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First Tr Exch Traded Fd Iii cmn shares owned by Collaborative Wealth Managment

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

Historical chart of Collaborative Wealth Managment 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 Collaborative Wealth Managment 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 Collaborative Wealth Managment

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 90k 19.34
2025-06-30 $766k 40k 18.99

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Spdr Series Trust Prtflo S&p500 Gw (SPYG)
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Spdr Index Shs Fds Portfolio Devlpd (SPDW)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
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Wisdomtree Tr Floatng Rat Trea (USFR)
Global X Fds Us Pfd Etf (PFFD)
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)

View all positions for Collaborative Wealth Managment

Top funds holding First Tr Exch Traded Fd Iii cmn

Morgan Stanley
UBS Group
Royal Bank of Canada
LPL Financial
Goss Wealth Management
Envestnet Asset Management
Merit Financial Group
Raymond James Financial
Montis Financial
Chas. P. Smith & Associates, PA, CPA's
Branch Banking & Trust Company
Fukoku Mutual Life Insurance
Citizens Financial Group
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Baird Financial

View all funds holding First Tr Exch Traded Fd Iii cmn