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First Tr Exch Traded Fd Iii cmn shares owned by Atria Investments

Quarter-by-quarter ownership of First Tr Exch Traded Fd Iii cmn (FPEI) shares owned by Atria Investments from 13F filings

Historical chart of Atria Investments investment in First Tr Exch Traded Fd Iii cmn

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All positions including First Tr Exch Traded Fd Iii cmn held by Atria Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exch Traded Fd Iii cmn by Atria Investments

Quarter filed Position value Share count Share price at filing
2024-09-30 $321k 17k 19.07
2024-06-30 $311k 17k 18.37

More positions owned by Atria Investments

Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Unified Ser Tr Oneascent Core P (OACP)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Unified Ser Tr Oneascent Intl (OAIM)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Meta Platforms Cl A (META)
Ishares Tr Core Total Usd (IUSB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Unified Ser Tr Oneascent Large (OALC)

View all positions for Atria Investments

Top funds holding First Tr Exch Traded Fd Iii cmn

Morgan Stanley
Bank of America Corporation
Royal Bank of Canada
LPL Financial
Chas. P. Smith & Associates, PA, CPA's
Envestnet Asset Management
Raymond James Financial Services Advisors
Key FInancial
Citizens Business Bank
Jpmorgan Chase & Co
Essex
Advisor Group Holdings
Branch Banking & Trust Company
Adamsbrown Wealth Consultants
Fukoku Mutual Life Insurance

View all funds holding First Tr Exch Traded Fd Iii cmn