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First Tr Exch Traded Fd Iii shrt dur mng mun shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of First Tr Exch Traded Fd Iii shrt dur mng mun (FSMB) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in First Tr Exch Traded Fd Iii shrt dur mng mun

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exch Traded Fd Iii shrt dur mng mun held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exch Traded Fd Iii shrt dur mng mun by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $318k 16k 19.84
2023-12-31 $320k 16k 19.95

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Top funds holding First Tr Exch Traded Fd Iii shrt dur mng mun

LPL Financial
Raymond James Financial Services Advisors
HighTower Advisors
PFS Partners
RMR Wealth Builders
UBS Group
TruWealth Advisors
Envestnet Asset Management
Royal Bank of Canada
EnRich Financial Partners
Kestra Advisory Services
Nilsine Partners
Orion Portfolio Solutions
Advisor Group Holdings
Condor Capital Management

View all funds holding First Tr Exch Traded Fd Iii shrt dur mng mun