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First Tr Exch Traded Fd Iii shrt dur mng mun shares owned by Holistic Planning

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

Historical chart of Holistic Planning 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 Holistic Planning 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 Holistic Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $200k 10k 20.05

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

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

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