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

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

Historical chart of Modern 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 Modern Wealth Management 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 Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 72k 20.12
2024-03-31 $1.9M 93k 20.08

More positions owned by Modern Wealth Management

Ishares Tr 0-5 Yr Tips Etf (STIP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Wisdomtree Tr Intrst Rate Hdge (AGZD)
T Rowe Price Etf Cap Appreciation (TCAF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Modern Wealth Management

Top funds holding First Trust Etf Iii ultra sht dur mu

Morgan Stanley
LPL Financial
Goss Wealth Management
Rockefeller Capital Management
Mainsail Financial Group
Royal Bank of Canada
Nilsine Partners
Jpmorgan Chase & Co
Commonwealth Equity Services
Kestra Advisory Services
Advisor Group Holdings
Raymond James Financial Services Advisors
J.w. Cole Advisors
Susquehanna International
Wells Fargo & Company

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