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First Tr Exch Traded Fd Iii cmn shares owned by Merit Financial Group

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

Historical chart of Merit Financial Group 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 Merit Financial Group 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 Merit Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $32M 1.7M 19.34
2025-06-30 $30M 1.6M 18.99
2025-03-31 $27M 1.4M 18.70
2019-12-31 $1.6M 81k 20.05
2019-09-30 $1.3M 65k 19.63

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View all positions for Merit Financial Group

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