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

Atlas Private 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
2023 Q4	–	Sell	-23,852	Closed	-$1.08M	–	120
2023 Q3	$1.08M	Sell	23,852 -1,432	-6%	-$66.7K	0.58%	62
2023 Q2	$1.19M	Sell	25,284 -635	-2%	-$29.8K	0.63%	60
2023 Q1	$1.22M	Sell	25,919 -141	-0.5%	-$6.63K	0.73%	46
2022 Q4	$1.21M	Buy	26,060 +1,580	+6%	+$72.5K	0.56%	41
2022 Q3	$1.11M	Buy	24,480 +6	+0%	+$288	0.8%	40
2022 Q2	$1.16M	Buy	24,474 +1,317	+6%	+$64.1K	0.79%	39
2022 Q1	$1.19M	Buy	23,157 +38	+0.2%	+$2.04K	0.69%	48
2021 Q4	$1.3M	Sell	23,119 -4,452	-16%	-$249K	0.72%	43
2021 Q3	$1.54M	Buy	27,571 +626	+2%	+$35.4K	0.94%	35
2021 Q2	$1.51M	Buy	26,945 +1,295	+5%	+$72K	0.93%	35
2021 Q1	$1.4M	Buy	25,650 +4,390	+21%	+$239K	0.89%	33
2020 Q4	$1.14M	Buy	21,260 +3,860	+22%	+$203K	0.81%	39
2020 Q3	$900K	Buy	17,400 +6,000	+53%	+$311K	0.7%	44
2020 Q2	$579K	Hold	11,400	–	–	0.47%	64
2020 Q1	$560K	Hold	11,400	–	–	0.52%	54
2019 Q4	$608K	Buy	+11,400	New	+$607K	0.47%	64

Other funds holding FMHI

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

FPGK

Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

MWAM

Manhattan West Asset Management Los Angeles, California $511M AUM 18.81% 1-Year Est. Return

Atlas Private Wealth Management's FMHI Position: Q4 2023 in Review

Atlas Private Wealth Management sold out of First Trust Municipal High Income ETF (FMHI) in Q4 2023, closing a stake of 23,852 shares — an estimated $1.08M sold.

Atlas Private Wealth Management first reported a position in FMHI in Q4 2019 and held it in 16 quarters. The position peaked at $1.54M in Q3 2021. 142 funds tracked by Wall St. Rank hold FMHI as of Q4 2023.

Atlas Private Wealth Management reported no remaining First Trust Municipal High Income ETF position as of Q4 2023 after selling out during the quarter.
Atlas Private Wealth Management sold 23,852 First Trust Municipal High Income ETF shares in Q4 2023, an estimated $1.08M.
Atlas Private Wealth Management first reported a position in First Trust Municipal High Income ETF in Q4 2019 and held it in 16 quarters.
Atlas Private Wealth Management's First Trust Municipal High Income ETF position peaked at $1.54M in Q3 2021.
142 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q4 2023.

Based on Atlas Private Wealth Management's 13F filing for Q4 2023, filed 19 Jan 2024.