Simplicity Wealth »

First Tr Exch Traded Fd Iii shrt dur mng mun shares owned by Simplicity Wealth

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

Historical chart of Simplicity Wealth 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 Simplicity Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Tr Exch Traded Fd Iii shrt dur mng mun by Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $362k 18k 19.84

More positions owned by Simplicity Wealth

Vanguard Index Fds Large Cap Etf (VV)
Sprott Physical Gold & Silve Tr Unit (CEF)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Sprott Physical Gold Tr Unit (PHYS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Amazon (AMZN)

View all positions for Simplicity Wealth

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