Blue Chip Partners’s First Trust Municipal High Income ETF FMHI Stock Holding History

Blue Chip Partners’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 Q3	–	Sell	-7,708	Closed	-$363K	–	180
2023 Q2	$363K	Hold	7,708	–	–	0.04%	108
2023 Q1	$361K	Buy	+7,708	New	+$363K	0.04%	104

Other funds holding FMHI

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

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

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

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

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

RJFSA

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

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

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

APWA

Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return

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

Blue Chip Partners's FMHI Position: Q3 2023 in Review

Blue Chip Partners sold out of First Trust Municipal High Income ETF (FMHI) in Q3 2023, closing a stake of 7,708 shares — an estimated $363K sold.

Blue Chip Partners first reported a position in FMHI in Q1 2023 and held it in 2 quarters. The position peaked at $363K in Q2 2023. 121 funds tracked by Wall St. Rank hold FMHI as of Q3 2023.

Blue Chip Partners reported no remaining First Trust Municipal High Income ETF position as of Q3 2023 after selling out during the quarter.
Blue Chip Partners sold 7,708 First Trust Municipal High Income ETF shares in Q3 2023, an estimated $363K.
Blue Chip Partners first reported a position in First Trust Municipal High Income ETF in Q1 2023 and held it in 2 quarters.
Blue Chip Partners's First Trust Municipal High Income ETF position peaked at $363K in Q2 2023.
121 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q3 2023.

Based on Blue Chip Partners's 13F filing for Q3 2023, filed 30 Oct 2023.