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

Cetera Advisors’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	$1.45M	Buy	+30,020	New	+$1.44M	0.01%	979
2023 Q4	–	Sell	-4,664	Closed	-$210K	–	1820
2023 Q3	$210K	Buy	+4,664	New	+$217K	﹤0.01%	1518
2022 Q1	–	Sell	-5,345	Closed	-$300K	–	1455
2021 Q4	$300K	Buy	5,345 +1,300	+32%	+$72.6K	0.01%	1119
2021 Q3	$226K	Buy	+4,045	New	+$229K	﹤0.01%	1252
2020 Q1	–	Sell	-4,000	Closed	-$213K	–	862
2019 Q4	$213K	Buy	+4,000	New	+$213K	0.01%	843
2019 Q2	–	Sell	-1,600	Closed	-$82K	–	1028
2019 Q1	$82K	Buy	+1,600	New	+$80.8K	﹤0.01%	916

Other funds holding FMHI

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

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

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

RJFSA

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

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

FPGK

Financial Partners Group (Kansas) Overland Park, Kansas $836M AUM 21.04% 1-Year Est. Return

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

Cetera Advisors's FMHI Position: Q1 2024 in Review

Cetera Advisors opened a new position in First Trust Municipal High Income ETF (FMHI) in Q1 2024: 30,020 shares worth $1.45M. The stake represents 0.01% of the portfolio and ranks #979 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in FMHI as recently as Q3 2023.

Cetera Advisors first reported a position in FMHI in Q1 2019 and has held it in 6 quarters since. 135 funds tracked by Wall St. Rank hold FMHI as of Q1 2024.

Cetera Advisors held 30,020 shares of First Trust Municipal High Income ETF worth $1.45M as of Q1 2024.
First Trust Municipal High Income ETF was a new Cetera Advisors position in Q1 2024.
First Trust Municipal High Income ETF made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #979 holding.
Cetera Advisors first reported a position in First Trust Municipal High Income ETF in Q1 2019 and has held it in 6 quarters since.
135 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q1 2024.

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