FPEI FIRST TR EXCH TRADED FD III
FollowINSTL PFD SECS (fund)
206 managers (210 13F filers) reported a position in FPEI shares at 2026-03-31, 80,112,554 shares in all. 27 filers opened a position and 26 filers sold out during the quarter.
- Managers
- 206
- 13F filers
- 210
- New
- 27
- Added
- 88
- Reduced
- 66
- Sold out
- 26
- Shares held by filers
- 80,112,554
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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Advisory Services Network, LLC | 79 | $1.5K | <0.01% | new | 13F-HRTimeline |
| Rossby Financial, LCC | 52 | $991 | <0.01% | new | 13F-HRTimeline |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 40 | $760 | <0.01% | 0 | 13F-HRTimeline |
| SBI Securities Co., Ltd. | 10 | $190 | <0.01% | new | 13F-HRTimeline |
| DHJJ Financial Advisors, Ltd. | 5 | $104 | <0.01% | 0 | 13F-HRTimeline |
| PETERSON WEALTH MANAGEMENT | 5 | $89 | <0.01% | new | 13F-HRTimeline |