Sontag Advisory »

First Tr Exchange Traded Fd Iii Managed Mun Etf shares owned by Sontag Advisory

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

Historical chart of Sontag Advisory 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 Sontag Advisory 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 Sontag Advisory

Quarter filed Position value Share count Share price at filing
2026-06-30 $13M 245k 51.37

More positions owned by Sontag Advisory

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr Series Trust St Str P500etf (SPYM)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Sontag Advisory

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

Morgan Stanley
LPL Financial
Wells Fargo & Company
Bank of America Corporation
UBS Group
Raymond James Financial
Advisor Group Holdings
Honkamp Krueger Financial Services
Resources Investment Advisors
Janney Montgomery Scott
Goss Wealth Management
Royal Bank of Canada
Branch Banking & Trust Company
Cetera Investment Advisers
RMR Wealth Builders

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