13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded Fund
FPEI

FIRST TR EXCH TRADED FD III

216 institutions still hold FIRST TR EXCH TRADED FD III as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33739P855·Exchange Traded Fund·216 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$1.2B
visible holders
Holders
216
filers reporting
Concentration
30.34%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

216 institutions reported FPEI in Q1 2026. MORGAN STANLEY leads at 30.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$379M19.9M0.02%Q1 202602
UBS Group AG
CIK 0001610520
$186M9.8M0.03%Q1 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$114M6.0M0.01%Q1 202604
ROYAL BANK OF CANADA
CIK 0001000275
$102M5.4M0.02%Q1 202605
LPL Financial LLC
CIK 0001403438
$81M4.3M0.02%Q1 202606
SMITH CHAS P & ASSOCIATES PA CPAS
CIK 0001082509
$46M2.4M2.50%Q1 202607
NewEdge Advisors, LLC
CIK 0001633516
$42M2.2M0.15%Q1 202608
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$39M2.1M0.01%Q1 202609
Montis Financial, LLC
CIK 0001844314
$35M1.8M7.14%Q1 202610
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$30M1.6M0.01%Q1 202611
TRUIST FINANCIAL CORP
CIK 0000092230
$28M1.5M0.04%Q1 202612
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$27M1.4M0.00%Q1 202613
FUKOKU MUTUAL LIFE INSURANCE CO
CIK 0001033324
$24M1.3M1.57%Q1 202614
Legacy Edge Advisors, LLC
CIK 0002105396
$23M1.2M2.43%Q1 202615
Annex Advisory Services, LLC
CIK 0001542287
$22M1.1M0.38%Q2 202616
CITIZENS FINANCIAL GROUP INC/RI
CIK 0000759944
$19M996K0.26%Q1 202617
OSAIC HOLDINGS, INC.
CIK 0001677044
$13M703K0.02%Q1 202618
Cetera Investment Advisers
CIK 0001666741
$13M674K0.01%Q1 202619
Essex LLC
CIK 0001889147
$12M646K2.17%Q1 202620
INTEGRAL INVESTMENT ADVISORS, INC.
CIK 0001902826
$12M623K2.65%Q2 2026
Page 1 of 11
196 more holders available. Log in →