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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
CoreCap Advisors, LLC2,460$43.7K<0.01%-35513F-HRTimeline
Investors Research Corp2,431$43.1K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,275$40.4K<0.01%-11,28113F-HRTimelineGroup
Capital Advisors, Ltd. LLC1,923$34K<0.01%-53213F-HRTimeline
NFSG Corp1,861$33K0.01%-4,00613F-HRTimeline
DHJJ Financial Advisors, Ltd.1,732$30.7K0.01%013F-HRTimeline
Raleigh Capital Management Inc.1,687$30K0.01%-82013F-HRTimeline
Clearstead Advisors, LLC1,667$29.6K<0.01%new13F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…1,651$29.3K<0.01%new13F-HRTimelineGroup
Truvestments Capital LLC1,531$27.2K<0.01%new13F-HRTimeline
Larson Financial Group LLC1,500$26.6K<0.01%-1,37313F-HRTimeline
Keating Financial Advisory Services, In…1,458$25.9K<0.01%-15,22013F-HRTimeline
Ameliora Wealth Management Ltd.1,431$25.4K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,402$24.9K<0.01%+33713F-HR/ATimelineGroup
CX Institutional1,369$24K<0.01%+1913F-HRTimeline
Smithfield Trust Co1,303$23K<0.01%013F-HRTimeline
Evelyn Partners Investment Management L…in group Evelyn Partners Group Ltd1,250$22.2K<0.01%013F-HRTimelineGroup
Piscataqua Savings Bank1,200$21.3K0.01%013F-HRTimeline
FIRST HORIZON CORP1,079$19.2K<0.01%013F-HRTimeline
Community Financial Services Group, LLC1,000$17.8K<0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC969$17.2K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.960$17K0.01%-7213F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…877$15.6K<0.01%new13F-HRTimelineGroup
Main Street Group, LTD850$15.1K<0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.850$15.1K<0.01%new13F-HRTimelineGroup
Smallwood Wealth Investment Management,…824$14.6K0.01%new13F-HRTimeline
Prestige Wealth Management Group LLC800$14.2K<0.01%013F-HRTimeline
MidFirst Bank730$13K<0.01%+32913F-HRTimeline
Global Wealth Strategies & Associates696$12.4K<0.01%+1013F-HRTimeline
JFS WEALTH ADVISORS, LLC659$11.7K<0.01%+713F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC628$11K0.01%013F-HRTimeline
Key Capital Management, INC572$10.2K0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…519$9.22K<0.01%013F-HRTimeline
Washington Trust Advisors, Inc.487$8.64K<0.01%013F-HRTimeline
Synergy Investment Management, LLC478$8.49K<0.01%new13F-HRTimeline
Imprint Wealth LLC425$7.54K0.03%013F-HRTimeline
KELLEHER FINANCIAL ADVISORS414$7.35K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.380$6.75K<0.01%013F-HRTimeline
VISION FINANCIAL MARKETS LLC327$5.8K0.01%+413F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors299$5.27K<0.01%013F-HRTimelineGroup
BALLAST ADVISORS LLC287$5.09K<0.01%new13F-HR/ATimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …264$4.69K<0.01%-1,00313F-HRTimelineGroup
FIRST UNITED BANK & TRUST220$3.9K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.216$3.83K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC193$3.43K<0.01%new13F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…172$3.05K<0.01%+11013F-HRTimelineGroup
Caitlin John, LLC165$2.93K<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …156$2.77K<0.01%-47313F-HRTimelineGroup
Benson Wealth Management INC133$2.36K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC119$2.11K<0.01%+213F-HRTimeline
SBI Securities Co., Ltd.109$1.94K<0.01%-713F-HRTimeline
BAYBAN105$1.86K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.93$1.65K<0.01%013F-HRTimeline
Elevated Capital Advisors, LLC55$976<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.49$870<0.01%-30213F-HRTimeline
SIGNATUREFD, LLC32$568<0.01%013F-HRTimeline
Smartleaf Asset Management LLC31$554<0.01%-14513F-HRTimeline
PMV Capital Advisers, LLC11$195<0.01%new13F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…3,923,229$221K+3,708,09813F-HRTimelineGroupValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.