Captrust Financial Advisors »

First Tr Exch Traded Fd Iii muni hi incm etf shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of First Tr Exch Traded Fd Iii muni hi incm etf (FMHI) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in First Tr Exch Traded Fd Iii muni hi incm etf

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exch Traded Fd Iii muni hi incm etf held by Captrust Financial 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 Exch Traded Fd Iii muni hi incm etf by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.1M 22k 47.68
2023-09-30 $1.2M 27k 45.07
2023-06-30 $1.2M 26k 47.10
2022-06-30 $10k 213 46.95
2022-03-31 $116k 2.3k 51.21
2021-12-31 $127k 2.3k 56.10
2021-09-30 $126k 2.3k 55.68
2021-06-30 $116k 2.1k 56.45
2021-03-31 $112k 2.1k 54.50
2020-12-31 $110k 2.1k 53.55
2020-09-30 $106k 2.1k 51.61
2020-06-30 $105k 2.1k 51.12

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard S&p 500 Etf Etf (VOO)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Technology Select Sector Spdr Fund Etf (XLK)
Amazon Stock (AMZN)
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)

View all positions for Captrust Financial Advisors

Top funds holding First Tr Exch Traded Fd Iii muni hi incm etf

Wealth Enhancement Advisory Services
Wells Fargo & Company
Raymond James Financial Services Advisors
Bank of America Corporation
Citigroup
Financial Partners Group
Crumly & Associates
Manhattan West Asset Management
Principle Wealth Partners
EnRich Financial Partners
Advisor Group Holdings
SlateStone Wealth
Raymond James & Associates
Cyndeo Wealth Partners
Private Advisor

View all funds holding First Tr Exch Traded Fd Iii muni hi incm etf