Epstein & White Financial »

First Tr Exch Traded Fd Iii cmn shares owned by Epstein & White Financial

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

Historical chart of Epstein & White 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 Epstein & White Financial 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 Epstein & White Financial

Quarter filed Position value Share count Share price at filing
2021-06-30 $370k 18k 20.54
2021-03-31 $357k 18k 20.22
2020-12-31 $348k 17k 20.47
2020-09-30 $309k 16k 19.35
2020-06-30 $282k 15k 18.75
2020-03-31 $242k 14k 16.83

More positions owned by Epstein & White Financial

Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Acwi Ex Us (ACWX)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Rusel 2500 Etf (SMMD)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Core Msci Emkt (IEMG)

View all positions for Epstein & White Financial

Top funds holding First Tr Exch Traded Fd Iii cmn

UBS Group
Bank of America Corporation
Royal Bank of Canada
LPL Financial
Chas. P. Smith & Associates, PA, CPA's
Envestnet Asset Management
Goss Wealth Management
Raymond James Financial Services Advisors
Branch Banking & Trust Company
Key FInancial
Citizens Business Bank
Jpmorgan Chase & Co
Essex
Advisor Group Holdings
Adamsbrown Wealth Consultants

View all funds holding First Tr Exch Traded Fd Iii cmn