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Disclosery

FPE FIRST TR EXCH TRADED FD III

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PFD SECS INC ETF (fund)

442 managers (448 13F filers) reported a position in FPE shares at 2024-12-31, 209,963,423 shares in all. 45 filers opened a position and 36 filers sold out during the quarter.

Managers
442
13F filers
448
New
45
Added
187
Reduced
125
Sold out
36
Shares held by filers
209,963,423

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Ameliora Wealth Management Ltd.1,431$25.3K0.01%013F-HRTimeline
CENTRAL TRUST Co1,312$23.2K<0.01%013F-HRTimeline
Park Square Financial Group, LLC1,298$23K0.02%13F-HRTimeline
First Horizon Advisors, Inc.1,291$22.9K<0.01%+1813F-HRTimeline
GHP Investment Advisors, Inc.1,250$22.1K<0.01%new13F-HRTimeline
Evelyn Partners Investment Management L…in group Evelyn Partners Group Ltd1,250$22.1K<0.01%13F-HRTimelineGroup
Piscataqua Savings Bank1,200$21.2K0.02%013F-HRTimeline
IMG Wealth Management, Inc.1,179$20.9K0.02%13F-HRTimeline
Blue Trust, Inc.1,173$20.8K<0.01%new13F-HR/ATimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,165$20.6K<0.01%013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,065$18.9K<0.01%013F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC969$17.2K<0.01%013F-HRTimeline
Beacon Capital Management, LLC938$16.6K<0.01%013F-HRTimeline
Main Street Group, LTD850$15K0.01%013F-HRTimeline
HM PAYSON & CO812$14.4K<0.01%new13F-HRTimeline
Morton Brown Family Wealth, LLC700$12.4K<0.01%013F-HRTimeline
AlphaMark Advisors, LLC700$12K0.01%new13F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC628$11K0.01%013F-HRTimeline
Fairway Wealth LLC600$10.6K<0.01%new13F-HRTimeline
Sandy Spring Bank559$9.89K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.529$9.41K<0.01%13F-HRTimeline
AllSquare Wealth Management LLC492$8.71K0.01%013F-HRTimeline
Washington Trust Advisors, Inc.487$8.62K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.380$6.73K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.379$6.71K0.01%13F-HRTimeline
VISION FINANCIAL MARKETS LLC304$5.38K0.01%13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC300$5.31K<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors299$5.29K<0.01%013F-HRTimelineGroup
FIRST UNITED BANK & TRUST220$3.89K<0.01%013F-HRTimeline
FLP Wealth Management, LLC220$3.89K0.01%13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…181$3.2K<0.01%new13F-HRTimelineGroup
Caitlin John, LLC165$2.92K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC125$2.22K<0.01%013F-HRTimeline
OARSMAN CAPITAL, INC.106$1.88K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.94$1.67K0.15%-98,03213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC39$1K<0.01%013F-HRTimelineGroup
SBI Securities Co., Ltd.45$797<0.01%13F-HRTimeline
FMR LLCin group FMR LLC28$496<0.01%+2413F-HRTimelineGroup
Capital A Wealth Management, LLC5$89<0.01%13F-HRTimeline
Peterson Wealth Services3$45<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Activest Wealth Management0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.