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

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

Historical chart of SWMG 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 SWMG 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 SWMG

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.1M 54k 19.95
2023-09-30 $1.4M 74k 19.39
2023-06-30 $1.6M 80k 19.74
2023-03-31 $1.6M 80k 19.88
2022-12-31 $1.6M 80k 19.74

More positions owned by SWMG

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Esg Awr Msci Usa (ESGU)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Mbs Etf (MBB)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for SWMG

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

Raymond James Financial Services Advisors
PFS Partners
RMR Wealth Builders
HighTower Advisors
TruWealth Advisors
Royal Bank of Canada
UBS Group
Advisor Group Holdings
EnRich Financial Partners
Kestra Advisory Services
Orion Portfolio Solutions
Nilsine Partners
Condor Capital Management
Jpmorgan Chase & Co
Mariner Wealth Advisors

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