FPE — FIRST TR EXCH TRADED FD III

Ownership history in Platform Technology Partners  ·  17 quarters on record

This page tracks every 13F SEC filing in which Platform Technology Partners 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
0.25% (2022 Q3)
Avg. % of fund
0.18%
First filed
2021 Q2
Last filed
2025 Q3
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 20,499 — 0% 0.09% $374K $17.79
2025 Q2 REDUCED 20,499 -2,968 -12.6% 0.10% $365K $17.12
2025 Q1 UNCHANGED 23,467 — 0% 0.12% $413K $16.67
2024 Q4 REDUCED 23,467 -41 -0.2% 0.13% $415K $16.54
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    FPE price (monthly, adj. close)

Other funds also holding FPE

As of 2025 Q4 — sorted by position size

STONEBRIDGE ADVISORS LLC 3Y 22.01% INTEGRITY WEALTH ADVISORS, INC. 8.29% Kinloch Capital, LLC 3Y 7.88% Seros Financial, LLC 5.44% WIN ADVISORS, INC 3Y 3.91% AFFINITY WEALTH MANAGEMENT LLC 3Y 7Y 3.81% Quad-Cities Investment Group, LLC 3Y 7Y 3.8% ORBA Wealth Advisors, L.L.C. 3.46% Traction Financial Partners, LLC 3.38% PFS Partners, LLC 3.29%
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