Naples Global Advisors »

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

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

Historical chart of Naples Global 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 Naples Global Advisors 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 Naples Global Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $268k 14k 19.84
2023-12-31 $269k 14k 19.95

More positions owned by Naples Global Advisors

Apple (AAPL)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Large Cap Etf (VV)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
JPMorgan Chase & Co. (JPM)
Home Depot (HD)
Merck & Co (MRK)
Eli Lilly & Co. (LLY)
Ishares Tr Core S&p Mcp Etf (IJH)
Amgen (AMGN)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)

View all positions for Naples Global 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