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First Tr Exchange Traded Fd Iii Managed Mun Etf shares owned by Summit Financial

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

Historical chart of Summit Financial 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 Summit Financial 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 Summit Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.1M 99k 51.14
2025-09-30 $5.0M 98k 50.70

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Summit Financial

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

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

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