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First Tr Exch Traded Fd Iii shrt dur mng mun shares owned by Tcfg Wealth Management

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

Historical chart of Tcfg Wealth Management 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 Tcfg Wealth Management 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 Tcfg Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $327k 16k 20.01

More positions owned by Tcfg Wealth Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Angel Oak Funds Trust Oak Ultrashort (UYLD)
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Ea Series Trust Alpha Arch 1-3 (BOXX)
Newmont Mining Corporation (NEM)
Franco-Nevada Corporation (FNV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Chevron Corporation (CVX)
First Tr Exchange-traded Cap Strength Etf (FTCS)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
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Dimensional Etf Trust Global Cr Etf (DGCB)
Visa Com Cl A (V)

View all positions for Tcfg Wealth Management

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
TruWealth Advisors
Royal Bank of Canada
Envestnet Asset Management
EnRich Financial Partners
Kestra Advisory Services
Cetera Investment Advisers
Jane Street
Nilsine Partners
Stifel Financial

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