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Who holds FPEI

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

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FundSharesValue% of portfolio
MORGAN STANLEY19.8M$381.8M0.0%
UBS Group AG10.0M$192.5M0.0%
BANK OF AMERICA CORP /DE/6.0M$116.0M0.0%
ROYAL BANK OF CANADA5.3M$102.6M0.0%
LPL Financial LLC4.5M$86.9M0.0%
SMITH CHAS P & ASSOCIATES PA CPAS2.4M$45.8M2.3%
NewEdge Advisors, LLC2.3M$43.8M0.1%
RAYMOND JAMES FINANCIAL INC2.1M$40.0M0.0%
Montis Financial, LLC1.9M$36.7M7.5%
ENVESTNET ASSET MANAGEMENT INC1.7M$32.8M0.0%
TRUIST FINANCIAL CORP1.6M$31.0M0.0%
FUKOKU MUTUAL LIFE INSURANCE CO1.3M$24.3M1.4%
Annex Advisory Services, LLC1.1M$22.1M0.4%
Legacy Edge Advisors, LLC1.0M$20.2M2.4%
CITIZENS FINANCIAL GROUP INC/RI997.5K$19.2M0.2%
OSAIC HOLDINGS, INC.770.2K$14.9M0.0%
Cetera Investment Advisers704.4K$13.6M0.0%
Essex LLC647.8K$12.5M1.9%
FIDUCIARY FINANCIAL ADVISORS632.3K$12.2M1.2%
INTEGRAL INVESTMENT ADVISORS, INC.623.0K$12.0M2.6%
McAdam, LLC539.1K$10.4M0.4%
Geneos Wealth Management Inc.499.3K$9.6M0.2%
Baird Financial Group, Inc.470.8K$9.1M0.0%
PARK NATIONAL CORP /OH/453.9K$8.8M0.2%
Legacy CG, LLC431.8K$8.3M2.1%
JPMORGAN CHASE & CO399.9K$7.7M0.0%
COMMONWEALTH EQUITY SERVICES, LLC379.0K$7.3M0.0%
Elevated Capital Advisors, LLC372.9K$7.2M2.0%
Key FInancial Inc368.3K$7.1M1.2%
Prospera Financial Services Inc356.5K$6.9M0.1%
STIFEL FINANCIAL CORP356.0K$6.9M0.0%
Westview Management dba Westview Investment Advisors343.7K$6.6M3.2%
Rockefeller Capital Management L.P.332.4K$6.4M0.0%
Cambridge Investment Research Advisors, Inc.326.7K$6.3M0.0%
VISTA INVESTMENT MANAGEMENT295.7K$5.7M1.7%
Synergy Investment Management, LLC282.3K$5.4M1.3%
ADAMSBROWN WEALTH CONSULTANTS LLC278.4K$5.4M1.0%
FIRST TRUST ADVISORS LP210.6K$4.1M0.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO208.0K$4.0M0.0%
VICTORY FINANCIAL GROUP, LLC203.6K$3.9M0.4%
Vise Technologies, Inc.194.6K$3.8M0.0%
Kingsview Wealth Management, LLC182.0K$3.5M0.0%
FLYNN ZITO CAPITAL MANAGEMENT, LLC181.3K$3.5M1.0%
Private Advisor Group, LLC180.3K$3.5M0.0%
Merit Financial Group, LLC175.2K$3.4M0.0%
J.W. COLE ADVISORS, INC.172.4K$3.3M0.1%
MARSHALL INVESTMENT MANAGEMENT, LLC155.2K$3.0M1.2%
Janney Montgomery Scott LLC138.3K$2.7M0.0%
VAQUERO PRIVATE WEALTH, LTD131.8K$2.5M0.5%
TRUE BLUE FINANCIAL, LLC124.8K$2.4M1.0%
1776 Wealth LLC124.4K$2.4M0.8%
WELCH & FORBES LLC123.8K$2.4M0.0%
WINEBRENNER CAPITAL MANAGEMENT LLC119.4K$2.3M1.4%
Focus Partners Wealth118.3K$2.3M0.0%
Veridan Wealth LLC117.9K$2.3M0.8%
FIFTH THIRD BANCORP112.3K$2.2M0.0%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV111.4K$2.1M0.1%
Keebeck Wealth Management109.8K$2.1M0.2%
Bluespring Wealth Management, LLC106.4K$2.1M0.0%
StoneCrest Wealth Management, Inc.103.5K$2.0M0.6%
Top Fund Holdings
13F
Top Fund Holdings

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