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

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

Historical chart of Summit Financial investment in First Tr Exch Traded Fd Iii shrt dur mng mun

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All positions including First Tr Exch Traded Fd Iii shrt dur mng mun held by Summit Financial 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 Summit Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 57k 20.08

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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