BlackDiamond Wealth Management’s First Trust New York Municipal High Income ETF FMNY Stock Holding History

BlackDiamond Wealth Management’s Portfolio FMNY Stock Details FMNY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-9,081	Closed	-$243K	–	131
2023 Q2	$243K	Buy	9,081 +73	+0.8%	+$1.95K	0.21%	108
2023 Q1	$241K	Buy	9,008 +70	+0.8%	+$1.87K	0.25%	99
2022 Q4	$240K	Buy	8,938 +825	+10%	+$21.4K	0.27%	94
2022 Q3	$204K	Buy	+8,113	New	+$216K	0.25%	100

Other funds holding FMNY

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SFG

Socha Financial Group Corning, New York $246M AUM 33.12% 1-Year Est. Return

OAJ

Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return

PTP

Platform Technology Partners New York $611M AUM 25.5% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackDiamond Wealth Management's FMNY Position: Q3 2023 in Review

BlackDiamond Wealth Management sold out of First Trust New York Municipal High Income ETF (FMNY) in Q3 2023, closing a stake of 9,081 shares — an estimated $243K sold.

BlackDiamond Wealth Management first reported a position in FMNY in Q3 2022 and held it in 4 quarters. The position peaked at $243K in Q2 2023. 7 funds tracked by Wall St. Rank hold FMNY as of Q3 2023.

BlackDiamond Wealth Management reported no remaining First Trust New York Municipal High Income ETF position as of Q3 2023 after selling out during the quarter.
BlackDiamond Wealth Management sold 9,081 First Trust New York Municipal High Income ETF shares in Q3 2023, an estimated $243K.
BlackDiamond Wealth Management first reported a position in First Trust New York Municipal High Income ETF in Q3 2022 and held it in 4 quarters.
BlackDiamond Wealth Management's First Trust New York Municipal High Income ETF position peaked at $243K in Q2 2023.
7 funds tracked by Wall St. Rank held First Trust New York Municipal High Income ETF as of Q3 2023.

Based on BlackDiamond Wealth Management's 13F filing for Q3 2023, filed 1 Nov 2023.