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First Trust Etf Iii ultra sht dur mu shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of First Trust Etf Iii ultra sht dur mu (FUMB) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark Financial Group 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 Pensionmark Financial Group 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 Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $324k 16k 20.10
2025-06-30 $289k 14k 20.10
2025-03-31 $280k 14k 20.10
2024-12-31 $282k 14k 20.09

More positions owned by Pensionmark Financial Group

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
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Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Bd Index Fds Short Trm Bond (BSV)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Church & Dwight (CHD)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Pensionmark Financial Group

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