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First Tr Exch Traded Fd Iii shrt dur mng mun shares owned by LVZ Advisors

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

Historical chart of LVZ Advisors 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 LVZ Advisors 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 LVZ Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $200k 10k 19.84
2023-12-31 $201k 10k 19.95
2023-09-30 $195k 10k 19.39
2023-06-30 $199k 10k 19.74
2023-03-31 $200k 10k 19.88
2022-12-31 $301k 15k 19.74
2022-09-30 $297k 15k 19.49
2022-06-30 $302k 15k 19.82
2022-03-31 $306k 15k 20.09
2021-12-31 $377k 18k 20.79
2021-09-30 $513k 25k 20.88
2021-06-30 $411k 20k 20.89
2021-03-31 $509k 25k 20.81
2020-12-31 $509k 25k 20.81
2020-09-30 $505k 25k 20.65
2020-06-30 $502k 25k 20.52
2020-03-31 $492k 25k 20.11
2019-06-30 $201k 9.8k 20.43

More positions owned by LVZ Advisors

First Tr Exchange-traded Smid Risng Etf (SDVY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Us Aggbd Et (AGG)
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)
Ishares Tr Core S&p500 Etf (IVV)
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Core Fixed Incom (DFCF)

View all positions for LVZ Advisors

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

Raymond James Financial Services Advisors
PFS Partners
RMR Wealth Builders
HighTower Advisors
TruWealth Advisors
Royal Bank of Canada
UBS Group
Advisor Group Holdings
EnRich Financial Partners
Kestra Advisory Services
Orion Portfolio Solutions
Nilsine Partners
Condor Capital Management
Jpmorgan Chase & Co
Mariner Wealth Advisors

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