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First Trust Etf Iii ultra sht dur mu shares owned by Envestnet Portfolio Solutions

Quarter-by-quarter ownership of First Trust Etf Iii ultra sht dur mu (FUMB) shares owned by Envestnet Portfolio Solutions from 13F filings

Historical chart of Envestnet Portfolio Solutions investment in First Trust Etf Iii ultra sht dur mu

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All positions including First Trust Etf Iii ultra sht dur mu held by Envestnet Portfolio Solutions 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 Envestnet Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $979k 49k 20.10
2025-06-30 $798k 40k 20.10
2025-03-31 $491k 24k 20.10
2024-12-31 $452k 23k 20.09
2024-09-30 $596k 30k 20.12
2024-06-30 $583k 29k 20.06
2024-03-31 $577k 29k 20.04
2023-12-31 $586k 29k 20.06

More positions owned by Envestnet Portfolio Solutions

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Trust For Professional Man Activepassive Us (APUE)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Trust For Professional Man Activepassive Cr (APCB)
Trust For Professional Man Activepassive Eq (APIE)

View all positions for Envestnet Portfolio Solutions

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