ALTA WEALTH ADVISORS LLC – First Trust Short Duration Managed Municipal ETF Transaction History
ALTA WEALTH ADVISORS LLC portfolio value:
$931,000
portfolio value
ALTA WEALTH ADVISORS 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 | Increase | +9.78% | 4.25K shares | 65K | $19.5 | 47.75K |
| Q2 2022 | share | Increase | +4.20% | 1.75K shares | 28K | $19.85 | 43.49K |
| Q1 2022 | share | Increase | +19.73% | 6.87K shares | 112K | $20.09 | 41.74K |
| Q4 2021 | share | Increase | +53.17% | 12.10K shares | 251K | $20.86 | 34.86K |
| Q3 2021 | share | Increase | +3.06% | 675 shares | 13K | $20.83 | 22.76K |
| Q2 2021 | share | Increase | +8.87% | 1.8K shares | 40K | $20.81 | 22.08K |
| Q1 2021 | share | Increase | +32.39% | 4.96K shares | 103K | $20.66 | 20.28K |
| Q4 2020 | share | Increase | 0.00% | 15.32K shares | 319K | $20.58 | 15.32K |