FPEI FIRST TR EXCH TRADED FD III
FollowINSTL PFD SECS (fund)
209 managers (212 13F filers) reported a position in FPEI shares at 2025-12-31, 76,042,913 shares in all. 27 filers opened a position and 9 filers sold out during the quarter.
- Managers
- 209
- 13F filers
- 212
- New
- 27
- Added
- 99
- Reduced
- 58
- Sold out
- 9
- Shares held by filers
- 76,042,913
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 2025
Filers in the available 13F reports with a share position at 2025-12-31, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Triumph Capital Management | 500 | $9.7K | <0.01% | new | 13F-HRTimeline |
| WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN | 418 | $8.11K | <0.01% | +287 | 13F-HRTimelineGroup |
| Signature Equity Partners, LLC | 413 | $8.01K | <0.01% | 13F-HRTimeline | |
| Morton Brown Family Wealth, LLC | 285 | $5.53K | <0.01% | new | 13F-HRTimeline |
| DT Investment Partners, LLC | 110 | $2.13K | <0.01% | new | 13F-HRTimeline |
| Essential Partners LLC | 54 | $1.05K | <0.01% | new | 13F-HRTimeline |
| Motiv8 Investments LLC | 34 | $1K | <0.01% | new | 13F-HRTimeline |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 40 | $776 | <0.01% | 0 | 13F-HRTimeline |
| DHJJ Financial Advisors, Ltd. | 5 | $106 | <0.01% | 0 | 13F-HRTimeline |