KRAEMATON INVESTMENT ADVISORS, INC FPE — FIRST TR EXCH TRADED FD III

Ownership history in KRAEMATON INVESTMENT ADVISORS, INC  ·  16 quarters on record

AI Ownership Summary

KRAEMATON INVESTMENT ADVISORS, INC reported FIRST TR EXCH TRADED FD III (FPE) in 16 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.88% in 2025 Q1. The latest visible filing shows FPE at 0.78% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FPE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was KRAEMATON INVESTMENT ADVISORS, INC's position in FIRST TR EXCH TRADED FD III, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

FPE was reported at 0.78% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.88% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How KRAEMATON INVESTMENT ADVISORS, INC held FPE — position size vs. price
% of Fund (quarterly)    FPE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 58,705 +2,990 +5.4% 0.78% $1.0M 2026-07-24 $17.65
2026 Q1 ADDED — — — 55,715 +946 +1.7% 0.80% $989K 2026-05-13 $17.74
2025 Q4 ADDED — — — 54,769 +12,760 +30.4% 0.79% $998K 2026-01-21 $17.67
2025 Q3 REDUCED — — — 42,009 -1,251 -2.9% 0.66% $766K 2025-11-07 $17.42
2025 Q2 REDUCED 11.6% +4.1% ❌ 43,260 -5,673 -11.6% 0.73% $770K 2025-07-22 $16.71
2025 Q1 ADDED — — — 48,933 +1,100 +2.3% 0.88% $861K 2025-04-14 $15.78
2024 Q4 ADDED — — — 47,833 +12,183 +34.2% 0.84% $847K 2025-01-15 $16.08
2024 Q3 REDUCED 13.5% -0.7% ✅ 35,650 -5,553 -13.5% 0.63% $645K 2024-11-08 $16.26
2024 Q2 REDUCED 5.8% +5.8% ❌ 41,203 -2,523 -5.8% 0.73% $715K 2024-07-12 $15.53
2024 Q1 ADDED — — — 43,726 +947 +2.2% 0.76% $757K 2024-05-03 $15.06
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About KRAEMATON INVESTMENT ADVISORS, INC and FPE

These are the practical questions this page is built to answer before you even open the full history table.

How long has KRAEMATON INVESTMENT ADVISORS, INC reported owning FPE?

KRAEMATON INVESTMENT ADVISORS, INC reported FPE across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported FPE position in KRAEMATON INVESTMENT ADVISORS, INC's portfolio?

The largest reported portfolio weight for FPE was 0.88% in 2025 Q1.

What is the latest reported FPE position on this page?

The most recent filing on this page is 2026 Q2, when KRAEMATON INVESTMENT ADVISORS, INC reported 58,705 shares, equal to 0.78% of portfolio, with an estimated market value of $1.0M.

What does the chart on this FPE ownership page compare?

The chart compares KRAEMATON INVESTMENT ADVISORS, INC's quarterly FPE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did KRAEMATON INVESTMENT ADVISORS, INC time their FPE position?

Based on 13F filing dates vs. subsequent FPE price moves, KRAEMATON INVESTMENT ADVISORS, INC correctly timed 8 out of 15 reported position changes (53%). The annualised alpha on FPE relative to SPY over the holding period was +69.5%.

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