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First Tr Exch Traded Fd Iii shrt dur mng mun shares owned by Brian McDonald

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

Historical chart of Brian McDonald investment in First Tr Exch Traded Fd Iii shrt dur mng mun

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All positions including First Tr Exch Traded Fd Iii shrt dur mng mun held by Brian McDonald 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 Brian McDonald

Quarter filed Position value Share count Share price at filing
2024-06-30 $411k 21k 19.77
2024-03-31 $449k 23k 19.84
2023-09-30 $694k 36k 19.39

More positions owned by Brian McDonald

Lilly Eli & Co Common (LLY)
Microsoft Corp Common (MSFT)
Apple Common (AAPL)
Nvidia Corp Common (NVDA)
Ishares Tr Tr-s&p 500 Index Common (IVV)
Amazon Common (AMZN)
Spdr S&p 500 Etf Trust Common (SPY)
Alphabet Inc Cl A Common (GOOGL)
Jpmorgan Chase & Co Common (JPM)
Ishares Tr Russell 1000 Growth Common (IWF)
Facebook Common (META)
Alphabet Inc Cl C Common (GOOG)
Home Depot Common (HD)
Ishares Tr 1000 Etf Common (IWB)
Exxon Mobil Corporation Common (XOM)

View all positions for Brian McDonald

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

Morgan Stanley
LPL Financial
Raymond James Financial Services Advisors
HighTower Advisors
RMR Wealth Builders
PFS Partners
UBS Group
TruWealth Advisors
Royal Bank of Canada
Envestnet Asset Management
EnRich Financial Partners
Kestra Advisory Services
Cetera Investment Advisers
Jane Street
Nilsine Partners

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