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BOK Financial’s First Trust Municipal High Income ETF FMHI Stock Holding History

BOK Financial’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
Q4 		– Sell
-3,966
Closed -$205K – 914
2020
Q3 		$205K Buy
+3,966
New +$205K ﹤0.01% 804

Other funds holding FMHI

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
GSC
G&S Capital Denver, Colorado $345M AUM 32.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RH
RFG Holdings Argyle, Texas $397M AUM 18.83% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

BOK Financial's FMHI Position: Q4 2020 in Review

BOK Financial sold out of First Trust Municipal High Income ETF (FMHI) in Q4 2020, closing a stake of 3,966 shares — an estimated $205K sold.

BOK Financial first reported a position in FMHI in Q3 2020 and held it in 1 quarter. The position peaked at $205K in Q3 2020. 65 funds tracked by Wall St. Rank hold FMHI as of Q4 2020.

  • BOK Financial reported no remaining First Trust Municipal High Income ETF position as of Q4 2020 after selling out during the quarter.
  • BOK Financial sold 3,966 First Trust Municipal High Income ETF shares in Q4 2020, an estimated $205K.
  • BOK Financial first reported a position in First Trust Municipal High Income ETF in Q3 2020 and held it in 1 quarter.
  • BOK Financial's First Trust Municipal High Income ETF position peaked at $205K in Q3 2020.
  • 65 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q4 2020.

Based on BOK Financial's 13F filing for Q4 2020, filed 12 Feb 2021.