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

Clearview Wealth 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
2023 Q3	–	Sell	-26	Closed	-$1.23K	–	297
2023 Q2	$1.23K	Hold	26	–	–	﹤0.01%	581
2023 Q1	$1.22K	Sell	26 -440	-94%	-$20.7K	﹤0.01%	561
2022 Q4	$21.6K	Sell	466 -375	-45%	-$17.2K	0.02%	238
2022 Q3	$38K	Sell	841 -460	-35%	-$22.1K	0.03%	191
2022 Q2	$62K	Sell	1,301 -1,050	-45%	-$51.1K	0.05%	161
2022 Q1	$120K	Sell	2,351 -6,316	-73%	-$340K	0.08%	125
2021 Q4	$486K	Sell	8,667 -1,035	-11%	-$57.8K	0.3%	69
2021 Q3	$541K	Buy	9,702 +4,413	+83%	+$250K	0.34%	65
2021 Q2	$297K	Buy	+5,289	New	+$294K	0.18%	95

Other funds holding FMHI

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

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

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

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

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

RJFSA

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

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

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

APWA

Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Clearview Wealth Advisors's FMHI Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of First Trust Municipal High Income ETF (FMHI) in Q3 2023, closing a stake of 26 shares — an estimated $1.23K sold.

Clearview Wealth Advisors first reported a position in FMHI in Q2 2021 and held it in 9 quarters. The position peaked at $541K in Q3 2021. 121 funds tracked by Wall St. Rank hold FMHI as of Q3 2023.

Clearview Wealth Advisors reported no remaining First Trust Municipal High Income ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 26 First Trust Municipal High Income ETF shares in Q3 2023, an estimated $1.23K.
Clearview Wealth Advisors first reported a position in First Trust Municipal High Income ETF in Q2 2021 and held it in 9 quarters.
Clearview Wealth Advisors's First Trust Municipal High Income ETF position peaked at $541K in Q3 2021.
121 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.