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First Tr Exch Traded Fd Iii shrt dur mng mun shares owned by Francis Financial

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

Historical chart of Francis Financial 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 Francis Financial 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 Francis Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $860k 43k 19.84
2023-12-31 $800k 40k 19.95

More positions owned by Francis Financial

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Meta Platforms Cl A (META)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust International (DFSI)
Ishares Tr Usd Grn Bond Etf (BGRN)
Ishares Tr Msci Kld400 Soc (DSI)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Ishares Tr Esg Awre 1 5 Yr (SUSB)
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)
Ishares Tr New York Mun Etf (NYF)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Ishares Tr Esg Adv Invt Gra (ELQD)

View all positions for Francis Financial

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