FPE — First Tr Exch Traded Fd III Institutional Holders · Q3 2026

Name: Who Owns FPE? 25 Institutions Hold $68.2M (Q3 2026)
Creator: ko.io

Who owns First Tr Exch Traded Fd III (FPE)? 25 institutions reported holding $68.18M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Park National Corp ($33.2M), Avidian Wealth Enterprises, LLC ($12.7M), Gradient Investments LLC ($7.7M).

Rank	Institution	Value	Shares	Change
1	PARK NATIONAL CORP /OH/	$33.2M	1.9M	Added
2	Avidian Wealth Enterprises, LLC	$12.7M	745,527	Trimmed
3	Gradient Investments LLC	$7.7M	449,843	Added
4	Sound Income Strategies, LLC	$4.2M	244,102	Trimmed
5	TOTH FINANCIAL ADVISORY CORP	$3.5M	202,578	Trimmed
6	TrueWealth Advisors, LLC	$1.1M	61,928	Added
7	Bangor Savings Bank	$954,340	55,973	Hold
8	Farther Finance Advisors, LLC	$667,438	39,146	Trimmed
9	Ballew Advisors, Inc	$664,852	38,903	Trimmed
10	PUFF WEALTH MANAGEMENT, LLC	$643,594	37,747	Trimmed
11	WINEBRENNER CAPITAL MANAGEMENT LLC	$614,533	36,043	Trimmed
12	Shulman DeMeo Asset Management LLC	$433,043	25,398	Trimmed
13	Cooper Financial Group	$408,326	23,949	New
14	YHB Investment Advisors, Inc.	$391,263	22,948	New
15	STABLEFORD CAPITAL II LLC	$319,841	18,759	Trimmed
16	Venture Visionary Partners LLC	$267,310	15,678	Added
17	City Center Advisors, LLC	$213,350	12,513	Added
18	ELEVATION WEALTH PARTNERS, LLC	$130,026	7,626	Added
19	Rosenberg Matthew Hamilton	$53,588	3,143	Hold
20	Investors Research Corp	$46,393	2,721	Added
21	CoreCap Advisors, LLC	$46,120	2,705	Hold
22	Versant Capital Management, Inc	$44,569	2,614	New
23	ARMSTRONG ADVISORY GROUP, INC	$16,522	969	Hold
24	CX Institutional	$3,000	150	Trimmed
25	GK Wealth Management LLC	$2,741	161	New

Source: SEC Form 13F filings · as of 2026-09-30