HCR WEALTH ADVISORS – First Trust Managed Municipal ETF Transaction History
HCR WEALTH ADVISORS portfolio value:
$585,000
portfolio value
HCR WEALTH ADVISORS quarter portfolio value change:
-3.73%
quarter
First Trust Managed Municipal ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -22K | $48.72 | 12K | |
| Q2 2022 | share | Decrease | -6.98% | -900 shares | -77K | $50.61 | 12K |
| Q1 2022 | share | Decrease | -26.07% | -4.55K shares | -310K | $53.06 | 12.9K |
| Q4 2021 | share | 0.00% | 0 shares | 3K | $56.97 | 17.45K | |
| Q3 2021 | share | Increase | +25.09% | 3.5K shares | 192K | $56.6 | 17.45K |
| Q2 2021 | share | Decrease | -24.39% | -4.5K shares | -242K | $56.83 | 13.95K |
| Q1 2021 | share | Increase | +11.48% | 1.9K shares | 102K | $55.71 | 18.45K |
| Q4 2020 | share | Increase | +37.34% | 4.5K shares | 269K | $55.72 | 16.55K |
| Q3 2020 | share | 0.00% | 0 shares | 7K | $54.32 | 12.05K | |
| Q2 2020 | share | 0.00% | 0 shares | 11K | $53.44 | 12.05K | |
| Q1 2020 | share | 0.00% | 0 shares | -17K | $52.22 | 12.05K | |
| Q4 2019 | share | 0.00% | 0 shares | 0 | $53.35 | 12.05K | |
| Q3 2019 | share | Increase | 0.00% | 12.05K shares | 669K | $53.05 | 12.05K |