Golden State Wealth Management »

First Trust Etf Iii ultra sht dur mu shares owned by Golden State Wealth Management

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

Historical chart of Golden State Wealth Management 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 Golden State Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Trust Etf Iii ultra sht dur mu by Golden State Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $32k 1.6k 20.10
2025-06-30 $32k 1.6k 20.10
2025-03-31 $32k 1.6k 20.10
2024-12-31 $23k 1.2k 20.09

More positions owned by Golden State Wealth Management

Ishares Core MF Closed and MF Open (IVV)
SPDR S&P MF Closed and MF Open (SPY)
Apple Common Stock (AAPL)
Ishares Core MF Closed and MF Open (AGG)
Nvidia Corp Common Stock (NVDA)
First Trust MF Closed and MF Open (FVD)
Invesco Qqq MF Closed and MF Open (QQQ)
Amazon Common Stock (AMZN)
Alphabet Common Stock (GOOGL)
Harbor Long MF Closed and MF Open (WINN)
American Century MF Closed and MF Open (QGRO)
Microsoft Corp Common Stock (MSFT)
Principal Us MF Closed and MF Open (USMC)
Spdr Aggregate MF Closed and MF Open (SPAB)
First Trust MF Closed and MF Open (RDVY)

View all positions for Golden State Wealth Management

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