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First Trust Etf Iii ultra sht dur mu shares owned by Core Wealth Partners

Quarter-by-quarter ownership of First Trust Etf Iii ultra sht dur mu (FUMB) shares owned by Core Wealth Partners from 13F filings

Historical chart of Core Wealth Partners investment in First Trust Etf Iii ultra sht dur mu

Tip: Access up to 7 years of quarterly data

All positions including First Trust Etf Iii ultra sht dur mu held by Core Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust Etf Iii ultra sht dur mu by Core Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-03-31 $275k 14k 20.10
2024-12-31 $507k 25k 20.09
2024-09-30 $483k 24k 20.12

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Top funds holding First Trust Etf Iii ultra sht dur mu

Morgan Stanley
LPL Financial
Goss Wealth Management
Wells Fargo & Company
XML Financial
Royal Bank of Canada
Mainsail Financial Group
Raymond James Financial
Advisor Group Holdings
Commonwealth Equity Services
Jpmorgan Chase & Co
UBS Group
Kestra Advisory Services
Insight Inv
J.w. Cole Advisors

View all funds holding First Trust Etf Iii ultra sht dur mu