FPEI FIRST TR EXCH TRADED FD III: institutional ownership and insider trading

229 funds reported holding $1.56B of FIRST TR EXCH TRADED FD III in their latest 13F filings; in Q2 2026 funds net bought $6.21M, with 16 new positions and 13 funds selling out.

Largest institutional holders of FPEI

  1. MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) — $382M
  2. UBS Group AG (UBS) — $193M
  3. BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BML-PG, BML-PH, BML-PJ, BML-PL) — $116M
  4. ROYAL BANK OF CANADA (RY, RBMCF, RYLBF, RYPBF) — $103M
  5. LPL Financial LLC — $86.9M
  6. SMITH CHAS P & ASSOCIATES PA CPAS — $44.7M
  7. NewEdge Advisors, LLC — $43.8M
  8. RAYMOND JAMES FINANCIAL INC (RJF, RJF-PB) — $40.0M
  9. Montis Financial, LLC — $36.7M
  10. ENVESTNET ASSET MANAGEMENT INC — $32.8M

All FPEI 13F holders