First Tr Exch Traded Fd Iii cmn shares owned by Balanced Rock Investment Advisors
Quarter-by-quarter ownership of First Tr Exch Traded Fd Iii cmn (FPEI) shares owned by Balanced Rock Investment Advisors
from 13F filings
Historical chart of Balanced Rock Investment Advisors 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 Balanced Rock Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in First Tr Exch Traded Fd Iii cmn by Balanced Rock Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $502k | 26k | 19.34 |
| 2025-06-30 | $432k | 23k | 18.99 |
| 2025-03-31 | $356k | 19k | 18.70 |
| 2024-12-31 | $342k | 18k | 18.70 |
| 2024-09-30 | $257k | 14k | 19.07 |
| 2024-06-30 | $219k | 12k | 18.37 |
More positions owned by Balanced Rock Investment Advisors
View all positions for Balanced Rock Investment Advisors
Top funds holding First Tr Exch Traded Fd Iii cmn
View all funds holding First Tr Exch Traded Fd Iii cmn