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First Trust Etf Iii ultra sht dur mu shares owned by Opal Wealth Advisors

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

Historical chart of Opal Wealth Advisors 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 Opal Wealth Advisors 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 Opal Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $58k 2.9k 20.10
2025-03-31 $85k 4.2k 20.10
2024-12-31 $246k 12k 20.09
2024-06-30 $173k 8.6k 20.06

More positions owned by Opal Wealth Advisors

Putnam Etf Trust Focused Lar Cap (PVAL)
Legg Mason Etf Invt Clearbridge Lrg (LRGE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Select Sector Spdr Tr Indl (XLI)
Nuveen Churchill Direct Lend Com Shs (NCDL)
Spdr Index Shs Fds Msci Acwi Exus (CWI)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
NVIDIA Corporation (NVDA)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)

View all positions for Opal Wealth Advisors

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