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ACT Advisors’s First Trust Municipal High Income ETF FMHI Stock Holding History

ACT Advisors’s Portfolio FMHI Stock Details FMHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-20,993
Closed -$953K – 38
2022
Q3 		$953K Buy
20,993
+306
+1% +$14.7K 0.66% 13
2022
Q2 		$983K Buy
+20,687
New +$1.01M 0.72% 10

Other funds holding FMHI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return

ACT Advisors's FMHI Position: Q4 2022 in Review

ACT Advisors sold out of First Trust Municipal High Income ETF (FMHI) in Q4 2022, closing a stake of 20,993 shares — an estimated $953K sold.

ACT Advisors first reported a position in FMHI in Q2 2022 and held it in 2 quarters. The position peaked at $983K in Q2 2022. 105 funds tracked by Wall St. Rank hold FMHI as of Q4 2022.

  • ACT Advisors reported no remaining First Trust Municipal High Income ETF position as of Q4 2022 after selling out during the quarter.
  • ACT Advisors sold 20,993 First Trust Municipal High Income ETF shares in Q4 2022, an estimated $953K.
  • ACT Advisors first reported a position in First Trust Municipal High Income ETF in Q2 2022 and held it in 2 quarters.
  • ACT Advisors's First Trust Municipal High Income ETF position peaked at $983K in Q2 2022.
  • 105 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q4 2022.

Based on ACT Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.