Empirical Financial Services, LLC d/b/a Empirical Wealth Management »

First Tr Exch Traded Fd Iii cmn shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter-by-quarter ownership of First Tr Exch Traded Fd Iii cmn (FPEI) shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management from 13F filings

Historical chart of Empirical Financial Services, LLC d/b/a Empirical Wealth Management 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 Empirical Financial Services, LLC d/b/a Empirical Wealth Management 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 Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.5M 85k 17.83
2023-09-30 $1.5M 86k 16.88
2023-06-30 $1.3M 76k 16.85
2023-03-31 $1.1M 64k 16.75
2022-12-31 $1.1M 59k 17.81
2022-09-30 $677k 40k 17.15
2022-06-30 $1.1M 61k 17.72
2022-03-31 $817k 42k 19.39
2021-12-31 $675k 33k 20.40
2021-09-30 $743k 36k 20.65
2021-06-30 $749k 36k 20.67
2021-03-31 $724k 36k 20.27
2020-12-31 $931k 46k 20.37
2020-09-30 $931k 48k 19.38
2020-06-30 $907k 48k 18.83
2020-03-31 $509k 30k 16.91

More positions owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
NVIDIA Corporation (NVDA)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Msci Usa Mmentm (MTUM)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Spdr Ser Tr Bloomberg Sht Te (SJNK)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Real Estate Etf (VNQ)

View all positions for Empirical Financial Services, LLC d/b/a Empirical Wealth Management

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