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Beacon Harbor Wealth Advisors’s First Trust Municipal High Income ETF FMHI Stock Holding History

Beacon Harbor Wealth 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
2024
Q1 		– Sell
-38,862
Closed -$1.85M – 76
2023
Q4 		$1.85M Buy
+38,862
New +$1.78M 0.54% 49

Other funds holding FMHI

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Beacon Harbor Wealth Advisors's FMHI Position: Q1 2024 in Review

Beacon Harbor Wealth Advisors sold out of First Trust Municipal High Income ETF (FMHI) in Q1 2024, closing a stake of 38,862 shares — an estimated $1.85M sold.

Beacon Harbor Wealth Advisors first reported a position in FMHI in Q4 2023 and held it in 1 quarter. The position peaked at $1.85M in Q4 2023. 135 funds tracked by Wall St. Rank hold FMHI as of Q1 2024.

  • Beacon Harbor Wealth Advisors reported no remaining First Trust Municipal High Income ETF position as of Q1 2024 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 38,862 First Trust Municipal High Income ETF shares in Q1 2024, an estimated $1.85M.
  • Beacon Harbor Wealth Advisors first reported a position in First Trust Municipal High Income ETF in Q4 2023 and held it in 1 quarter.
  • Beacon Harbor Wealth Advisors's First Trust Municipal High Income ETF position peaked at $1.85M in Q4 2023.
  • 135 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q1 2024.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q1 2024, filed 7 May 2024.