Corient Private Wealth
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Corient Private Wealth’s First Trust New York Municipal High Income ETF FMNY Stock Holding History

Corient Private Wealth’s Portfolio FMNY Stock Details FMNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-7,476
Closed -$200K – 2497
2024
Q2 		$200K Hold
7,476
– – ﹤0.01% 2118
2024
Q1 		$202K Hold
7,476
– – ﹤0.01% 2102
2023
Q4 		$203K Buy
+7,476
New +$194K ﹤0.01% 2074

Other funds holding FMNY

MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SFG
Socha Financial Group Corning, New York $246M AUM 33.12% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
NGA
Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return
PTP
Platform Technology Partners New York $611M AUM 25.5% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

Corient Private Wealth's FMNY Position: Q3 2024 in Review

Corient Private Wealth sold out of First Trust New York Municipal High Income ETF (FMNY) in Q3 2024, closing a stake of 7,476 shares — an estimated $200K sold.

Corient Private Wealth first reported a position in FMNY in Q4 2023 and held it in 3 quarters. The position peaked at $203K in Q4 2023. 13 funds tracked by Wall St. Rank hold FMNY as of Q3 2024.

  • Corient Private Wealth reported no remaining First Trust New York Municipal High Income ETF position as of Q3 2024 after selling out during the quarter.
  • Corient Private Wealth sold 7,476 First Trust New York Municipal High Income ETF shares in Q3 2024, an estimated $200K.
  • Corient Private Wealth first reported a position in First Trust New York Municipal High Income ETF in Q4 2023 and held it in 3 quarters.
  • Corient Private Wealth's First Trust New York Municipal High Income ETF position peaked at $203K in Q4 2023.
  • 13 funds tracked by Wall St. Rank held First Trust New York Municipal High Income ETF as of Q3 2024.

Based on Corient Private Wealth's 13F filing for Q3 2024, filed 12 Nov 2024.