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Stonehaven Wealth & Tax Solutions »

First Tr Exch Traded Fd Iii shrt dur mng mun shares owned by Stonehaven Wealth & Tax Solutions

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

Historical chart of Stonehaven Wealth & Tax Solutions 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 Stonehaven Wealth & Tax Solutions 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 Stonehaven Wealth & Tax Solutions

Quarter filed	Position value	Share count	Share price at filing
2025-12-31	$484k	24k	20.05

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First Tr Exchange-traded Smid Risng Etf (SDVY)

First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)

First Tr Exchange-traded SHS (FVD)

First Tr Exchange-traded Cap Strength Etf (FTCS)

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Ishares Tr 20 Yr Tr Bd Etf (TLT)

Vanguard Index Fds Total Stk Mkt (VTI)

J P Morgan Exchange Traded F Diversfed Rtrn (JPME)

Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)

Global X Fds S&p 500 Catholic (CATH)

View all positions for Stonehaven Wealth & Tax Solutions

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

Goss Wealth Management

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EnRich Financial Partners

Envestnet Asset Management

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

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