Who Owns FIRST TR EXCH TRADED FD III (FPEI)? -- Institutional Holders (2026-06-30)

229 institutions reported holding $1.55B of FIRST TR EXCH TRADED FD III (FPEI) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($381.8M), UBS Group AG ($192.5M), BANK OF AMERICA CORP /DE/ ($116.0M), Royal Bank of Canada ($102.6M), LPL Financial LLC ($86.9M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$381.8M19.8MTrimmed
2UBS Group AG$192.5M10.0MAdded
3BANK OF AMERICA CORP /DE/$116.0M6.0MTrimmed
4Royal Bank of Canada$102.6M5.3MTrimmed
5LPL Financial LLC$86.9M4.5MAdded
6SMITH CHAS P & ASSOCIATES PA CPAS$45.8M2.4MTrimmed
7NewEdge Advisors, LLC$43.8M2.3MAdded
8RAYMOND JAMES FINANCIAL INC$40.0M2.1MTrimmed
9Montis Financial, LLC$36.7M1.9MAdded
10ENVESTNET ASSET MANAGEMENT INC$32.8M1.7MAdded
11TRUIST FINANCIAL CORP$31.0M1.6MAdded
12Legacy Edge Advisors, LLC$24.3M1.3MAdded
13FUKOKU MUTUAL LIFE INSURANCE Co$24.3M1.3MHold
14Annex Advisory Services, LLC$22.1M1.1MAdded
15CITIZENS FINANCIAL GROUP INC/RI$19.2M997,535Added
16OSAIC HOLDINGS, INC.$14.9M770,219Added
17Cetera Investment Advisers$13.6M704,375Added
18Essex LLC$12.5M647,803Added
19ACTION POINT FINANCIAL PLANNING, LLC$12.2M632,338New
20INTEGRAL INVESTMENT ADVISORS, INC.$12.0M623,023Added
21HighTower Advisors, LLC$10.5M544,884Added
22McAdam, LLC$10.4M539,081Added
23Geneos Wealth Management Inc.$9.6M499,253Added
24Baird Financial Group, Inc.$9.1M470,809Trimmed
25PARK NATIONAL CORP /OH/$8.8M453,864Added

Source: SEC Form 13F filings · as of 2026-06-30