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
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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 |
|---|---|---|---|
| 2025-09-30 | $470k | 23k | 20.08 |
| 2025-06-30 | $456k | 23k | 19.91 |
| 2025-03-31 | $455k | 23k | 19.87 |
| 2024-12-31 | $453k | 23k | 19.84 |
| 2024-09-30 | $347k | 17k | 20.01 |
| 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 |
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