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First Tr Exchange Traded Fd Iii Managed Mun Etf shares owned by BerganKDV Wealth Management

Quarter-by-quarter ownership of First Tr Exchange Traded Fd Iii Managed Mun Etf (FMB) shares owned by BerganKDV Wealth Management from 13F filings

Historical chart of BerganKDV Wealth Management investment in First Tr Exchange Traded Fd Iii Managed Mun Etf

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange Traded Fd Iii Managed Mun Etf held by BerganKDV Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchange Traded Fd Iii Managed Mun Etf by BerganKDV Wealth Management

Quarter filed Position value Share count Share price at filing
2023-06-30 $821k 16k 50.68
2023-03-31 $831k 16k 50.94
2022-12-31 $480k 9.6k 50.11
2022-09-30 $787k 16k 48.71
2022-06-30 $846k 17k 50.63
2022-03-31 $923k 17k 53.08
2021-12-31 $944k 17k 57.01
2021-09-30 $777k 14k 56.77
2021-06-30 $697k 12k 57.24
2021-03-31 $707k 13k 56.43
2020-12-31 $662k 12k 56.73
2020-09-30 $631k 11k 55.59
2020-06-30 $603k 11k 54.98
2020-03-31 $525k 9.7k 54.12
2019-12-31 $564k 10k 55.58
2019-09-30 $508k 9.2k 55.51
2019-06-30 $505k 9.2k 54.79
2019-03-31 $362k 6.7k 53.88
2018-12-31 $235k 4.5k 52.70
2018-09-30 $511k 9.8k 52.20
2018-06-30 $681k 13k 52.68
2018-03-31 $599k 11k 52.56
2017-12-31 $490k 9.2k 53.53
2017-09-30 $463k 8.7k 53.21
2017-06-30 $459k 8.7k 52.75
2017-03-31 $448k 8.6k 51.82
2016-12-31 $406k 7.9k 51.17
2016-09-30 $653k 12k 53.96
2016-06-30 $210k 3.9k 53.87

More positions owned by BerganKDV Wealth Management

Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Mbs Etf (MBB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for BerganKDV Wealth Management

Top funds holding First Tr Exchange Traded Fd Iii Managed Mun Etf

Wells Fargo & Company
UBS Group
Bank of America Corporation
Honkamp Krueger Financial Services
Sequoia Financial Advisors
Raymond James Financial Services Advisors
Congress Wealth Management LLC / DE /
Royal Bank of Canada
Advisor Group Holdings
Miracle Mile Advisors
Jpmorgan Chase & Co
H D Vest Advisory Services
Raymond James & Associates
Commonwealth Equity Services
Branch Banking & Trust Company

View all funds holding First Tr Exchange Traded Fd Iii Managed Mun Etf