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

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

Historical chart of GeoWealth 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 GeoWealth 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 GeoWealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $482k 24k 19.99

More positions owned by GeoWealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Univrsl Usd (IUSB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Index Shs Fds State Street Spd (SPDW)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Index Fds Extend Mkt Etf (VXF)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Core Intl Aggr (IAGG)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Pimco Etf Tr Multisector Bd (PYLD)
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)

View all positions for GeoWealth Management

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

Morgan Stanley
LPL Financial
RMR Wealth Builders
HighTower Advisors
CI Private Wealth
Commonwealth Equity Services
UBS Group
Warren Averett Asset Management
PFS Partners
TruWealth Advisors
Raymond James Financial
Vaquero Private Wealth
Cetera Investment Advisers
Rockefeller Capital Management
XML Financial

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