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

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

Historical chart of Summit Wealth Partners 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 Summit Wealth Partners 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 Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $343k 17k 19.77
2024-03-31 $315k 16k 19.84
2023-12-31 $317k 16k 19.95
2023-09-30 $296k 15k 19.39

More positions owned by Summit Wealth Partners

Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core Us Aggbd Et (AGG)
Brown & Brown (BRO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Msci Usa Min Vol (USMV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Summit Wealth Partners

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

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

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