Cetera Advisor Networks’s First Trust Municipal High Income ETF FMHI Stock Holding History

Cetera Advisor Networks’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 Q1	$5.19M	Buy	107,629 +4,503	+4%	+$215K	0.03%	619
2023 Q4	$4.92M	Buy	103,126 +87,562	+563%	+$4M	0.03%	584
2023 Q3	$701K	Buy	15,564 +8,174	+111%	+$381K	﹤0.01%	1531
2023 Q2	$348K	Sell	7,390 -3,400	-32%	-$159K	﹤0.01%	1980
2023 Q1	$506K	Buy	10,790 +1,711	+19%	+$80.5K	﹤0.01%	1684
2022 Q4	$420K	Buy	9,079 +329	+4%	+$15.1K	﹤0.01%	1772
2022 Q3	$397K	Sell	8,750 -2,043	-19%	-$98.1K	﹤0.01%	1431
2022 Q2	$512K	Buy	10,793 +4,018	+59%	+$196K	0.01%	1251
2022 Q1	$347K	Buy	6,775 +2,801	+70%	+$151K	﹤0.01%	1543
2021 Q4	$223K	Hold	3,974	–	–	﹤0.01%	1803
2021 Q3	$222K	Sell	3,974 -385	-9%	-$21.8K	﹤0.01%	1733
2021 Q2	$245K	Buy	+4,359	New	+$242K	﹤0.01%	1637
2020 Q3	–	Sell	-2,344	Closed	-$119K	–	1845
2020 Q2	$119K	Buy	+2,344	New	+$115K	﹤0.01%	1396

Other funds holding FMHI

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJFSA

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

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

FPGK

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

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Cetera Advisor Networks's FMHI Position: Q1 2024 in Review

Cetera Advisor Networks increased its First Trust Municipal High Income ETF (FMHI) stake by 4.4% in Q1 2024, buying an estimated $215K and bringing the position to 107,629 shares worth $5.19M. The position accounts for 0.03% of the portfolio, ranked #619.

Cetera Advisor Networks first reported a position in FMHI in Q2 2020 and has held it in 13 quarters since. 135 funds tracked by Wall St. Rank hold FMHI as of Q1 2024.

Cetera Advisor Networks held 107,629 shares of First Trust Municipal High Income ETF worth $5.19M as of Q1 2024.
Cetera Advisor Networks bought 4,503 First Trust Municipal High Income ETF shares in Q1 2024, an estimated $215K.
First Trust Municipal High Income ETF made up 0.03% of Cetera Advisor Networks's portfolio in Q1 2024, its #619 holding.
Cetera Advisor Networks first reported a position in First Trust Municipal High Income ETF in Q2 2020 and has held it in 13 quarters since.
135 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.