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Coppell Advisory Solutions Corp’s First Trust Municipal High Income ETF FMHI Stock Holding History

Coppell Advisory Solutions Corp’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
Q1 		– Sell
-32
Closed -$1.48K – 523
2022
Q4 		$1.48K Buy
+32
New +$1.47K ﹤0.01% 895

Other funds holding FMHI

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LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
MWAM
Manhattan West Asset Management Los Angeles, California $511M AUM 18.81% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Coppell Advisory Solutions Corp's FMHI Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of First Trust Municipal High Income ETF (FMHI) in Q1 2023, closing a stake of 32 shares — an estimated $1.48K sold.

Coppell Advisory Solutions Corp first reported a position in FMHI in Q4 2022 and held it in 1 quarter. The position peaked at $1.48K in Q4 2022. 114 funds tracked by Wall St. Rank hold FMHI as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining First Trust Municipal High Income ETF position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 32 First Trust Municipal High Income ETF shares in Q1 2023, an estimated $1.48K.
  • Coppell Advisory Solutions Corp first reported a position in First Trust Municipal High Income ETF in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's First Trust Municipal High Income ETF position peaked at $1.48K in Q4 2022.
  • 114 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.