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

Beaird Harris 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
2024 Q3	–	Sell	-100	Closed	-$4.76K	–	592
2024 Q2	$4.76K	Buy	+100	New	+$4.79K	﹤0.01%	450
2024 Q1	–	Sell	-100	Closed	-$4.77K	–	632
2023 Q4	$4.77K	Buy	+100	New	+$4.57K	﹤0.01%	385

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

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

PWP

Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FPGK

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

RJFSA

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

Beaird Harris Wealth Management's FMHI Position: Q3 2024 in Review

Beaird Harris Wealth Management sold out of First Trust Municipal High Income ETF (FMHI) in Q3 2024, closing a stake of 100 shares — an estimated $4.76K sold.

Beaird Harris Wealth Management first reported a position in FMHI in Q4 2023 and held it in 2 quarters. The position peaked at $4.77K in Q4 2023. 158 funds tracked by Wall St. Rank hold FMHI as of Q3 2024.

Beaird Harris Wealth Management reported no remaining First Trust Municipal High Income ETF position as of Q3 2024 after selling out during the quarter.
Beaird Harris Wealth Management sold 100 First Trust Municipal High Income ETF shares in Q3 2024, an estimated $4.76K.
Beaird Harris Wealth Management first reported a position in First Trust Municipal High Income ETF in Q4 2023 and held it in 2 quarters.
Beaird Harris Wealth Management's First Trust Municipal High Income ETF position peaked at $4.77K in Q4 2023.
158 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q3 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2024, filed 2 Dec 2024.