PRINCIPLE WEALTH PARTNERS LLC – First Trust Short Duration Managed Municipal ETF Transaction History
PRINCIPLE WEALTH PARTNERS LLC portfolio value:
$2.98M
portfolio value
PRINCIPLE WEALTH PARTNERS LLC quarter portfolio value change:
-1.79%
quarter
First Trust Short Duration Managed Municipal ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -24.24% | -48.91K shares | -1.02M | $19.5 | 152.89K |
| Q2 2022 | share | Decrease | -23.74% | -62.83K shares | -1.30M | $19.85 | 201.81K |
| Q1 2022 | share | Decrease | -7.72% | -22.14K shares | -653K | $20.09 | 264.64K |
| Q4 2021 | share | Increase | +7.46% | 19.91K shares | 398K | $20.86 | 286.79K |
| Q3 2021 | share | Increase | +21.17% | 46.62K shares | 965K | $20.83 | 266.87K |
| Q2 2021 | share | Increase | +32.30% | 53.77K shares | 1.14M | $20.81 | 220.25K |
| Q1 2021 | share | Increase | +50.90% | 56.15K shares | 1.16M | $20.66 | 166.48K |
| Q4 2020 | share | Increase | +69.32% | 45.16K shares | 950K | $20.58 | 110.32K |
| Q3 2020 | share | Increase | +227.36% | 45.25K shares | 938K | $20.35 | 65.15K |
| Q2 2020 | share | Increase | +0.12% | 24 shares | 8K | $20.13 | 19.90K |
| Q1 2020 | share | Increase | 0.00% | 19.88K shares | 400K | $19.62 | 19.88K |