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

Echo 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
2022 Q4	–	Sell	-8,248	Closed	-$366K	–	45
2022 Q3	$366K	Sell	8,248 -3,174	-28%	-$152K	0.48%	28
2022 Q2	$550K	Sell	11,422 -3,322	-23%	-$162K	0.74%	25
2022 Q1	$737K	Buy	14,744 +1,074	+8%	+$57.8K	0.87%	22
2021 Q4	$763K	Buy	13,670 +2,099	+18%	+$117K	0.87%	25
2021 Q3	$645K	Sell	11,571 -1,023	-8%	-$57.8K	0.76%	26
2021 Q2	$714K	Buy	12,594 +2,147	+21%	+$119K	0.91%	25
2021 Q1	$570K	Buy	+10,447	New	+$568K	0.72%	30

Other funds holding FMHI

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

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

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 1-Year Est. Return

AJ Advisors Nashville, Tennessee $270M AUM 15.75% 1-Year Est. Return

Echo Wealth Management's FMHI Position: Q4 2022 in Review

Echo Wealth Management sold out of First Trust Municipal High Income ETF (FMHI) in Q4 2022, closing a stake of 8,248 shares — an estimated $366K sold.

Echo Wealth Management first reported a position in FMHI in Q1 2021 and held it in 7 quarters. The position peaked at $763K in Q4 2021. 105 funds tracked by Wall St. Rank hold FMHI as of Q4 2022.

Echo Wealth Management reported no remaining First Trust Municipal High Income ETF position as of Q4 2022 after selling out during the quarter.
Echo Wealth Management sold 8,248 First Trust Municipal High Income ETF shares in Q4 2022, an estimated $366K.
Echo Wealth Management first reported a position in First Trust Municipal High Income ETF in Q1 2021 and held it in 7 quarters.
Echo Wealth Management's First Trust Municipal High Income ETF position peaked at $763K in Q4 2021.
105 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q4 2022.

Based on Echo Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.