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Comprehensive Wealth Management’s First Trust Municipal High Income ETF FMHI Stock Holding History

Comprehensive Wealth Management’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
-20,113
Closed -$947K – 32
2023
Q2 		$947K Buy
+20,113
New +$943K 0.82% 14

Other funds holding FMHI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Citigroup
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
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
UBS Group
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Comprehensive Wealth Management's FMHI Position: Q3 2023 in Review

Comprehensive Wealth Management sold out of First Trust Municipal High Income ETF (FMHI) in Q3 2023, closing a stake of 20,113 shares — an estimated $947K sold.

Comprehensive Wealth Management first reported a position in FMHI in Q2 2023 and held it in 1 quarter. The position peaked at $947K in Q2 2023. 121 funds tracked by Wall St. Rank hold FMHI as of Q3 2023.

  • Comprehensive Wealth Management reported no remaining First Trust Municipal High Income ETF position as of Q3 2023 after selling out during the quarter.
  • Comprehensive Wealth Management sold 20,113 First Trust Municipal High Income ETF shares in Q3 2023, an estimated $947K.
  • Comprehensive Wealth Management first reported a position in First Trust Municipal High Income ETF in Q2 2023 and held it in 1 quarter.
  • Comprehensive Wealth Management's First Trust Municipal High Income ETF position peaked at $947K in Q2 2023.
  • 121 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q3 2023.

Based on Comprehensive Wealth Management's 13F filing for Q3 2023, filed 12 Jan 2024.