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First Tr Exch Traded Fd Iii shrt dur mng mun shares owned by Francis Financial

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

Historical chart of Francis Financial 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 Francis Financial 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 Francis Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.5M 74k 20.01
2024-06-30 $1.1M 55k 19.77
2024-03-31 $860k 43k 19.84
2023-12-31 $800k 40k 19.95

More positions owned by Francis Financial

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Intermed Term (BIV)
Meta Platforms Cl A (META)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust International (DFSI)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Usd Grn Bond Etf (BGRN)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Admiral Fds Midcp 400 Idx (IVOO)
Ishares Tr Msci Kld400 Soc (DSI)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Ishares Tr Esg Awre 1 5 Yr (SUSB)
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)
Ishares Tr New York Mun Etf (NYF)

View all positions for Francis Financial

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

Raymond James Financial Services Advisors
LPL Financial
PFS Partners
HighTower Advisors
RMR Wealth Builders
UBS Group
TruWealth Advisors
Royal Bank of Canada
Envestnet Asset Management
EnRich Financial Partners
Kestra Advisory Services
Nilsine Partners
Stifel Financial
Mml Investors Services
Condor Capital Management

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