First Tr Exchange Traded Fd Iii Managed Mun Etf shares owned by HCR Wealth Advisors
Quarter-by-quarter ownership of First Tr Exchange Traded Fd Iii Managed Mun Etf (FMB) shares owned by HCR Wealth Advisors
from 13F filings
Historical chart of HCR Wealth Advisors investment in First Tr Exchange Traded Fd Iii Managed Mun Etf
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Quarterly reported holdings in First Tr Exchange Traded Fd Iii Managed Mun Etf by HCR Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $431k | 8.3k | 51.66 |
| 2023-09-30 | $220k | 4.5k | 48.88 |
| 2023-06-30 | $228k | 4.5k | 50.68 |
| 2023-03-31 | $229k | 4.5k | 50.94 |
| 2022-12-31 | $601k | 12k | 50.11 |
| 2022-09-30 | $585k | 12k | 48.75 |
| 2022-06-30 | $607k | 12k | 50.58 |
| 2022-03-31 | $684k | 13k | 53.02 |
| 2021-12-31 | $994k | 18k | 56.96 |
| 2021-09-30 | $991k | 18k | 56.79 |
| 2021-06-30 | $799k | 14k | 57.28 |
| 2021-03-31 | $1.0M | 19k | 56.42 |
| 2020-12-31 | $939k | 17k | 56.74 |
| 2020-09-30 | $670k | 12k | 55.60 |
| 2020-06-30 | $663k | 12k | 55.02 |
| 2020-03-31 | $652k | 12k | 54.11 |
| 2019-12-31 | $669k | 12k | 55.52 |
| 2019-09-30 | $669k | 12k | 55.52 |
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