# FIRST TR EXCH TRADED FD III (FPEI)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/FPEI/

- Reporting holders: 8
- Reported value: $15.3M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [PARK NATIONAL CORP /OH/](https://holderbook.com/funds/805676-park-national-corp-oh/) | $9.8M | 531,455 | 0.3% | 9 |
| [WINEBRENNER CAPITAL MANAGEMENT LLC](https://holderbook.com/funds/2047728-winebrenner-capital-management-llc/) | $2.3M | 125,234 | 1.5% | 8 |
| [Investment Partners Asset Management, Inc.](https://holderbook.com/funds/1384416-investment-partners-asset-management-inc/) | $1.9M | 101,534 | 1.0% | 4 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $586.9K | 31,829 | 0.2% | 12 |
| [Capital Advisors Wealth Management, LLC](https://holderbook.com/funds/1824700-capital-advisors-wealth-management-llc/) | $570.3K | 30,928 | 0.1% | 7 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $125.9K | 6,825 | 0.0% | 10 |
| [TOTH FINANCIAL ADVISORY CORP](https://holderbook.com/funds/866780-toth-financial-advisory-corp/) | $1.4K | 76 | 0.0% | 1 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $1.4K | 76 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 8 | $15.3M |
| Q2 2026 | 214 | $1.6B |
| Q1 2026 | 209 | $1.5B |
| Q4 2025 | 212 | $1.5B |
| Q3 2025 | 188 | $1.4B |
| Q2 2025 | 181 | $1.4B |
| Q1 2025 | 181 | $1.3B |
| Q4 2024 | 186 | $1.2B |
| Q3 2024 | 165 | $1.2B |
| Q2 2024 | 168 | $965.6M |
| Q1 2024 | 152 | $1.4B |
| Q4 2023 | 155 | $1.1B |