Csenge Advisory Group’s First Trust Municipal High Income ETF FMHI Stock Holding History

Csenge Advisory Group’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 Q4	–	Sell	-4,593	Closed	-$207K	–	680
2023 Q3	$207K	Sell	4,593 -1,653	-26%	-$77K	0.01%	585
2023 Q2	$294K	Buy	6,246 +34	+0.5%	+$1.59K	0.02%	504
2023 Q1	$291K	Buy	6,212 +145	+2%	+$6.82K	0.02%	475
2022 Q4	$281K	Sell	6,067 -757	-11%	-$34.8K	0.02%	479
2022 Q3	$310K	Buy	6,824 +107	+2%	+$5.14K	0.03%	455
2022 Q2	$319K	Buy	6,717 +124	+2%	+$6.03K	0.03%	435
2022 Q1	$338K	Buy	6,593 +2,203	+50%	+$118K	0.03%	465
2021 Q4	$247K	Sell	4,390 -1,784	-29%	-$99.7K	0.02%	488
2021 Q3	$344K	Buy	6,174 +1,784	+41%	+$101K	0.03%	443
2021 Q2	$247K	Buy	4,390 +451	+11%	+$25.1K	0.02%	491
2021 Q1	$216K	Buy	+3,939	New	+$214K	0.02%	462

Other funds holding FMHI

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

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

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

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

RJFSA

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

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

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

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

FPGK

Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

MWAM

Manhattan West Asset Management Los Angeles, California $511M AUM 18.81% 1-Year Est. Return

Csenge Advisory Group's FMHI Position: Q4 2023 in Review

Csenge Advisory Group sold out of First Trust Municipal High Income ETF (FMHI) in Q4 2023, closing a stake of 4,593 shares — an estimated $207K sold.

Csenge Advisory Group first reported a position in FMHI in Q1 2021 and held it in 11 quarters. The position peaked at $344K in Q3 2021. 142 funds tracked by Wall St. Rank hold FMHI as of Q4 2023.

Csenge Advisory Group reported no remaining First Trust Municipal High Income ETF position as of Q4 2023 after selling out during the quarter.
Csenge Advisory Group sold 4,593 First Trust Municipal High Income ETF shares in Q4 2023, an estimated $207K.
Csenge Advisory Group first reported a position in First Trust Municipal High Income ETF in Q1 2021 and held it in 11 quarters.
Csenge Advisory Group's First Trust Municipal High Income ETF position peaked at $344K in Q3 2021.
142 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q4 2023.

Based on Csenge Advisory Group's 13F filing for Q4 2023, filed 13 Feb 2024.