First Trust Advisors
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First Trust Advisors’s Nuveen Municipal Income NMI Stock Holding History

First Trust Advisors’s Portfolio NMI Stock Details NMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-14,271
Closed -$131K – 2386
2023
Q4 		$131K Sell
14,271
-7,553
-35% -$66.2K ﹤0.01% 2319
2023
Q3 		$188K Sell
21,824
-2,380
-10% -$22.1K ﹤0.01% 2298
2023
Q2 		$228K Sell
24,204
-3,485
-13% -$33.1K ﹤0.01% 2284
2023
Q1 		$259K Buy
27,689
+6,281
+29% +$59.6K ﹤0.01% 2266
2022
Q4 		$201K Buy
+21,408
New +$191K ﹤0.01% 2370

Other funds holding NMI

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $236M AUM 28.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

First Trust Advisors's NMI Position: Q1 2024 in Review

First Trust Advisors sold out of Nuveen Municipal Income (NMI) in Q1 2024, closing a stake of 14,271 shares — an estimated $131K sold.

First Trust Advisors first reported a position in NMI in Q4 2022 and held it in 5 quarters. The position peaked at $259K in Q1 2023. 24 funds tracked by Wall St. Rank hold NMI as of Q1 2024.

  • First Trust Advisors reported no remaining Nuveen Municipal Income position as of Q1 2024 after selling out during the quarter.
  • First Trust Advisors sold 14,271 Nuveen Municipal Income shares in Q1 2024, an estimated $131K.
  • First Trust Advisors first reported a position in Nuveen Municipal Income in Q4 2022 and held it in 5 quarters.
  • First Trust Advisors's Nuveen Municipal Income position peaked at $259K in Q1 2023.
  • 24 funds tracked by Wall St. Rank held Nuveen Municipal Income as of Q1 2024.

Based on First Trust Advisors's 13F filing for Q1 2024, filed 13 May 2024.