Certified Advisory Corp »

First Tr Exch Traded Fd Iii shrt dur mng mun shares owned by Certified Advisory Corp

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

Historical chart of Certified Advisory Corp 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 Certified Advisory Corp 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 shrt dur mng mun by Certified Advisory Corp

Quarter filed Position value Share count Share price at filing
2025-12-31 $249k 12k 20.05
2025-09-30 $249k 12k 20.08

More positions owned by Certified Advisory Corp

Vanguard Index Fds Growth Etf (VUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Fundamental Us L (FNDX)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
J P Morgan Exchange Traded F Income Etf (JPIE)
Apple (AAPL)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Conv Bd Etf (ICVT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Schwab Strategic Tr Fundamental Intl (FNDF)

View all positions for Certified Advisory Corp

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

LPL Financial
CI Private Wealth
RMR Wealth Builders
HighTower Advisors
PFS Partners
UBS Group
TruWealth Advisors
Goss Wealth Management
Rockefeller Capital Management
Wells Fargo & Company
Raymond James Financial
Royal Bank of Canada
EnRich Financial Partners
Envestnet Asset Management
Advisor Group Holdings

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