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First Tr Exch Traded Fd Iii cmn shares owned by Morton Brown Family Wealth

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

Historical chart of Morton Brown Family Wealth 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 Morton Brown Family Wealth 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 Morton Brown Family Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.5k 285 19.39

More positions owned by Morton Brown Family Wealth

Schwab U.s. Broad Market Etf Etf (SCHB)
Avantis Emerging Markets Equity Etf Etf (AVEM)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Avantis International Small Cap Value Etf Etf (AVDV)
Ishares National Muni Bond Etf Etf (MUB)
Schwab Intermediate-term Us Treasury Etf Etf (SCHR)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Ishares Global Reit Etf Etf (REET)
Vanguard Total International Bond Etf Etf (BNDX)
Pimco Intermed Muni Bond Etf (MUNI)
Ishares Short-term National Muni Bond Etf Etf (SUB)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Ishares Msci Eafe Etf Etf (EFA)

View all positions for Morton Brown Family Wealth

Top funds holding First Tr Exch Traded Fd Iii cmn

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

View all funds holding First Tr Exch Traded Fd Iii cmn