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First Tr Exch Traded Fd Iii cmn shares owned by Beacon Financial

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

Historical chart of Beacon Financial 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 Beacon Financial 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 Beacon Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.6M 203k 17.83
2023-09-30 $3.4M 202k 17.06
2023-06-30 $11M 568k 18.60
2023-03-31 $12M 685k 16.80
2022-12-31 $13M 705k 17.81

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Wisdomtree Tr Us Qtly Div Grt (DGRW)
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
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First Tr Value Line Divid In SHS (FVD)
First Tr Morningstar Divid L SHS (FDL)
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Vanguard Specialized Funds Div App Etf (VIG)
Exxon Mobil Corporation (XOM)
Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr Ser Tr Portfoli S&p1500 (SPTM)

View all positions for Beacon Financial

Top funds holding First Tr Exch Traded Fd Iii cmn

UBS Group
Bank of America Corporation
Royal Bank of Canada
Chas. P. Smith & Associates, PA, CPA's
Jane Street
Citizens Business Bank
Essex
Key FInancial
Miracle Mile Advisors
Raymond James Financial Services Advisors
Branch Banking & Trust Company
Fukoku Mutual Life Insurance
Adamsbrown Wealth Consultants
Janney Montgomery Scott
Raymond James & Associates

View all funds holding First Tr Exch Traded Fd Iii cmn