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First Trust Etf Iii ultra sht dur mu shares owned by Thomas J. Herzfeld Advisors

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

Historical chart of Thomas J. Herzfeld Advisors 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 Thomas J. Herzfeld 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 Thomas J. Herzfeld Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.2M 110k 20.05
2021-12-31 $1.6M 80k 20.16
2021-09-30 $1.6M 79k 20.17

More positions owned by Thomas J. Herzfeld Advisors

FS Specialty Lending Fund Com Sh Ben Int (FSSL)
PIMCO Dynamic Income Strategy Fund Com Sh Ben Int (PDX)
Fs Global Cr Opportunitie Fda (FSCO)
Highland Floating Rate Opportunities Fund Shs Ben Int (HFRO)
Herzfeld Caribbean Basin (HERZ)
ProShares TR Shrt High Yield (SJB)
Guggenheim Strategic Opp Fund Com Sbi (GOF)
Saba Capital Income & Opport Shs New (BRW)
ProShares UltraShort S&P500 Ultrashrt S&p500 (SDS)
ASA Gold and Precious Metals SHS (ASA)
Saba Capital Income & Opportun (SABA)
PIMCO Access Income Fund Shs Benfin Int (PAXS)
Bluerock Pvt Real Estate (BPRE)
Duff & Phelps Global (DPG)
Simplify Exchange Traded Fun Simplify Interst (PFIX)

View all positions for Thomas J. Herzfeld Advisors

Top funds holding First Trust Etf Iii ultra sht dur mu

LPL Financial
Morgan Stanley
Wells Fargo & Company
XML Financial
Royal Bank of Canada
Commonwealth Equity Services
Goss Wealth Management
Raymond James Financial
Gateway Wealth Partners
Advisor Group Holdings
UBS Group
J.w. Cole Advisors
Kestra Private Wealth Services
Rockefeller Capital Management
Kestra Advisory Services

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