FPE — FIRST TR EXCH TRADED FD III

Ownership history in WIN ADVISORS, INC  ·  1 quarter on record

This page tracks every 13F SEC filing in which WIN ADVISORS, INC 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
3.91% (2025 Q4)
Avg. % of fund
3.91%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 505,315 — — 3.91% $9.2M $18.06
% 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% 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% Glass Jacobson Investment Advisors llc 3Y 2.64%
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