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New Perspectives Inc’s First Trust Managed Municipal ETF FMB Stock Holding History

New Perspectives Inc’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
2024
Q2 		– Sell
-6,644
Closed -$341K – 32
2024
Q1 		$341K Buy
+6,644
New +$342K 0.19% 20

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UBS Group
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SFA
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APP
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RJFSA
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CWM
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Royal Bank of Canada
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New Perspectives Inc's FMB Position: Q2 2024 in Review

New Perspectives Inc sold out of First Trust Managed Municipal ETF (FMB) in Q2 2024, closing a stake of 6,644 shares — an estimated $341K sold.

New Perspectives Inc first reported a position in FMB in Q1 2024 and held it in 1 quarter. The position peaked at $341K in Q1 2024. 297 funds tracked by Wall St. Rank hold FMB as of Q2 2024.

  • New Perspectives Inc reported no remaining First Trust Managed Municipal ETF position as of Q2 2024 after selling out during the quarter.
  • New Perspectives Inc sold 6,644 First Trust Managed Municipal ETF shares in Q2 2024, an estimated $341K.
  • New Perspectives Inc first reported a position in First Trust Managed Municipal ETF in Q1 2024 and held it in 1 quarter.
  • New Perspectives Inc's First Trust Managed Municipal ETF position peaked at $341K in Q1 2024.
  • 297 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2024.

Based on New Perspectives Inc's 13F filing for Q2 2024, filed 17 Jul 2024.