Cary Street Partners Investment Advisory’s First Trust Municipal High Income ETF FMHI Stock Holding History

Cary Street Partners Investment Advisory’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 Q4	–	Sell	-13,018	Closed	-$643K	–	580
2024 Q3	$643K	Buy	13,018 +1,865	+17%	+$91.3K	0.02%	451
2024 Q2	$539K	Hold	11,153	–	–	0.02%	455
2024 Q1	$537K	Buy	11,153 +700	+7%	+$33.5K	0.02%	447
2023 Q4	$498K	Hold	10,453	–	–	0.02%	429
2023 Q3	$471K	Hold	10,453	–	–	0.03%	406
2023 Q2	$492K	Buy	+10,453	New	+$490K	0.03%	363

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 $445B AUM 25.58% 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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PWP

Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return

FPGK

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

Cary Street Partners Investment Advisory's FMHI Position: Q4 2024 in Review

Cary Street Partners Investment Advisory sold out of First Trust Municipal High Income ETF (FMHI) in Q4 2024, closing a stake of 13,018 shares — an estimated $643K sold.

Cary Street Partners Investment Advisory first reported a position in FMHI in Q2 2023 and held it in 6 quarters. The position peaked at $643K in Q3 2024. 176 funds tracked by Wall St. Rank hold FMHI as of Q4 2024.

Cary Street Partners Investment Advisory reported no remaining First Trust Municipal High Income ETF position as of Q4 2024 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 13,018 First Trust Municipal High Income ETF shares in Q4 2024, an estimated $643K.
Cary Street Partners Investment Advisory first reported a position in First Trust Municipal High Income ETF in Q2 2023 and held it in 6 quarters.
Cary Street Partners Investment Advisory's First Trust Municipal High Income ETF position peaked at $643K in Q3 2024.
176 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q4 2024.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2024, filed 14 Feb 2025.