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First Tr Exch Traded Fd Iii cmn shares owned by Kingswood Wealth Advisors

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

Historical chart of Kingswood Wealth Advisors 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 Kingswood Wealth Advisors 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 Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $220k 12k 19.03
2024-06-30 $212k 12k 18.37
2024-03-31 $318k 18k 18.22
2023-12-31 $314k 18k 17.83
2023-06-30 $297k 18k 16.85