%+82513F-HRTimeline
Brookwood Investment Group LLC39,003$686K0.12%13F-HRTimeline
Ausdal Financial Partners, Inc.38,381$675K0.05%-5,75713F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC38,189$672K0.05%+5,53113F-HRTimeline
Cornell Pochily Investment Advisors, In…37,914$667K0.23%-2,23713F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…37,728$664K0.03%+4,55613F-HRTimelineGroup
MATRIX PRIVATE CAPITAL GROUP LLC37,442$659K0.39%013F-HRTimeline
Cornerstone Wealth Management, LLC37,084$652K0.04%+1,56413F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.37,028$651K0.25%+19,19713F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group36,945$650K0.09%+12,37513F-HRTimelineGroup
Freedom Financial Partners LLC36,477$642K0.3%+23913F-HRTimeline
Mutual Advisors, LLC36,808$639K0.02%-1,00613F-HRTimeline
Medallion Wealth Advisors, LLC35,961$633K0.29%013F-HRTimeline
Oder Investment Management, LLC35,519$625K0.53%-25913F-HRTimeline
CW Advisors, LLC35,285$624K0.01%new13F-HRTimeline
Summit Wealth Partners, LLC34,723$611K0.12%-26,42413F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC33,301$586K0.29%+2,63313F-HRTimelineGroup
Secure Asset Management, LLC32,786$577K0.12%+4,90213F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…32,519$572K0.02%013F-HRTimelineGroup
Opulen Financial Group LLC32,509$572K0.52%-56513F-HRTimeline
1834 INVESTMENT ADVISORS CO32,197$566K0.07%-1,38313F-HRTimeline
B. Riley Wealth Advisors, Inc.32,040$564K0.02%new13F-HRTimeline
Coastwise Capital Group, LLC31,882$561K0.47%+25613F-HRTimeline
WEDBUSH SECURITIES INC30,450$536K0.02%+31513F-HRTimeline
Boyce & Associates Wealth Consulting, I…29,210$514K0.51%+3,73713F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC29,125$512K0.44%+9,31213F-HRTimeline
CASCADE INVESTMENT GROUP, INC.28,753$506K0.39%-1,60013F-HRTimeline
Ballew Advisors, Inc29,550$502K0.34%+2,50013F-HRTimeline
NewEdge Wealth, LLC28,324$498K0.01%-14,62213F-HRTimeline
First Financial Group Corp27,785$489K0.55%-25013F-HRTimeline
Good Life Advisors, LLC27,780$489K0.03%-8113F-HRTimeline
MGB Wealth Management, LLC27,000$475K0.17%013F-HRTimeline
HB Wealth Management, LLC26,861$472K<0.01%+11713F-HRTimeline
Creekside Partners26,823$472K0.25%+29513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp26,098$459K<0.01%-3,65413F-HRTimelineGroup
Clear Creek Financial Management, LLC25,638$451K0.05%-94713F-HRTimeline
SeaCrest Wealth Management, LLC25,318$445K0.05%-54513F-HRTimeline
Aptus Capital Advisors, LLC25,095$441K0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC25,095$441K0.04%013F-HRTimeline
Vermillion Wealth Management, Inc.24,958$439K0.13%+20613F-HRTimeline
Aurora Private Wealth, Inc.24,791$436K0.35%-67413F-HR/ATimeline
Avantax Planning Partners, Inc.24,742$435K0.02%-18,85113F-HRTimeline
Focus Financial Network, Inc.24,695$434K0.02%013F-HRTimeline
BURKE & HERBERT BANK & TRUST CO24,688$434K0.1%013F-HRTimeline
American Institute for Advanced Investm…24,575$432K0.33%+55013F-HRTimeline
Soltis Investment Advisors LLC24,507$431K0.04%+6,25213F-HRTimeline
Stockman Wealth Management, Inc.24,230$426K0.06%+213F-HRTimeline
LVZ, Inc.24,142$425K0.06%+66713F-HRTimeline
Tudor Financial Inc.24,043$423K0.25%+12413F-HRTimeline
Tanglewood Legacy Advisors, LLC23,810$419K0.18%013F-HRTimeline
Concentrum Wealth Management23,610$415K0.15%-12,35513F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC23,523$414K0.04%-50013F-HRTimelineGroup
Platform Technology Partners23,467$413K0.12%013F-HRTimeline
Morey & Quinn Wealth Partners, LLC23,025$405K0.34%+16813F-HRTimeline
OMNI 360 Wealth, Inc.22,668$399K0.27%-49513F-HR/ATimeline
SCHNIEDERS CAPITAL MANAGEMENT LLC22,590$397K0.08%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/22,247$391K<0.01%+18,06113F-HRTimelineGroup
TI-TRUST, INC22,104$389K0.26%+1,63013F-HRTimeline
Shulman DeMeo Asset Management LLC21,849$384K0.11%new13F-HRTimeline
Topsail Wealth Management, LLC21,721$382K0.08%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.21,565$379K0.02%-5513F-HRTimelineGroup
TRUE Private Wealth Advisors21,395$376K0.05%+23313F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC21,476$373K0.03%-1,86313F-HRTimeline
Park Edge Advisors, LLC20,876$367K0.1%+23713F-HRTimeline
Sequoia Financial Advisors, LLC20,547$361K<0.01%-7,45213F-HRTimeline
Dunhill Financial, LLC20,207$355K0.16%-3,93013F-HRTimeline
E&G Advisors, LLC19,905$350K0.1%013F-HRTimeline
Capital Investment Advisors, LLC19,837$349K0.01%+2,05313F-HRTimeline
Sovran Advisors, LLC19,943$344K0.04%-20,21013F-HRTimeline
Tanager Wealth Management LLP19,316$340K0.04%+4,37713F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV19,302$340K0.03%+3,71413F-HRTimeline
Quartz Partners, LLC19,080$336K0.2%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC18,927$333K0.01%new13F-HRTimeline
RPg Family Wealth Advisory, LLC18,554$326K0.09%-1,37313F-HRTimeline
Realta Investment Advisors18,258$321K0.15%+86413F-HRTimeline
1776 Wealth LLC18,250$321K0.15%013F-HRTimeline
SHUFRO ROSE & CO LLC18,200$320K0.03%+5,00013F-HRTimeline
CWA Asset Management Group, LLC18,040$317K0.02%-1,85013F-HRTimeline
Arkadios Wealth Advisors17,918$315K0.01%-20713F-HRTimeline
Delta Financial Group, Inc.17,500$312K0.07%013F-HRTimeline
Acorn Wealth Advisors, LLC17,602$310K0.13%+2413F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC17,418$306K0.04%-21313F-HRTimeline
HRT FINANCIAL LP17,283$304K<0.01%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.16,967$298K<0.01%+5,59913F-HRTimelineGroup
First Heartland Consultants, Inc.16,802$296K0.03%-16,81913F-HRTimeline
Investmark Advisory Group LLC16,789$295K0.15%+17013F-HRTimeline
Prime Capital Investment Advisors, LLC16,670$293K<0.01%+7713F-HRTimeline
GRIES FINANCIAL LLC16,636$293K0.06%-14,34113F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC16,086$283K0.02%+29413F-HRTimeline
Apriem Advisors16,000$281K0.03%-6,68013F-HRTimeline
Cresset Asset Management, LLC15,824$278K<0.01%+7313F-HRTimeline
Proactive Wealth Strategies LLC15,745$277K0.15%+21413F-HRTimeline
Hudson Capital Management LLC15,676$276K0.08%+1,57913F-HRTimeline
Diversified Enterprises, LLC15,603$274K0.02%-39013F-HRTimeline
Helium Advisors LLC15,362$270K0.2%+21713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…15,060$265K<0.01%-7,56013F-HRTimelineGroup
STABLEFORD CAPITAL II LLC15,300$264K0.11%013F-HRTimeline
Merkkuri Wealth Advisors LLC14,867$262K0.22%+21113F-HRTimeline
Orion Porfolio Solutions, LLC14,867$262K<0.01%new13F-HRTimeline
Orion Portfolio Solutions, LLC14,867$262K<0.01%new13F-HR/ATimeline
VISTA INVESTMENT MANAGEMENT14,840$261K0.1%013F-HRTimeline
Sound View Wealth Advisors Group, LLC14,732$259K0.02%+3113F-HRTimeline
Nilsine Partners, LLC14,485$255K0.03%-20013F-HRTimeline
McElhenny Sheffield Capital Management,…14,385$253K0.09%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.14,329$252K0.02%-4,68813F-HRTimeline
Oak Harvest Investment Services14,277$251K0.04%+313F-HRTimeline
DeDora Capital, Inc.14,129$249K0.07%013F-HRTimeline
WHITTIER TRUST CO13,910$245K<0.01%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC13,906$245K0.01%-9,91613F-HRTimelineGroup
Waterloo Capital, L.P.13,875$244K0.02%-37113F-HRTimeline
Principle Wealth Partners LLC13,600$239K0.02%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …13,508$238K0.01%+1,43013F-HRTimelineGroup
Perigon Wealth Management, LLC13,273$233K0.01%+90913F-HRTimeline
TFG Advisers LLC13,138$231K0.08%+1,20813F-HRTimeline
Security National Bank13,117$231K0.04%013F-HRTimeline
Measured Wealth Private Client Group, L…12,941$228K0.07%-2,25513F-HRTimeline
EVERPAR ADVISORS LLC12,801$225K0.12%-2,02013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management12,534$220K0.01%+1,08413F-HRTimelineGroup
Sand Hill Global Advisors, LLC12,379$218K0.01%new13F-HRTimeline
Financial Advocates Investment Manageme…12,345$217K0.02%+31513F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …12,368$215K0.02%+4013F-HRTimelineGroup
City Center Advisors, LLC12,114$213K0.25%-81213F-HRTimeline
Advanced Asset Management Advisors Inc12,000$211K0.06%013F-HRTimeline
Certified Advisory Corp11,917$210K0.02%-19413F-HRTimeline
Belpointe Asset Management LLC11,865$209K0.01%-8,23813F-HRTimeline
Novak & Powell Financial Services, Inc.11,731$206K0.13%-45013F-HRTimeline
Keystone Financial Group11,712$206K0.02%-15913F-HRTimeline
HFG Advisors, Inc.11,672$205K0.18%013F-HRTimeline
Farther Finance Advisors, LLC11,603$204K0.01%+2,96413F-HRTimeline
INTEGRITY ALLIANCE, LLC.11,566$203K0.01%new13F-HRTimeline
CHIRON CAPITAL MANAGEMENT, LLC11,400$201K0.18%+20013F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC11,282$198K0.23%013F-HRTimeline
World Investment Advisors11,075$195K0.01%new13F-HRTimeline
COZAD ASSET MANAGEMENT INC10,946$193K0.02%-80913F-HRTimeline
Owen LaRue, LLC10,909$192K0.1%-1,21313F-HRTimeline
Key Client Fiduciary Advisors, LLC10,813$190K0.09%new13F-HRTimeline
MATHER GROUP, LLC.10,577$186K<0.01%013F-HRTimeline
Strategic Financial Partners, Ltd.10,534$185K0.1%+513F-HRTimeline
Legacy Edge Advisors, LLC10,376$183K0.03%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP10,356$182K<0.01%new13F-HRTimelineGroup
MBE Wealth Management, LLC10,352$182K0.09%-1,35713F-HRTimeline
Claro Advisors Inc.10,284$181K0.02%-2,91613F-HRTimeline
EVOKE WEALTH, LLC10,188$179K<0.01%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC10,135$178K<0.01%new13F-HRTimelineGroup
CHOREO, LLC10,133$178K<0.01%+7413F-HRTimeline
EPG Wealth Management LLC10,124$178K0.05%-9,29613F-HRTimeline
Blue Zone Wealth Advisors, LLC10,110$178K0.05%-45413F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC10,027$176K0.02%-76913F-HRTimeline
Mendota Financial Group, LLC8,814$155K0.17%+1,51313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC7,741$136K<0.01%new13F-HRTimeline
Smithfield Trust Co7,400$130K0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC7,341$129K0.06%new13F-HRTimeline
Creekmur Asset Management LLC6,851$121K0.03%013F-HRTimeline
GPS Wealth Strategies Group, LLC6,072$107K0.01%+3,99013F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC5,749$101K0.06%+13613F-HRTimeline
AdvisorNet Financial, Inc5,640$99.2K0.01%-8013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.5,619$98.8K0.05%-24513F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…5,465$96.2K0.02%+1,61613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC5,359$94K<0.01%+5,32013F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC5,164$90.8K0.07%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC4,485$79K<0.01%new13F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.4,435$78K0.01%-5313F-HRTimelineGroup
Mattson Financial Services, LLC4,315$75.9K0.02%+56213F-HRTimeline
Synergy Investment Management, LLC4,156$73.1K0.03%+1413F-HRTimeline
Investors Research Corp3,731$65.6K0.01%013F-HRTimeline
CoreCap Advisors, LLC3,463$60.9K<0.01%013F-HRTimeline
UMB Bank, n.a.3,395$59.7K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
S&T Bank/PA3,389$59.6K0.02%013F-HRTimeline
Rosenberg Matthew Hamilton3,143$55.3K0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.52,474$52.5K0.01%new13F-HRTimeline
Capital Advisors, Ltd. LLC2,959$52K0.01%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC2,923$51.4K0.02%-94013F-HRTimeline
Front Row Advisors LLC2,900$51K0.02%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC2,759$48.5K0.03%013F-HRTimeline
Larson Financial Group LLC2,724$47.9K<0.01%+1813F-HRTimeline
ORG Partners LLC2,651$46.7K0.01%013F-HRTimeline
Hexagon Capital Partners LLC2,129$37.4K0.01%013F-HRTimeline
Lindbrook Capital, LLC2,000$35.2K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.1,973$34.7K0.01%013F-HRTimeline
Promus Capital, LLC1,963$34.5K0.03%013F-HR/ATimeline
Sunbelt Securities, Inc.1,778$31.3K<0.01%+713F-HRTimeline
Raleigh Capital Management Inc.1,705$30K0.01%+2413F-HRTimeline