Number of Shares
42,436.00
Current Holdings Value*
$2.36 Mil
% of Portfolio
1.21%
Total Estimate Gain
$-185,136.14
% of Total Estimate Gain
-8.06%

3D ASSET MANAGEMENT, INC's First Trust Managed Municipal ETF Holding Summary

As of 2020-09-30, 3D ASSET MANAGEMENT, INC held 42,436.00 shares of First Trust Managed Municipal ETF(FMB), totaling $2.36 Mil. This investment constitutes 1.21% of their stock portfolio, and 3D ASSET MANAGEMENT, INC now holds 0.1% of the outstanding First Trust Managed Municipal ETF(FMB) stock.

The initial trade took place in 2020Q2. And since then 3D ASSET MANAGEMENT, INC has made 2 purchases of FMB, at an average price of $54.12, for a total of 42,436.00 shares. Based on historical transaction data and FMB's current price of $49.76, 3D ASSET MANAGEMENT, INC's estimated gain on his FMB holdings is $-185,136.14, reflecting a -8.06% gain to date.

3D ASSET MANAGEMENT, INC FMB ($49.76) Holding Chart

3D ASSET MANAGEMENT, INC FMB ($49.76) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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