Pathstone Holdings »

First Tr Exch Traded Fd Iii shrt dur mng mun shares owned by Pathstone Holdings

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

Historical chart of Pathstone Holdings 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 Pathstone Holdings 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 Pathstone Holdings

Quarter filed Position value Share count Share price at filing
2024-03-31 $283k 14k 19.84
2023-12-31 $285k 14k 19.95

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View all positions for Pathstone Holdings

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