FPEI FIRST TR EXCH TRADED FD III

Ownership history in Advisory Services Network, LLC  ·  22 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in FIRST TR EXCH TRADED FD III (FPEI). 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
0.14% (2018 Q2)
Avg. % of fund
0.04%
First filed
2017 Q4
Last filed
2025 Q3
Quarters held
22
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 79 0% 0.00% $2K $18.88
2023 Q4 REDUCED 79 -1 -1.2% 0.00% $1K $15.77
2023 Q1 REDUCED 80 -18,934 -99.6% 0.00% $1K $14.15
2022 Q4 ADDED 19,014 +5,255 +38.2% 0.01% $339K $14.84
2022 Q2 REDUCED 13,759 -5,009 -26.7% 0.01% $244K $14.37
2022 Q1 REDUCED 18,768 -56 -0.3% 0.01% $364K $15.55
2021 Q4 ADDED 18,824 +21 +0.1% 0.01% $384K $16.16
2021 Q3 ADDED 18,803 +6,039 +47.3% 0.01% $388K $16.18
2021 Q2 UNCHANGED 12,764 0% 0.01% $264K $16.02
2021 Q1 UNCHANGED 12,764 0% 0.01% $259K $15.53
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    FPEI price (monthly, adj. close)
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