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First Tr Exch Traded Fd Iii shrt dur mng mun shares owned by Independent Advisor Alliance

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

Historical chart of Independent Advisor Alliance 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 Independent Advisor Alliance 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 Independent Advisor Alliance

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.7M 86k 19.96
2024-12-31 $1.7M 88k 19.84

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

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

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