Captrust Financial Advisors »

First Tr Exch Traded Fd Iii cmn shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial Advisors 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 Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Tr Exch Traded Fd Iii cmn by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $550k 29k 19.29
2026-03-31 $205k 11k 19.00

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Nvidia Corporation Stock (NVDA)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Vanguard Value Etf (VTV)
Microsoft Corp Stock (MSFT)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Ishares Core Msci Total International Stock Etf Etf (IXUS)
Amazon Stock (AMZN)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Vanguard Morningstar Small-cap Etf Etf (VB)
Vanguard S&p 500 Etf Etf (VOO)
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)
Ishares Core Msci Emerging Market Etf Etf (IEMG)

View all positions for Captrust Financial Advisors

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
Legacy Edge Advisors
Fukoku Mutual Life Insurance
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Citizens Financial Group

View all funds holding First Tr Exch Traded Fd Iii cmn