Atria Wealth Solutions »

First Tr Exch Traded Fd Iii cmn shares owned by Atria Wealth Solutions

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

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $532k 28k 19.07
2024-06-30 $206k 11k 18.37
2024-03-31 $1.0M 56k 18.22
2023-12-31 $1.1M 64k 17.83
2023-09-30 $1.3M 79k 16.88
2023-06-30 $1.5M 91k 16.85
2023-03-31 $1.6M 96k 16.75
2022-12-31 $449k 25k 17.81

More positions owned by Atria Wealth Solutions

Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Specialized Funds Div App Etf (VIG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Atria Wealth Solutions

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