Legacy Wealth Managment »

First Tr Exch Traded Fd Iii shrt dur mng mun shares owned by Legacy Wealth Managment

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

Historical chart of Legacy Wealth Managment 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 Legacy Wealth Managment consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Tr Exch Traded Fd Iii shrt dur mng mun by Legacy Wealth Managment

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.9k 296 20.05

More positions owned by Legacy Wealth Managment

Streamex Corp Call Call Option (Principal) (STEX)
NeoVo (NEOV)
Simplify Exchange Traded Fun Ancorato Target (XXV)
Ishares Tr Ultra Short Dur (ICSH)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Spdr Series Trust State Street Spd (BIL)
First Tr Exchng Traded Fd Vi Vest Buffered (BUFT)
Oracle Corporation (ORCL)
First Tr Exchange-traded First Tr Enh New (FTSM)
Eagle Pt Cr (ECC)
Fs Kkr Capital Corp (FSK)
Proshares Tr Bitcoin Etf (BITO)
Simplify Exchange Traded Fun Gold Strategy Pl (YGLD)

View all positions for Legacy Wealth Managment

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
Raymond James Financial
Royal Bank of Canada
EnRich Financial Partners
Envestnet Asset Management
Advisor Group Holdings

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