FPE — First Tr Exch Traded Fd III 机构持仓 · 2026年Q3

Name: 谁持有 FPE？25 家机构、6,818 万美元（2026年Q3）
Creator: ko.io

谁持有 First Tr Exch Traded Fd III（FPE）？2026年Q3（报告期截至 2026-09-30）共有 25 家机构在 SEC 13F 申报中报告持有，合计 6,817.79 万美元。前几大持有机构：Park National Corp（3,320.00 万美元）、Avidian Wealth Enterprises, LLC（1,270.00 万美元）、Gradient Investments LLC（770.00 万美元）。

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

来源：SEC 13F 申报文件 · 截至 2026-09-30