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

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

Historical chart of GoalVest Advisory 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 GoalVest Advisory 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 GoalVest Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $10k 516 20.01

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

Morgan Stanley
Raymond James Financial Services Advisors
LPL Financial
HighTower Advisors
RMR Wealth Builders
PFS Partners
TruWealth Advisors
Royal Bank of Canada
Envestnet Asset Management
EnRich Financial Partners
Kestra Advisory Services
Cetera Investment Advisers
Nilsine Partners
Mml Investors Services
Condor Capital Management

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