FPEI — First Tr Exch Traded Fd III Institutional Holders · Q3 2026
Who owns First Tr Exch Traded Fd III (FPEI)? 8 institutions reported holding $15.27M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Park National Corp ($9.8M), Winebrenner Capital Management LLC ($2.3M), Investment Partners Asset Management, Inc. ($1.9M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | PARK NATIONAL CORP /OH/ | $9.8M | 531,455 | Added |
| 2 | WINEBRENNER CAPITAL MANAGEMENT LLC | $2.3M | 125,234 | Added |
| 3 | Investment Partners Asset Management, Inc. | $1.9M | 101,534 | Added |
| 4 | ELEVATION WEALTH PARTNERS, LLC | $586,932 | 31,829 | Added |
| 5 | Capital Advisors Wealth Management, LLC | $570,314 | 30,928 | Added |
| 6 | Farther Finance Advisors, LLC | $125,853 | 6,825 | Added |
| 7 | TOTH FINANCIAL ADVISORY CORP | $1,409 | 76 | New |
| 8 | GK Wealth Management LLC | $1,400 | 76 | New |
Source: SEC Form 13F filings · as of 2026-09-30