First Trust Advisors’s Nuveen Dynamic Municipal Opportunities Fund NDMO Stock Holding History

First Trust Advisors’s Portfolio NDMO Stock Details NDMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-21,157	Closed	-$210K	–	2436
2022 Q4	$210K	Sell	21,157 -5,670	-21%	-$57.5K	﹤0.01%	2365
2022 Q3	$276K	Sell	26,827 -5,852	-18%	-$67.2K	﹤0.01%	2344
2022 Q2	$363K	Sell	32,679 -37,329	-53%	-$434K	﹤0.01%	2270
2022 Q1	$918K	Sell	70,008 -9,432	-12%	-$137K	﹤0.01%	2073
2021 Q4	$1.32M	Buy	79,440 +13,995	+21%	+$221K	﹤0.01%	1958
2021 Q3	$1.05M	Buy	65,445 +11,133	+20%	+$189K	﹤0.01%	2012
2021 Q2	$916K	Buy	54,312 +18,070	+50%	+$298K	﹤0.01%	2083
2021 Q1	$585K	Buy	+36,242	New	+$574K	﹤0.01%	2163

Other funds holding NDMO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

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

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

First Trust Advisors's NDMO Position: Q1 2023 in Review

First Trust Advisors sold out of Nuveen Dynamic Municipal Opportunities Fund (NDMO) in Q1 2023, closing a stake of 21,157 shares — an estimated $210K sold.

First Trust Advisors first reported a position in NDMO in Q1 2021 and held it in 8 quarters. The position peaked at $1.32M in Q4 2021. 48 funds tracked by Wall St. Rank hold NDMO as of Q1 2023.

First Trust Advisors reported no remaining Nuveen Dynamic Municipal Opportunities Fund position as of Q1 2023 after selling out during the quarter.
First Trust Advisors sold 21,157 Nuveen Dynamic Municipal Opportunities Fund shares in Q1 2023, an estimated $210K.
First Trust Advisors first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q1 2021 and held it in 8 quarters.
First Trust Advisors's Nuveen Dynamic Municipal Opportunities Fund position peaked at $1.32M in Q4 2021.
48 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q1 2023.

Based on First Trust Advisors's 13F filing for Q1 2023, filed 15 May 2023.