Lifeworks Advisors »

First Tr Exchange Traded Fd Iii Managed Mun Etf shares owned by Lifeworks Advisors

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

Historical chart of Lifeworks Advisors 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 Lifeworks Advisors 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 Exchange Traded Fd Iii Managed Mun Etf by Lifeworks Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $388k 7.5k 51.66

More positions owned by Lifeworks Advisors

Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Vaneck Merk Gold Tr Gold Trust (OUNZ)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Mbs Etf (MBB)
Johnson & Johnson (JNJ)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Campbell Soup Company (CPB)
Gilead Sciences (GILD)
Merck & Co (MRK)
Otis Worldwide Corp (OTIS)
Microsoft Corporation (MSFT)

View all positions for Lifeworks Advisors

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