FPE FIRST TR EXCH TRADED FD III

Ownership history in Advisory Alpha, LLC  ·  10 quarters on record

This page tracks every 13F SEC filing in which Advisory Alpha, LLC reported a position in FIRST TR EXCH TRADED FD III (FPE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.16% (2025 Q2)
Avg. % of fund
0.49%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 2,153,251 -29,947 -1.4% 1.07% $39.2M $18.06
2025 Q3 ADDED 2,183,198 +91,129 +4.4% 1.11% $40.0M $17.79
2025 Q2 ADDED 2,092,069 +1,434,411 +218.1% 1.16% $37.2M $17.12
2024 Q4 ADDED 657,658 +105,656 +19.1% 0.41% $11.6M $16.54
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% of Fund (quarterly)    FPE price (monthly, adj. close)
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