Modern Wealth Management »

First Tr Exch Traded Fd Iii shrt dur mng mun shares owned by Modern Wealth Management

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

Historical chart of Modern Wealth Management 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 Modern Wealth Management 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 Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $968k 48k 20.01
2024-03-31 $1.1M 54k 19.79

More positions owned by Modern Wealth Management

Ishares Tr 0-5 Yr Tips Etf (STIP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Wisdomtree Tr Intrst Rate Hdge (AGZD)
T Rowe Price Etf Cap Appreciation (TCAF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Modern Wealth Management

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

Morgan Stanley
Raymond James Financial Services Advisors
LPL Financial
HighTower Advisors
RMR Wealth Builders
PFS Partners
TruWealth Advisors
Royal Bank of Canada
Envestnet Asset Management
EnRich Financial Partners
Kestra Advisory Services
Cetera Investment Advisers
Jane Street
Nilsine Partners
Condor Capital Management

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