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First Tr Exch Traded Fd Iii cmn shares owned by Wealth Management Associates

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

Historical chart of Wealth Management Associates 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 Wealth Management Associates 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 Wealth Management Associates

Quarter filed Position value Share count Share price at filing
2025-12-31 $321k 17k 19.39
2025-09-30 $300k 16k 19.34

More positions owned by Wealth Management Associates

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Palantir Technologies Cl A (PLTR)
Ishares Tr Select Divid Etf (DVY)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Intl Sel Div Etf (IDV)
Ishares Tr Core S&p Ttl Stk (ITOT)
First Tr Exchange Traded Nasd Tech Div (TDIV)
Alphabet Cap Stk Cl A (GOOGL)
Kinder Morgan (KMI)

View all positions for Wealth Management Associates

Top funds holding First Tr Exch Traded Fd Iii cmn

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

View all funds holding First Tr Exch Traded Fd Iii cmn