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Who holds FPE

FIRST TR EXCH TRADED FD III · 60 funds in the latest indexed 13Fs.

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FundSharesValue% of portfolio
MORGAN STANLEY53.6M$957.6M0.1%
Vermillion Wealth Management, Inc.24.3K$434.9M0.1%
ROYAL BANK OF CANADA19.6M$350.2M0.1%
LPL Financial LLC18.5M$331.0M0.1%
WELLS FARGO & COMPANY/MN18.3M$327.6M0.1%
RAYMOND JAMES FINANCIAL INC10.0M$178.9M0.0%
UBS Group AG9.1M$163.1M0.0%
BANK OF AMERICA CORP /DE/9.1M$162.4M0.0%
AMERIPRISE FINANCIAL INC5.2M$93.8M0.0%
Cetera Investment Advisers3.3M$58.6M0.1%
STIFEL FINANCIAL CORP2.6M$46.6M0.0%
ENVESTNET ASSET MANAGEMENT INC2.5M$45.0M0.0%
Kestra Advisory Services, LLC2.4M$43.3M0.1%
MAI Capital Management2.2M$39.7M0.1%
OSAIC HOLDINGS, INC.2.2M$39.6M0.0%
Advisory Alpha, LLC2.2M$39.1M1.0%
Rockefeller Capital Management L.P.2.0M$36.5M0.1%
Baird Financial Group, Inc.2.0M$36.3M0.0%
Magnus Financial Group LLC2.0M$35.0M2.5%
PARK NATIONAL CORP /OH/1.9M$34.0M1.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1.6M$27.7M0.0%
Falcon Wealth Planning1.5M$27.4M1.7%
TRUIST FINANCIAL CORP1.5M$27.4M0.0%
AFFINITY WEALTH MANAGEMENT LLC1.5M$27.0M3.5%
Prospera Financial Services Inc1.4M$25.3M0.4%
COUNTRY TRUST BANK1.3M$23.4M0.4%
COMMONWEALTH EQUITY SERVICES, LLC1.3M$23.3M0.0%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma1.3M$23.1M0.3%
Janney Montgomery Scott LLC1.1M$19.9M0.0%
Steward Partners Investment Advisory, LLC1.1M$19.7M0.1%
Ashton Thomas Private Wealth, LLC1.1M$19.5M0.4%
Cambridge Investment Research Advisors, Inc.1.1M$18.9M0.0%
HCR Wealth Advisors1.0M$18.4M1.6%
Parkside Investments, LLC1.0M$18.3M2.0%
CITIGROUP INC984.8K$17.6M0.0%
Arax Advisory Partners894.6K$16.0M0.1%
Concurrent Investment Advisors, LLC863.0K$15.4M0.1%
Waverly Advisors, LLC842.7K$15.1M0.1%
KESTRA PRIVATE WEALTH SERVICES, LLC816.5K$14.6M0.2%
Avidian Wealth Enterprises, LLC799.7K$14.3M0.4%
&PARTNERS790.7K$14.1M0.1%
FIDUCIARY FINANCIAL ADVISORS787.6K$14.1M1.4%
Twelve Points Wealth Management LLC775.1K$13.9M2.8%
Ameritas Investment Partners, Inc.754.9K$13.5M0.4%
JPMORGAN CHASE & CO741.5K$13.3M0.0%
JONES FINANCIAL COMPANIES LLLP735.8K$13.1M0.0%
Curran Financial Partners, LLC715.8K$12.8M1.9%
Wealthspire Retirement, LLC634.5K$11.3M0.6%
MML INVESTORS SERVICES, LLC630.8K$11.3M0.0%
Trinity Legacy Partners, LLC628.2K$11.3M2.3%
BANK OF MONTREAL /CAN/611.3K$10.9M0.0%
Csenge Advisory Group596.4K$10.7M0.4%
Quad-Cities Investment Group, LLC564.2K$10.1M3.6%
Seros Financial, LLC555.3K$9.9M5.2%
Summit Financial, LLC546.3K$9.8M0.1%
Glassy Mountain Advisors, Inc.537.7K$9.6M2.6%
US BANCORP \DE\518.2K$9.3M0.0%
Mariner, LLC502.6K$9.0M0.0%
Midwest Heritage Bank, FSB495.9K$8.9M2.5%
Chicago Partners Investment Group LLC499.1K$8.9M0.2%
Top Fund Holdings
13F
Top Fund Holdings

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