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First Tr Exch Traded Fd Iii shrt dur mng mun shares owned by Main Line Retirement Advisors

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

Historical chart of Main Line Retirement 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 Main Line Retirement 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 Main Line Retirement Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $208k 11k 19.84
2023-12-31 $208k 10k 19.95
2023-06-30 $203k 10k 19.74

More positions owned by Main Line Retirement Advisors

Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Capital Group Dividend Value Shs Creation Uni (CGDV)
First Tr Sml Cp Core Alpha F Com Shs (FYX)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)
Vanguard Bd Index Fds Long Term Bond (BLV)
Ishares Tr Shrt Nat Mun Etf (SUB)
Toronto Dominion Bk Ont Com New (TD)
J P Morgan Exchange Traded F Equity Premium (JEPI)

View all positions for Main Line Retirement 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