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First Tr Exch Traded Fd Iii shrt dur mng mun shares owned by BlackDiamond Wealth Management

Quarter-by-quarter ownership of First Tr Exch Traded Fd Iii shrt dur mng mun (FSMB) shares owned by BlackDiamond Wealth Management from 13F filings

Historical chart of BlackDiamond Wealth Management investment in First Tr Exch Traded Fd Iii shrt dur mng mun

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exch Traded Fd Iii shrt dur mng mun held by BlackDiamond Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exch Traded Fd Iii shrt dur mng mun by BlackDiamond Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $227k 11k 19.95

More positions owned by BlackDiamond Wealth Management

Wisdomtree Tr Floatng Rat Trea (USFR)
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Ishares Tr Core S&p Ttl Stk (ITOT)
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Apple (AAPL)
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Blackrock Etf Trust Us Eqt Factor (DYNF)
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Capital Grp Fixed Incm Etf T Short Duration (CGSD)
Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Ishares Tr Eafe Grwth Etf (EFG)
Costco Wholesale Corporation (COST)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Strategic Trust Running Gwth Etf (RUNN)

View all positions for BlackDiamond Wealth Management

Top funds holding First Tr Exch Traded Fd Iii shrt dur mng mun

Morgan Stanley
Raymond James Financial Services Advisors
LPL Financial
HighTower Advisors
RMR Wealth Builders
PFS Partners
TruWealth Advisors
Royal Bank of Canada
Envestnet Asset Management
EnRich Financial Partners
Kestra Advisory Services
Cetera Investment Advisers
Nilsine Partners
Mml Investors Services
Condor Capital Management

View all funds holding First Tr Exch Traded Fd Iii shrt dur mng mun