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Apollon Wealth Management’s First Trust Municipal High Income ETF FMHI Stock Holding History

Apollon Wealth Management’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
2020
Q3 		– Sell
-1,184
Closed -$60K – 342
2020
Q2 		$60K Buy
+1,184
New +$58K 0.03% 222

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Bank of America
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GSC
G&S Capital Denver, Colorado $345M AUM 32.53% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Apollon Wealth Management's FMHI Position: Q3 2020 in Review

Apollon Wealth Management sold out of First Trust Municipal High Income ETF (FMHI) in Q3 2020, closing a stake of 1,184 shares — an estimated $60K sold.

Apollon Wealth Management first reported a position in FMHI in Q2 2020 and held it in 1 quarter. The position peaked at $60K in Q2 2020. 54 funds tracked by Wall St. Rank hold FMHI as of Q3 2020.

  • Apollon Wealth Management reported no remaining First Trust Municipal High Income ETF position as of Q3 2020 after selling out during the quarter.
  • Apollon Wealth Management sold 1,184 First Trust Municipal High Income ETF shares in Q3 2020, an estimated $60K.
  • Apollon Wealth Management first reported a position in First Trust Municipal High Income ETF in Q2 2020 and held it in 1 quarter.
  • Apollon Wealth Management's First Trust Municipal High Income ETF position peaked at $60K in Q2 2020.
  • 54 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q3 2020.

Based on Apollon Wealth Management's 13F filing for Q3 2020, filed 3 Nov 2020.