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First Tr Exch Traded Fd Iii cmn shares owned by Greenwood Capital Associates

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

Historical chart of Greenwood Capital Associates 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 Greenwood Capital Associates 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 Greenwood Capital Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $332k 17k 19.34
2025-06-30 $202k 11k 18.99

More positions owned by Greenwood Capital Associates

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
J P Morgan Exchange Traded F Betabuilders Eur (BBEU)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Intrm Gov Cr Etf (GVI)
Ishares Tr Core Us Aggbd Et (AGG)
International Business Machines (IBM)
JPMorgan Chase & Co. (JPM)
Ishares Msci Emrg Chn (EMXC)
Broadcom (AVGO)
Ishares Tr Core Msci Pac (IPAC)
Ishares Tr Core Msci Total (IXUS)

View all positions for Greenwood Capital Associates

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