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First Tr Exch Traded Fd Iii shrt dur mng mun shares owned by Pensionmark Financial Group

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

Historical chart of Pensionmark Financial Group 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 Pensionmark Financial Group 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 Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $490k 24k 20.08
2025-06-30 $469k 24k 19.91
2025-03-31 $470k 24k 19.87
2024-12-31 $476k 24k 19.84

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View all positions for Pensionmark Financial Group

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

Morgan Stanley
LPL Financial
CI Private Wealth
RMR Wealth Builders
HighTower Advisors
PFS Partners
UBS Group
TruWealth Advisors
Royal Bank of Canada
Goss Wealth Management
Raymond James Financial
Wells Fargo & Company
Rockefeller Capital Management
EnRich Financial Partners
Envestnet Asset Management

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