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Disclosery

FPE FIRST TR EXCH TRADED FD III

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PFD SECS INC ETF (fund)

459 managers (465 13F filers) reported a position in FPE shares at 2026-03-31, 240,053,407 shares in all. 52 filers opened a position and 47 filers sold out during the quarter.

Managers
459
13F filers
465
New
52
Added
192
Reduced
147
Sold out
47
Shares held by filers
240,053,407

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
COLUMBIA ADVISORY PARTNERS LLC50,131$890K0.57%-3,35613F-HRTimeline
Meridian Financial Partners LLC49,608$885K0.34%+1,04913F-HRTimeline
Tanager Wealth Management LLP48,804$866K0.08%-2,35813F-HRTimeline
RED CEDAR INVESTMENT MANAGEMENT, LLC48,657$864K0.09%013F-HRTimeline
SeaCrest Wealth Management, LLC48,071$853K0.09%-2513F-HRTimeline
Farther Finance Advisors, LLC47,819$852K0.01%-6,76913F-HRTimeline
Boyce & Associates Wealth Consulting, I…47,762$848K0.64%+8,13113F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…47,240$839K0.03%+3,77713F-HRTimelineGroup
Beacon Financial Advisory LLC47,183$838K0.19%new13F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…46,662$828K0.02%-26113F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.45,419$806K0.04%-52,01113F-HRTimelineGroup
AlphaCore Capital LLC44,465$789K0.02%-1,00013F-HRTimeline
Accel Wealth Management44,340$787K0.21%-62013F-HRTimeline
Wiser Advisor Group LLC43,652$775K0.94%-1,95413F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …42,308$751K0.01%+49613F-HRTimelineGroup
WINEBRENNER CAPITAL MANAGEMENT LLC42,296$751K0.48%new13F-HRTimeline
CHOREO, LLC41,453$736K0.01%-2,57413F-HRTimeline
Gateway Wealth Partners, LLC41,238$732K0.03%+22,12413F-HRTimeline
Oder Investment Management, LLC40,658$722K0.55%+1,36513F-HRTimeline
WEDBUSH SECURITIES INC40,340$716K0.02%+5,14713F-HRTimeline
Freedom Financial Partners LLC40,165$713K0.25%+94613F-HRTimeline
Ballew Advisors, Inc39,405$711K0.4%+1,93013F-HRTimeline
Creekside Partners39,148$695K0.29%-37113F-HRTimeline
Mutual Advisors, LLC39,091$694K0.01%+3,65413F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC38,902$691K0.05%-40113F-HRTimelineGroup
Maia Wealth LLC38,900$690K0.12%-2,38313F-HRTimeline
Altus Wealth Group LLC38,827$689K0.28%-2,28213F-HRTimeline
MJP ASSOCIATES INC /ADV38,702$687K0.08%-60113F-HRTimeline
Berger Financial Group, Inc38,567$685K0.04%-60713F-HRTimeline
B. Riley Wealth Advisors, Inc.37,669$664K0.04%+2,55513F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC37,032$657K0.1%+31513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV36,446$647K0.04%-79613F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.36,298$644K0.2%-3,47213F-HRTimeline
Brookwood Investment Group LLC35,892$637K0.08%-1,10413F-HRTimeline
Composition Wealth, LLC35,261$626K0.01%-14,83713F-HRTimeline
TI-TRUST, INC34,756$617K0.37%-4213F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC34,109$605K0.29%013F-HRTimeline
Opulen Financial Group LLC33,848$601K0.42%+44413F-HRTimeline
Center for Wealth Management Advisory31,756$564K0.41%+7,90413F-HRTimeline
LVZ, Inc.31,534$560K0.06%+2,00813F-HRTimeline
1834 INVESTMENT ADVISORS CO31,078$552K0.07%013F-HRTimeline
Medallion Wealth Advisors, LLC31,016$551K0.18%-1,44713F-HRTimeline
SIMON QUICK ADVISORS, LLC30,636$544K0.02%new13F-HRTimeline
Certified Advisory Corp30,516$542K0.05%+22913F-HRTimeline
Ausdal Financial Partners, Inc.30,429$540K0.02%+72613F-HRTimeline
Principle Wealth Partners LLC28,400$504K0.03%013F-HRTimeline
American Institute for Advanced Investm…28,350$503K0.33%+1,37513F-HRTimeline
PURSUIT WEALTH STRATEGIES, LLC28,025$497K0.69%+32213F-HRTimeline
World Investment Advisors27,996$497K0.01%-89413F-HRTimeline
Proactive Wealth Strategies LLC27,698$492K0.09%+13,43413F-HRTimeline
MANCHESTER FINANCIAL INC27,600$490K0.09%013F-HRTimeline
Shulman DeMeo Asset Management LLC27,291$484K0.1%+5,44213F-HRTimeline
Tudor Financial Inc.26,435$469K0.24%+72413F-HR/ATimeline
CWA Asset Management Group, LLC26,401$469K0.02%+8,61613F-HRTimeline
Aurora Private Wealth, Inc.25,075$457K0.33%-13,26013F-HRTimeline
Vermillion Wealth Management, Inc.24,986$444K0.18%-73213F-HRTimeline
Cooper Financial Group24,757$439K0.04%-11,47213F-HRTimeline
QP WEALTH MANAGEMENT, LLC24,753$439K0.75%-2,24813F-HRTimeline
Robertson Stephens Wealth Management, L…24,573$436K0.01%-30,60213F-HRTimeline
Morey & Quinn Wealth Partners, LLC24,546$436K0.31%-29713F-HRTimeline
PINNACLE ASSOCIATES LTD24,505$435K0.01%013F-HRTimeline
Prospect Financial Services LLC24,310$431K0.26%-2,61413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management24,276$431K0.01%+2,61813F-HRTimelineGroup
IFS Group,LLC24,036$427K0.38%13F-HRTimeline
Coastwise Capital Group, LLC23,699$421K0.23%+3913F-HRTimeline
CENTAURUS FINANCIAL, INC.23,461$416K0.02%+3,70913F-HRTimeline
Cyndeo Wealth Partners, LLC23,311$414K0.02%+1,33313F-HRTimeline
WCG Wealth Advisors LLC23,036$409K0.01%-1,47613F-HRTimeline
Quantinno Capital Management LP22,985$408K<0.01%013F-HRTimeline
First Financial Group Corp22,485$399K0.33%-2,70013F-HRTimeline
TRUE Private Wealth Advisors22,387$397K0.04%+24013F-HRTimeline
Focus Financial Network, Inc.22,330$396K0.01%-3,31213F-HRTimeline
Capital Investment Advisors, LLC21,992$390K0.01%+1,32213F-HR/ATimeline
Belpointe Asset Management LLC21,974$390K0.01%-15,08213F-HRTimeline
Tortuga Wealth Management, Inc21,938$389K0.36%-1,52813F-HRTimeline
Park Edge Advisors, LLC21,883$388K0.09%+24413F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.21,590$383K0.06%013F-HRTimeline
NewEdge Wealth, LLC21,419$380K<0.01%-4,99813F-HRTimeline
Leo Wealth, LLC21,353$379K0.03%new13F-HRTimeline
OMNI 360 Wealth, Inc.21,000$373K0.19%013F-HRTimeline
Keystone Financial Group20,934$372K0.03%+5,62213F-HRTimeline
Foundations Investment Advisors, LLC20,706$368K<0.01%+1,64813F-HRTimeline
Quantum Private Wealth, LLC20,602$366K0.11%-1,40613F-HRTimeline
SteelPeak Wealth, LLC20,387$362K0.01%-7,37213F-HRTimeline
INTEGRITY ALLIANCE, LLC.20,168$358K0.01%-60,42913F-HRTimeline
Topsail Wealth Management, LLC19,756$351K0.05%-45013F-HRTimeline
Realta Investment Advisors19,593$348K0.12%+1,65613F-HRTimeline
Clear Creek Financial Management, LLC19,511$346K0.03%+5,76613F-HRTimeline
Sequoia Financial Advisors, LLC19,448$345K<0.01%-75813F-HRTimeline
Summit Wealth Partners, LLC19,207$341K0.05%-2,32313F-HRTimeline
E&G Advisors, LLC19,168$340K0.08%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC19,148$340K<0.01%+1,00713F-HRTimelineGroup
Pinnacle Wealth Management Advisory Gro…18,855$335K0.02%013F-HRTimeline
Cornerstone Wealth Management, LLC18,630$331K0.02%+3613F-HRTimeline
BAM Wealth Management, LLC18,277$324K0.24%+66113F-HRTimeline
Balboa Wealth Partners18,161$322K0.05%+5,19513F-HRTimeline
GeoWealth Management, LLC18,089$321K0.01%new13F-HRTimeline
SHUFRO ROSE & CO LLC17,700$314K0.02%013F-HRTimeline
Vines Capital Management, LLC17,292$307K0.3%-1,14213F-HRTimeline
Everest Financial Group LLC17,100$304K0.05%new13F-HRTimeline
Investmark Advisory Group LLC17,074$303K0.13%+6913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…16,787$298K<0.01%new13F-HRTimelineGroup
Hilton Head Capital Partners, LLC16,693$296K0.17%-5713F-HRTimeline
Cornell Pochily Investment Advisors, In…16,380$291K0.09%-4,26713F-HRTimeline
Fisher Asset Management, LLC16,376$291K<0.01%new13F-HRTimeline
Atlas Private Wealth Advisors16,317$290K0.07%new13F-HRTimeline
Quartz Partners, LLC16,094$286K0.11%013F-HRTimeline
Helium Advisors LLC16,092$286K0.27%+48913F-HRTimeline
Diversified Enterprises, LLC16,078$285K0.02%013F-HRTimeline
Strathmore Capital Advisors, Inc.15,730$285K0.08%+4513F-HRTimeline
Savvy Advisors, Inc.16,015$284K0.01%-41913F-HRTimeline
Perigon Wealth Management, LLC15,596$277K0.01%-5,39513F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS15,522$276K<0.01%-12513F-HRTimelineGroup
BIP Wealth, LLC15,506$275K0.01%013F-HRTimeline
RPg Family Wealth Advisory, LLC15,470$275K0.06%-14613F-HRTimeline
HighPoint Advisor Group LLC15,391$273K0.01%+1313F-HRTimeline
VISTA INVESTMENT MANAGEMENT15,300$272K0.09%+10013F-HRTimeline
STABLEFORD CAPITAL II LLC15,300$272K0.1%013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC15,233$270K0.03%+7213F-HRTimeline
Integris Wealth Management, LLC15,000$266K0.06%013F-HRTimeline
Risk Paradigm Group, LLC14,790$263K0.22%-14613F-HRTimeline
Garden State Investment Advisory Servic…14,693$261K0.06%013F-HRTimeline
Total Clarity Wealth Management, Inc.14,621$260K0.06%new13F-HRTimeline
Acorn Wealth Advisors, LLC14,526$258K0.08%-613F-HRTimeline
Key Client Fiduciary Advisors, LLC14,353$255K0.09%-1,94713F-HRTimeline
Intellectus Partners, LLC14,228$253K0.05%013F-HRTimeline
Stonebridge Financial Planning Group, L…14,213$252K0.09%013F-HRTimeline
Waterloo Capital, L.P.14,110$250K0.02%+9313F-HRTimeline
Capital Square, LLC13,794$250K0.12%+1,97713F-HRTimeline
Wagner Wealth Management, Corp14,010$249K0.22%+11913F-HRTimeline
WHITTIER TRUST CO13,910$248K<0.01%013F-HRTimeline
Keebeck Wealth Management13,700$243K0.03%013F-HRTimeline
Prime Capital Investment Advisors, LLC13,656$242K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…13,510$240K<0.01%+1,12313F-HRTimelineGroup
SEAVIEW INVESTMENT MANAGERS LLC13,397$238K0.09%new13F-HRTimeline
Hudson Capital Management LLC13,344$237K0.06%-10813F-HRTimeline
SAX WEALTH ADVISORS, LLC12,652$231K0.01%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…12,951$230K<0.01%new13F-HRTimelineGroup
Aspen Wealth Strategies, LLC12,777$227K0.12%+13413F-HRTimeline
1776 Wealth LLC12,694$225K0.09%-55613F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC12,633$224K0.01%013F-HRTimeline
COZAD ASSET MANAGEMENT INC12,490$222K0.02%+4713F-HRTimeline
Legacy Edge Advisors, LLC12,443$221K0.02%new13F-HRTimeline
Concentrum Wealth Management12,208$217K0.06%013F-HRTimeline
Huntleigh Advisors, Inc.12,139$215K0.04%+21913F-HRTimeline
Sound View Wealth Advisors Group, LLC12,055$214K0.01%+3313F-HRTimeline
Advanced Asset Management Advisors Inc12,000$213K0.06%013F-HRTimeline
Strategic Financial Partners, Ltd.11,716$208K0.09%+2013F-HRTimeline
Novak & Powell Financial Services, Inc.11,677$207K0.11%+39613F-HRTimeline
HFG Advisors, Inc.11,672$207K0.15%013F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC11,670$207K<0.01%new13F-HRTimeline
Endowment Wealth Management, Inc.11,568$205K0.09%+40013F-HRTimeline
Blue Zone Wealth Advisors, LLC11,475$204K0.04%+29313F-HRTimeline
Xcelsior Advisor Partners LLC11,453$203K0.08%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp11,438$203K<0.01%-7,76413F-HRTimelineGroup
SUMMIT WEALTH GROUP LLC / CO11,394$202K0.02%-69713F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC11,331$201K0.21%013F-HRTimeline
Oak Harvest Investment Services11,084$197K0.02%013F-HRTimeline
Cascade Financial Partners, LLC11,065$196K0.02%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …11,062$196K<0.01%-25013F-HRTimelineGroup
ASL Financial, LLC11,000$195K0.16%013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC10,788$195K0.01%-2,11213F-HR/ATimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.10,890$193K0.02%new13F-HRTimelineGroup
Cresset Asset Management, LLC10,685$190K<0.01%-1,11913F-HRTimeline
Owen LaRue, LLC10,653$189K0.07%+6713F-HRTimeline
DeDora Capital, Inc.10,588$188K0.05%013F-HRTimeline
MATHER GROUP, LLC.10,577$188K<0.01%013F-HRTimeline
Meridian Wealth Advisors, LLC10,511$187K0.02%+14513F-HRTimeline
U.S. Capital Wealth Advisors, LLC10,502$186K<0.01%new13F-HRTimeline
Encompass More Asset Management10,459$186K0.03%-27913F-HRTimeline
EVOKE WEALTH, LLC10,188$181K<0.01%013F-HRTimeline
MBE Wealth Management, LLC10,073$179K0.07%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC10,013$178K0.01%new13F-HRTimeline
Security National Bank9,995$177K0.03%+53713F-HRTimeline
HAZLETT, BURT & WATSON, INC.8,487$155K0.05%-60013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.7,579$135K0.05%+86013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC7,527$134K0.05%+4513F-HRTimeline
Measured Wealth Private Client Group, L…7,515$133K0.04%-1,94213F-HRTimeline
Sunbelt Securities, Inc.6,045$107K0.01%+6613F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/5,722$102K<0.01%013F-HRTimelineGroup
Merkkuri Wealth Advisors LLC5,170$91.8K0.06%new13F-HRTimeline
True Wealth Design, LLC5,112$90.7K0.03%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC5,012$89K<0.01%013F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp5,000$88.8K<0.01%new13F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC4,916$87.3K0.05%-10813F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO4,195$74.5K<0.01%+2,06913F-HRTimelineGroup
Dunhill Financial, LLC3,714$65.9K0.02%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.3,705$65.8K<0.01%+3,68713F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC3,444$61.4K<0.01%new13F-HRTimeline
UMB Bank, n.a.3,395$60.3K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
S&T Bank/PA3,389$60.2K0.02%013F-HRTimeline
Arkos Global Advisors3,400$60K0.01%new13F-HRTimeline
Rosenberg Matthew Hamilton3,143$55.8K0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.54,042$54K0.01%013F-HRTimeline
Rossby Financial, LCC2,803$49.9K0.01%-313F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC2,759$49K0.02%013F-HRTimeline
Lloyd Advisory Services, LLC.2,686$47.7K0.01%new13F-HRTimeline
Kingdom Financial Group LLC.2,686$47.7K0.01%new13F-HRTimeline
Front Row Advisors LLC2,500$44.4K0.02%013F-HRTimeline
Gunpowder Capital Management, LLC dba O…2,470$43.8K0.03%013F-HRTimeline