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First Tr Exch Traded Fd Iii cmn shares owned by Summit Wealth Partners

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

Historical chart of Summit Wealth Partners 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 Summit Wealth Partners 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 Summit Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.0M 111k 18.37
2024-03-31 $2.0M 112k 18.22
2023-12-31 $773k 43k 17.83
2023-09-30 $523k 31k 16.88
2023-06-30 $445k 26k 16.85
2023-03-31 $222k 13k 16.75
2022-12-31 $197k 11k 17.81

More positions owned by Summit Wealth Partners

Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core Us Aggbd Et (AGG)
Brown & Brown (BRO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Msci Usa Min Vol (USMV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Summit Wealth Partners

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