FPEI FIRST TR EXCH TRADED FD III
FollowINSTL PFD SECS (fund)
Filings received so far for Q3 2026: 8 13F filers report a position in FPEI 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| PARK NATIONAL CORP /OH/ | 531,455 | $9.8M | 0.27% | +77,591 | 13F-HRTimeline |
| WINEBRENNER CAPITAL MANAGEMENT LLC | 125,234 | $2.31M | 1.49% | +5,863 | 13F-HRTimeline |
| Investment Partners Asset Management, I… | 101,534 | $1.87M | 1.02% | +18,775 | 13F-HRTimeline |
| ELEVATION WEALTH PARTNERS, LLC | 31,829 | $587K | 0.16% | +421 | 13F-HRTimeline |
| Capital Advisors Wealth Management, LLC | 30,928 | $570K | 0.06% | +5,150 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 6,825 | $126K | <0.01% | +5,603 | 13F-HRTimeline |
| TOTH FINANCIAL ADVISORY CORP | 76 | $1.41K | <0.01% | new | 13F-HRTimeline |
| GK Wealth Management LLC | 76 | $1.4K | <0.01% | new | 13F-HRTimeline |