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First Tr Exch Traded Fd Iii cmn shares owned by KCS Wealth Advisory

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

Historical chart of KCS Wealth Advisory 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 KCS Wealth Advisory 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 KCS Wealth Advisory

Quarter filed Position value Share count Share price at filing
2023-09-30 $188k 11k 16.88
2023-06-30 $249k 15k 16.85
2023-03-31 $266k 16k 16.75

More positions owned by KCS Wealth Advisory

Apple (AAPL)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Goldman Sachs Etf Tr Aces Ultra Shr (GSST)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Mbs Etf (MBB)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Alphabet Cap Stk Cl C (GOOG)
Novo-nordisk A S Adr (NVO)
Applied Materials (AMAT)
El Paso Energy Cap Tr I Pfd Cv Tr Sec 28 (EP.PC)
Comcast Corp Cl A (CMCSA)

View all positions for KCS Wealth Advisory

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