Carmichael Hill & Associates’s First Trust Municipal High Income ETF FMHI Stock Holding History

Carmichael Hill & Associates’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	$50.8K	Hold	1,028	–	–	0.02%	367
2024 Q2	$49.7K	Hold	1,028	–	–	0.02%	345
2024 Q1	$49.5K	Hold	1,028	–	–	0.02%	348
2023 Q4	$49K	Hold	1,028	–	–	0.02%	348
2023 Q3	$46.3K	Hold	1,028	–	–	0.02%	344
2023 Q2	$48.4K	Hold	1,028	–	–	0.02%	337
2023 Q1	$48.2K	Buy	1,028 +576	+127%	+$27.1K	0.02%	332
2022 Q4	$20.9K	Sell	452 -6,730	-94%	-$309K	0.01%	460
2022 Q3	$326K	Buy	+7,182	New	+$345K	0.18%	112

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

Carmichael Hill & Associates's FMHI Position: Q3 2024 in Review

Carmichael Hill & Associates held its First Trust Municipal High Income ETF (FMHI) position steady in Q3 2024 at 1,028 shares worth $50.8K. The position accounts for 0.02% of the portfolio, ranked #367.

Carmichael Hill & Associates first reported a position in FMHI in Q3 2022 and has held it in 9 quarters since. The position peaked at $326K in Q3 2022. 158 funds tracked by Wall St. Rank hold FMHI as of Q3 2024.

Carmichael Hill & Associates held 1,028 shares of First Trust Municipal High Income ETF worth $50.8K as of Q3 2024.
Carmichael Hill & Associates left its First Trust Municipal High Income ETF share count unchanged in Q3 2024.
First Trust Municipal High Income ETF made up 0.02% of Carmichael Hill & Associates's portfolio in Q3 2024, its #367 holding.
Carmichael Hill & Associates first reported a position in First Trust Municipal High Income ETF in Q3 2022 and has held it in 9 quarters since.
Carmichael Hill & Associates's First Trust Municipal High Income ETF position peaked at $326K in Q3 2022.
158 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.