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First Tr Exch Traded Fd Iii cmn shares owned by Soltis Investment Advisors

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

Historical chart of Soltis Investment 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 Soltis Investment 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 Soltis Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $593k 34k 17.32
2023-03-31 $853k 53k 15.96
2022-12-31 $956k 57k 16.80
2022-09-30 $1.6M 98k 16.70

More positions owned by Soltis Investment Advisors

Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Amazon (AMZN)
Vanguard Admiral Fds Midcp 400 Idx (IVOO)
Ishares Tr Core S&p500 Etf (IVV)
Security Natl Finl Corp Cl A New (SNFCA)
Ishares Tr Core S&p Mcp Etf (IJH)
Alphabet Cap Stk Cl A (GOOGL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Chevron Corporation (CVX)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)
Ready Cap Corp Com reit (RC)

View all positions for Soltis Investment 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
Envestnet Asset Management
Citizens Business Bank
Key FInancial
Essex
Raymond James Financial Services Advisors
Branch Banking & Trust Company
Adamsbrown Wealth Consultants
Fukoku Mutual Life Insurance
Advisor Group Holdings

View all funds holding First Tr Exch Traded Fd Iii cmn