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Coppell Advisory Solutions Corp’s First Trust Managed Municipal ETF FMB Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio FMB Stock Details FMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-30
Closed -$1.5K – 521
2022
Q4 		$1.5K Buy
+30
New +$1.49K ﹤0.01% 894

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CWM
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APP
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SFA
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RJFSA
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Coppell Advisory Solutions Corp's FMB Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of First Trust Managed Municipal ETF (FMB) in Q1 2023, closing a stake of 30 shares — an estimated $1.5K sold.

Coppell Advisory Solutions Corp first reported a position in FMB in Q4 2022 and held it in 1 quarter. The position peaked at $1.5K in Q4 2022. 274 funds tracked by Wall St. Rank hold FMB as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining First Trust Managed Municipal ETF position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 30 First Trust Managed Municipal ETF shares in Q1 2023, an estimated $1.5K.
  • Coppell Advisory Solutions Corp first reported a position in First Trust Managed Municipal ETF in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's First Trust Managed Municipal ETF position peaked at $1.5K in Q4 2022.
  • 274 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.