First Tr Exch Traded Fd Iii cmn shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of First Tr Exch Traded Fd Iii cmn (FPEI) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in First Tr Exch Traded Fd Iii cmn
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Quarterly reported holdings in First Tr Exch Traded Fd Iii cmn by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $18M | 904k | 19.34 |
| 2025-06-30 | $16M | 841k | 18.99 |
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