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First Tr Exch Traded Fd Iii shrt dur mng mun shares owned by Envestnet Portfolio Solutions

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

Historical chart of Envestnet Portfolio Solutions 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 Envestnet Portfolio Solutions 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 Envestnet Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.8M 88k 19.84
2023-12-31 $1.7M 87k 19.95

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Total Usd (IUSB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr National Mun Etf (MUB)
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Trust For Professional Man Activepassive Us (APUE)
Ishares Tr Rus Mdcp Val Etf (IWS)
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Envestnet Portfolio Solutions

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

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

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