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First Tr Exch Traded Fd Iii shrt dur mng mun shares owned by H D Vest Advisory Services

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

Historical chart of H D Vest Advisory Services 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 H D Vest Advisory Services 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 H D Vest Advisory Services

Quarter filed Position value Share count Share price at filing
2025-06-30 $272k 14k 19.91
2025-03-31 $343k 17k 19.87

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View all positions for H D Vest Advisory Services

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

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

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