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
2024 Q2 ADDED 552,002 +331,469 +150.3% 0.38% $9.6M $15.76
2024 Q1 REDUCED 220,533 -5,136 -2.3% 0.16% $3.8M $15.50
2023 Q4 ADDED 225,669 +309 +0.1% 0.17% $3.8M $14.87
2023 Q3 REDUCED 225,360 -4,491 -2.0% 0.19% $3.6M $13.88
2023 Q2 ADDED 229,851 +198,452 +632.0% 0.19% $3.7M $13.65
2023 Q1 INITIATED 31,399 0.03% $501K $13.43
% of Fund (quarterly)    FPE price (monthly, adj. close)
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