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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
MORGAN STANLEYin group MORGAN STANLEY52,758,707$936M0.06%-492,39813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA19,554,291$347M0.07%-3,976,24613F-HRTimelineGroup
LPL Financial LLC17,837,734$317M0.08%+1,016,91013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN17,020,549$302M0.06%+1,089,84313F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC10,202,985$181M0.06%+675,57913F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding9,354,285$166M-212,582Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/8,652,282$154M0.01%+446,58513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC5,026,933$89.2M0.02%+362,18113F-HR/ATimelineGroup
HighTower Advisors, LLC3,461,437$61.4M0.07%+160,74213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding3,085,386$54.8M+141,603Timeline
Cetera Investment Advisers2,964,486$52.6M0.06%+383,26113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,549,420$45.3M-41,189Timeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,353,154$41.8M0.04%+96,37613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,240,777$39.8M0.06%+100,62513F-HRTimelineGroup
Advisory Alpha, LLC2,147,548$38.1M1.04%-5,70313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,036,908$36.2M0.06%-174,51813F-HRTimelineGroup
MAI Capital Management1,997,960$35.5M0.2%+129,82913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,962,134$34.8M0.05%+190,50613F-HRTimelineGroup
Magnus Financial Group LLC1,885,667$33.5M2.72%+104,03213F-HRTimeline
PARK NATIONAL CORP /OH/1,866,242$33.1M1.01%+85,82113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC1,789,032$31.8M0.03%new13F-HRTimelineGroup
Prospera Financial Services Inc1,516,744$26.9M0.43%-24,71813F-HRTimeline
Falcon Wealth Planning1,514,417$26.9M1.83%+152,67513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,504,232$26.7M0.04%+327,92313F-HRTimelineGroup
AFFINITY WEALTH MANAGEMENT LLC1,487,952$26.4M4%+18,40413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,368,205$24.3M0.03%-10,38613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,317,537$23.4M0.01%+122,79913F-HRTimelineGroup
COUNTRY TRUST BANK1,306,235$23.2M0.44%-93,17413F-HRTimeline
Empirical Financial Services, LLC d.b.a…1,239,522$22M0.38%+51,66413F-HRTimeline
Cambridge Investment Research Advisors,…1,205,823$21.4M0.06%+30,20813F-HRTimeline
Janney Montgomery Scott LLC1,155,368$20.5M0.05%-1,21413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,125,791$20M0.01%+97,01113F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,024,249$18.2M0.09%+41,47713F-HRTimeline
HCR Wealth Advisors999,249$17.7M1.84%+1,07713F-HRTimeline
Ashton Thomas Private Wealth, LLC924,872$16.4M0.39%+174,88613F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding918,364$16.3M+482,871Timeline
Arax Advisory Partners868,355$15.4M0.44%-1,268,36213F-HRTimeline
Kinloch Capital, LLC859,253$15.3M6.22%-143,80113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO852,103$15M<0.01%-7,01513F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC835,276$14.8M0.02%-11,57713F-HRTimelineGroup
Waverly Advisors, LLC804,883$14.3M0.11%+27,95713F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding804,873$14.3M+55,351Timeline
Avidian Wealth Enterprises, LLC784,275$13.9M0.44%+27,52313F-HRTimeline
&PARTNERS744,790$13.2M0.07%+76,05513F-HRTimeline
INTEGRITY WEALTH ADVISORS, INC.695,005$12.3M7.41%+30,13913F-HRTimeline
Parkside Investments, LLC674,877$12M1.46%new13F-HRTimeline
Twelve Points Wealth Management LLC668,860$11.9M2.61%+98,16513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP650,615$11.4M0.01%+108,67013F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.625,425$11.3M0.07%+248,85513F-HRTimelineGroup
Curran Financial Partners, LLC635,777$11.3M2.02%+59,92213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/632,533$11.2M<0.01%+6,75513F-HRTimelineGroup
Trinity Legacy Partners, LLC591,245$10.7M2.32%+27,54813F-HRTimeline
Csenge Advisory Group595,825$10.6M0.48%-62,27513F-HRTimeline
Summit Financial, LLC578,594$10.3M0.13%-93913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…559,861$9.94M0.11%+415,07113F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV556,769$9.88M0.01%+404,45013F-HRTimeline
MML INVESTORS SERVICES, LLC554,079$9.83M0.03%-7,16513F-HRTimeline
Quad-Cities Investment Group, LLC536,184$9.52M3.79%+31,23813F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC529,304$9.4M0.45%-510,91113F-HRTimeline
Seros Financial, LLC518,453$9.2M5.86%+9,75013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\497,762$8.84M0.01%+143,00713F-HRTimelineGroup
Glassy Mountain Advisors, Inc.494,765$8.78M2.73%+30,19513F-HRTimeline
Chicago Partners Investment Group LLC472,233$8.56M0.19%+7,34913F-HRTimeline
Midwest Heritage Bank, FSB475,098$8.43M2.71%+80,94313F-HRTimeline
Prasad Wealth Partners, LLC467,297$8.29M2.26%+18,00813F-HRTimeline
Newman Dignan & Sheerar, Inc.459,787$8.16M1.72%+10,25713F-HRTimeline
Independent Advisor Alliance454,311$8.06M0.09%new13F-HRTimeline
Gladstone Institutional Advisory LLC451,344$8.01M0.3%+67,24813F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …435,544$7.73M0.09%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.428,583$7.61M0.12%+8,85613F-HRTimeline
Atria Investments, Inc428,082$7.6M0.09%-32,58113F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC424,145$7.53M0.12%+4,74813F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.420,292$7.46M0.08%-7,16713F-HRTimelineGroup
PFS Partners, LLC406,889$7.22M3.31%+12,25413F-HRTimeline
Glass Jacobson Investment Advisors llc403,225$7.16M2.47%+78413F-HRTimeline
Mainsail Financial Group, LLC400,852$7.12M2.96%+263,32113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…391,211$6.94M0.09%+47,77613F-HRTimelineGroup
Marion Wealth Management377,767$6.71M1.49%+17,19213F-HRTimeline
MGO ONE SEVEN LLC369,930$6.57M0.13%+25,41813F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.353,732$6.28M0.71%-6,83913F-HRTimeline
Ironwood Investment Counsel, LLC346,152$6.14M0.89%+99,35913F-HRTimeline
IMA Advisory Services, Inc.340,868$6.05M0.59%+11,09913F-HRTimeline
Vestmark Advisory Solutions, Inc.340,840$6.05M0.07%+133,53213F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP331,053$5.88M<0.01%-17,22613F-HRTimelineGroup
Juno Financial Group LLC323,559$5.74M2.25%+18,35313F-HRTimeline
LARCH CAPITAL PARTNERS LLC314,874$5.59M0.81%+27,76213F-HRTimeline
Traction Financial Partners, LLC312,311$5.54M3.41%-28213F-HRTimeline
Private Advisor Group, LLC305,134$5.42M0.03%-10,41713F-HRTimeline
Family Legacy, Inc.305,096$5.42M1.63%+7,45813F-HRTimeline
Integrated Wealth Concepts LLC303,300$5.38M0.04%+140,50813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC299,448$5.32M0.04%+27,57213F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…297,643$5.31M0.01%-75,64513F-HRTimeline
Uniting Wealth Partners, LLC289,600$5.14M1.09%+15,37013F-HRTimeline
Valmark Advisers, Inc.285,818$5.07M0.06%+10,58113F-HRTimeline
Dakota Wealth Management268,270$4.76M0.1%-48,89413F-HR/ATimeline
TWIN PEAKS WEALTH ADVISORS, LLC265,721$4.72M1.19%-10,98213F-HRTimeline
Sigma Planning Corp260,198$4.62M0.13%+15,82113F-HRTimeline
Kingsview Wealth Management, LLC258,159$4.58M0.06%+13,52513F-HRTimeline
Sound Income Strategies, LLC251,742$4.49M0.22%-12,28613F-HRTimeline
Western Wealth Management, LLC249,857$4.43M0.17%-23,89213F-HR/ATimeline
Aspen Investment Management Inc247,198$4.39M1.34%-75613F-HRTimeline
APPLETON PARTNERS INC/MA235,270$4.18M0.29%+31,34513F-HRTimeline
Snowden Capital Advisors LLC221,071$3.92M0.1%+58,53613F-HRTimeline
Fearless Solutions, LLC dba Best Invest219,396$3.89M2.35%-4,46213F-HRTimeline
Note Advisors, LLC214,241$3.8M1.9%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC213,218$3.78M0.09%+5,89313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management213,045$3.78M0.04%+23,63613F-HRTimelineGroup
D.A. DAVIDSON & CO.206,493$3.67M0.02%+2,68113F-HRTimeline
Private Wealth Asset Management, LLC206,389$3.66M0.39%+124,09913F-HRTimeline
Prosperity Consulting Group, LLC205,044$3.64M0.16%-2,86013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP204,902$3.64M0.4%+61413F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO199,061$3.53M0.05%+31,46013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS197,969$3.51M0.01%+9,10613F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC196,610$3.49M1.26%-19,75113F-HR/ATimelineGroup
United Advisor Group, LLC190,990$3.39M0.42%+7,07813F-HRTimeline
RFG Advisory, LLC184,631$3.28M0.06%+11,55413F-HRTimeline
IHT Wealth Management, LLC183,901$3.26M0.08%+4,73613F-HRTimeline
Econ Financial Services Corp180,142$3.2M1.48%+63,28013F-HRTimeline
ORBA Wealth Advisors, L.L.C.176,798$3.14M3.74%-41,82313F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC175,213$3.11M0.4%+18,09413F-HRTimeline
Private Advisory Group LLC175,173$3.11M0.22%-14313F-HRTimeline
Allworth Financial LP172,796$3.07M0.01%new13F-HRTimeline
Golden State Wealth Management, LLC171,894$3.05M0.33%-6,06813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC169,985$3.02M0.03%+13,45613F-HRTimelineGroup
BARINGS LLCin group BARINGS LLC165,116$2.93M0.05%-9,97413F-HRTimelineGroup
Beacon Pointe Advisors, LLC161,582$2.87M0.02%+38,16913F-HRTimeline
Creative Planningin group Creative Planning157,575$2.8M<0.01%+5,86013F-HRTimelineGroup
Ethos Financial Group, LLC151,554$2.69M0.2%new13F-HRTimeline
Darden Wealth Group Inc150,988$2.68M1.37%-64113F-HRTimeline
CITY HOLDING CO149,652$2.66M0.33%-1,25013F-HRTimeline
Milestones Private Investment Advisors …145,866$2.59M2.28%+4,18713F-HRTimeline
Prostatis Group LLC144,811$2.57M0.66%-2,96013F-HRTimeline
Soltis Investment Advisors LLC138,325$2.46M0.16%+103,33113F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC138,244$2.45M1.08%+1,71113F-HRTimeline
AE Wealth Management LLC131,024$2.33M0.01%-18,53713F-HRTimeline
Capital Investment Advisory Services, L…130,062$2.31M0.17%+1,98813F-HRTimeline
Gallacher Capital Management LLC127,068$2.26M0.87%-5,26613F-HRTimeline
Etesian Wealth Advisors, Inc.127,010$2.25M0.72%-3,22813F-HRTimeline
Ritter Daniher Financial Advisory LLC /…125,638$2.23M0.38%-63913F-HRTimeline
Avantax Planning Partners, Inc.125,137$2.22M0.06%+29,87313F-HRTimeline
APS Management Group, Inc.124,129$2.2M1.89%+3,45513F-HRTimeline
ROI Financial Advisors, LLC121,936$2.16M1.29%+3,07613F-HRTimeline
OneDigital Investment Advisors LLC121,666$2.16M0.02%+3,58113F-HRTimeline
IFP Advisors, Inc117,168$2.08M0.04%-8513F-HRTimeline
Archer Investment Corp115,836$2.06M0.44%-17,34313F-HRTimeline
Strategic Blueprint, LLC115,308$2.05M0.12%+23,23513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…114,709$2.04M0.14%-74,56013F-HRTimeline
Walker Asset Management, LLC111,485$1.98M1.07%-5,75013F-HRTimeline
Kovack Advisors, Inc.107,938$1.92M0.1%+1,04313F-HRTimeline
Patten Group, Inc.107,935$1.92M0.33%-1,27413F-HRTimeline
Perennial Investment Advisors, LLC106,477$1.89M0.15%-2,36513F-HRTimeline
GILL CAPITAL PARTNERS, LLC103,162$1.83M0.53%-8,98613F-HRTimeline
Kingsbury Capital Investment Advisors L…102,681$1.82M1.71%13F-HRTimeline
Scarborough Advisors, LLC100,942$1.79M0.2%new13F-HRTimeline
NewEdge Advisors, LLC99,490$1.77M0.01%-4,27713F-HR/ATimeline
SILVER OAK SECURITIES, INCORPORATED99,426$1.76M0.13%+21,47513F-HRTimeline
WealthBridge Capital Management, LLC99,241$1.76M0.41%+7,30413F-HRTimeline
HUB Investment Partners, LLC98,875$1.76M0.04%new13F-HRTimeline
Moors & Cabot, Inc.95,531$1.7M0.07%-1,11413F-HRTimeline
Geneos Wealth Management Inc.92,359$1.64M0.04%+33,56313F-HRTimeline
NORTHBRIDGE FINANCIAL GROUP, LLC89,007$1.61M0.69%-1,54713F-HRTimeline
Independent Wealth Network Inc.87,627$1.56M0.46%-35,07113F-HRTimeline
Summit Financial Wealth Advisors, LLC86,076$1.53M0.22%+4,95313F-HRTimeline
Dynamic Advisor Solutions LLC85,427$1.52M0.05%+1,12813F-HRTimeline
Harvest Investment Services, LLC85,302$1.51M0.28%-1,57913F-HRTimeline
Parallel Advisors, LLC84,729$1.5M0.03%-1,23113F-HR/ATimeline
PRIVATE TRUST CO NA83,172$1.48M0.13%-1,44113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC80,898$1.44M0.03%-5,29913F-HR/ATimeline
FAS Wealth Partners, Inc.78,263$1.39M0.09%+33313F-HRTimeline
Argyle Capital Partners, LLC71,765$1.27M0.92%+1,84013F-HRTimeline
Proficio Capital Partners LLC69,930$1.24M0.07%+19,07513F-HRTimeline
J.W. COLE ADVISORS, INC.68,839$1.22M0.04%+18,66513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC68,153$1.21M0.02%-36,42913F-HRTimelineGroup
STEINBERGANNA WEALTH MANAGEMENT67,396$1.2M0.57%-2,34113F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.66,082$1.17M0.01%+11113F-HRTimelineGroup
TCFG Investment Advisors, LLCgroup of 2 filers holding65,476$1.16MnewTimeline
Indivisible Partners64,892$1.15M0.1%+28,47813F-HRTimeline
WESBANCO BANK INC64,882$1.15M0.03%+10,03713F-HRTimeline
CWM, LLCin group CWM, LLC64,193$1.14M<0.01%-22,48913F-HRTimelineGroup
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth64,165$1.14M0.01%new13F-HRTimelineGroup
Jaffetilchin Investment Partners, LLC63,321$1.12M0.07%+13013F-HRTimeline
Pine Valley Investments Ltd Liability Co62,995$1.12M0.05%-7713F-HRTimeline
BEACON FINANCIAL GROUP62,145$1.1M0.11%-5,82913F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC60,980$1.08M<0.01%+3,73913F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV60,651$1.08M0.06%+2,28613F-HRTimeline
READYSTATE ASSET MANAGEMENT LP59,326$1.05M0.06%+5,20913F-HRTimeline
Paller Financial Services Inc59,235$1.05M0.87%-1,08513F-HRTimeline
LANARK FINANCIAL, INC.58,837$1.04M0.08%-93413F-HRTimeline
Arkadios Wealth Advisors58,634$1.04M0.02%+3,30213F-HRTimeline
Essex LLC56,988$1.01M0.18%+4,20313F-HRTimeline
TrueWealth Advisors, LLC56,376$1M0.25%-5,16813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC56,292$999K<0.01%-132,75813F-HRTimelineGroup
Bangor Savings Bank55,973$994K0.08%013F-HRTimeline
PCG Wealth Advisors, LLC55,782$990K0.25%+57713F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC55,715$989K0.8%+94613F-HRTimeline
Advisory Services Network, LLC55,211$980K0.01%-5,25913F-HRTimeline
Merit Financial Group, LLC54,096$960K0.01%+16,20513F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT53,460$949K0.06%-22,02013F-HRTimeline
National Philanthropic Trust52,029$924K0.01%013F-HRTimeline
DAVENPORT & Co LLC51,464$913K0.01%+4,76013F-HRTimeline