Caliber Wealth Management (Utah)’s First Trust Municipal High Income ETF FMHI Stock Holding History

Caliber Wealth Management (Utah)’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
2022 Q4	–	Sell	-16,998	Closed	-$772K	–	88
2022 Q3	$772K	Buy	16,998 +199	+1%	+$9.55K	0.61%	52
2022 Q2	$798K	Buy	16,799 +1,844	+12%	+$89.7K	0.62%	51
2022 Q1	$766K	Sell	14,955 -11,609	-44%	-$624K	0.49%	53
2021 Q4	$1.48M	Buy	26,564 +19,116	+257%	+$1.07M	1.02%	46
2021 Q3	$415K	Sell	7,448 -121	-2%	-$6.84K	0.29%	67
2021 Q2	$426K	Buy	+7,569	New	+$421K	0.3%	68

Other funds holding FMHI

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

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

RJFSA

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

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 1-Year Est. Return

AJ Advisors Nashville, Tennessee $270M AUM 15.75% 1-Year Est. Return

Caliber Wealth Management (Utah)'s FMHI Position: Q4 2022 in Review

Caliber Wealth Management (Utah) sold out of First Trust Municipal High Income ETF (FMHI) in Q4 2022, closing a stake of 16,998 shares — an estimated $772K sold.

Caliber Wealth Management (Utah) first reported a position in FMHI in Q2 2021 and held it in 6 quarters. The position peaked at $1.48M in Q4 2021. 105 funds tracked by Wall St. Rank hold FMHI as of Q4 2022.

Caliber Wealth Management (Utah) reported no remaining First Trust Municipal High Income ETF position as of Q4 2022 after selling out during the quarter.
Caliber Wealth Management (Utah) sold 16,998 First Trust Municipal High Income ETF shares in Q4 2022, an estimated $772K.
Caliber Wealth Management (Utah) first reported a position in First Trust Municipal High Income ETF in Q2 2021 and held it in 6 quarters.
Caliber Wealth Management (Utah)'s First Trust Municipal High Income ETF position peaked at $1.48M in Q4 2021.
105 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q4 2022.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q4 2022, filed 24 Jan 2023.