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First Tr Exch Traded Fd Iii cmn shares owned by Independent Advisor Alliance

Quarter-by-quarter ownership of First Tr Exch Traded Fd Iii cmn (FPEI) shares owned by Independent Advisor Alliance from 13F filings

Historical chart of Independent Advisor Alliance 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 Independent Advisor Alliance 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 Independent Advisor Alliance

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.2M 63k 19.00
2024-12-31 $1.2M 64k 18.70

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View all positions for Independent Advisor Alliance

Top funds holding First Tr Exch Traded Fd Iii cmn

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

View all funds holding First Tr Exch Traded Fd Iii cmn