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First Tr Exch Traded Fd Iii cmn shares owned by Core Wealth Advisors

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

Historical chart of Core Wealth 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 Core Wealth Advisors 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 Core Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $310k 16k 19.34
2023-03-31 $108k 6.4k 16.75

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View all positions for Core Wealth Advisors

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