FPE FIRST TR EXCH TRADED FD III

Ownership history in CEDRUS LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which CEDRUS 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
1.12% (2024 Q2)
Avg. % of fund
1.08%
First filed
2023 Q4
Last filed
2024 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 ADDED 164,212 +34,699 +26.8% 1.10% $3.0M $16.67
2024 Q2 ADDED 129,513 +20,804 +19.1% 1.12% $2.2M $15.76
2024 Q1 ADDED 108,709 +7,269 +7.2% 1.03% $1.9M $15.50
2023 Q4 INITIATED 101,440 1.06% $1.7M
% of Fund (quarterly)    FPE price (monthly, adj. close)
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