Who Owns FIRST TR EXCH TRADED FD III (FPEI)? -- Institutional Holders (2026-06-30)
228 institutions reported holding $1.50B 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.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $381.8M | 19.8M | Trimmed |
| 2 | UBS Group AG | $192.5M | 10.0M | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $116.0M | 6.0M | Trimmed |
| 4 | Royal Bank of Canada | $102.6M | 5.3M | Trimmed |
| 5 | LPL Financial LLC | $86.9M | 4.5M | Added |
| 6 | NewEdge Advisors, LLC | $43.8M | 2.3M | Added |
| 7 | RAYMOND JAMES FINANCIAL INC | $40.0M | 2.1M | Trimmed |
| 8 | Montis Financial, LLC | $36.7M | 1.9M | Added |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $32.8M | 1.7M | Added |
| 10 | TRUIST FINANCIAL CORP | $31.0M | 1.6M | Added |
| 11 | Legacy Edge Advisors, LLC | $24.3M | 1.3M | Added |
| 12 | FUKOKU MUTUAL LIFE INSURANCE Co | $24.3M | 1.3M | Hold |
| 13 | Annex Advisory Services, LLC | $22.1M | 1.1M | Added |
| 14 | CITIZENS FINANCIAL GROUP INC/RI | $19.2M | 997,535 | Added |
| 15 | OSAIC HOLDINGS, INC. | $14.9M | 770,219 | Added |
| 16 | Cetera Investment Advisers | $13.6M | 704,375 | Added |
| 17 | Essex LLC | $12.5M | 647,803 | Added |
| 18 | FIDUCIARY FINANCIAL ADVISORS | $12.2M | 632,338 | New |
| 19 | INTEGRAL INVESTMENT ADVISORS, INC. | $12.0M | 623,023 | Added |
| 20 | HighTower Advisors, LLC | $10.5M | 544,884 | Added |
| 21 | McAdam, LLC | $10.4M | 539,081 | Added |
| 22 | Geneos Wealth Management Inc. | $9.6M | 499,253 | Added |
| 23 | Baird Financial Group, Inc. | $9.1M | 470,809 | Trimmed |
| 24 | PARK NATIONAL CORP /OH/ | $8.8M | 453,864 | Added |
| 25 | Legacy CG, LLC | $8.3M | 431,768 | Added |
Source: SEC Form 13F filings · as of 2026-06-30