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

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

Historical chart of Geneos 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 Geneos 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 Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.2k 213 19.95
2022-06-30 $19k 1.0k 19.00
2022-03-31 $20k 1.0k 20.00
2021-12-31 $20k 1.0k 20.00

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Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core 1 5 Yr Usd (ISTB)

View all positions for Geneos Wealth Management

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

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HighTower Advisors
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Royal Bank of Canada
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EnRich Financial Partners
Kestra Advisory Services
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Nilsine Partners
Condor Capital Management
Jpmorgan Chase & Co
Mariner Wealth Advisors

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