INSIGHT WEALTH STRATEGIES, LLC – First Trust Managed Municipal ETF Transaction History
INSIGHT WEALTH STRATEGIES, LLC portfolio value:
$1.75M
portfolio value
INSIGHT WEALTH STRATEGIES, LLC 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 | 0 | $48.72 | 34.59K | |
| Q2 2022 | share | Increase | +0.86% | 294 shares | -69K | $50.61 | 34.59K |
| Q1 2022 | share | Decrease | -5.97% | -2.17K shares | -259K | $53.06 | 34.30K |
| Q4 2021 | share | Increase | +50.53% | 12.24K shares | 703K | $56.97 | 36.48K |
| Q3 2021 | share | Decrease | -5.56% | -1.42K shares | -94K | $56.6 | 24.23K |
| Q2 2021 | share | Decrease | -22.45% | -7.43K shares | -397K | $56.83 | 25.66K |
| Q1 2021 | share | Increase | +7.17% | 2.21K shares | 115K | $55.71 | 33.09K |
| Q4 2020 | share | Increase | +63.56% | 11.99K shares | 702K | $55.72 | 30.87K |
| Q3 2020 | share | Increase | +0.32% | 61 shares | 15K | $54.32 | 18.87K |
| Q2 2020 | share | Increase | +15.09% | 2.46K shares | 151K | $53.44 | 18.81K |
| Q1 2020 | share | Increase | +62.00% | 6.25K shares | 323K | $52.22 | 16.34K |
| Q4 2019 | share | Increase | +0.59% | 59 shares | 4K | $53.35 | 10.09K |
| Q3 2019 | share | Increase | +18.43% | 1.56K shares | 93K | $53.05 | 10.03K |
| Q2 2019 | share | Increase | 0.00% | 8.47K shares | 464K | $51.97 | 8.47K |