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
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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 |
|---|---|---|---|
| 2024-09-30 | $3.4M | 179k | 19.07 |
| 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 |
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