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Disclosery

FPE FIRST TR EXCH TRADED FD III

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PFD SECS INC ETF (fund)

Filings received so far for Q3 2026: 25 13F filers report a position in FPE shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
PARK NATIONAL CORP /OH/1,947,034$33.2M0.9%+43,46713F-HRTimeline
Avidian Wealth Enterprises, LLC745,527$12.7M0.35%-54,18813F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC449,843$7.67M0.11%+12,90813F-HRTimelineGroup
Sound Income Strategies, LLC244,102$4.17M0.19%-3,27613F-HRTimeline
TOTH FINANCIAL ADVISORY CORP202,578$3.45M0.34%-6,98513F-HRTimeline
TrueWealth Advisors, LLC61,928$1.06M0.24%+4,60513F-HRTimeline
Bangor Savings Bank55,973$954K0.07%013F-HRTimeline
Farther Finance Advisors, LLC39,146$667K<0.01%-1,21213F-HRTimeline
Ballew Advisors, Inc38,903$665K0.33%-57213F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC37,747$644K0.61%-8,32613F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC36,043$615K0.4%-7,23713F-HRTimeline
Shulman DeMeo Asset Management LLC25,398$433K0.09%-1,89313F-HRTimeline
Cooper Financial Group23,949$408K0.03%new13F-HRTimeline
YHB Investment Advisors, Inc.22,948$391K0.02%new13F-HRTimeline
STABLEFORD CAPITAL II LLC18,759$320K0.11%-8,51113F-HRTimeline
Venture Visionary Partners LLC15,678$267K0.01%+41013F-HRTimeline
City Center Advisors, LLC12,513$213K0.16%+1,36413F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC7,626$130K0.04%+5113F-HRTimeline
Rosenberg Matthew Hamilton3,143$53.6K0.01%013F-HRTimeline
Investors Research Corp2,721$46.4K0.01%+14713F-HRTimeline
CoreCap Advisors, LLC2,705$46.1K<0.01%013F-HRTimeline
Versant Capital Management, Inc2,614$44.6K<0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC969$16.5K<0.01%013F-HRTimeline
CX Institutional150$3K<0.01%-1,23913F-HRTimeline
GK Wealth Management LLC161$2.74K<0.01%new13F-HRTimeline