Econ Financial Services’s First Trust Municipal High Income ETF FMHI Stock Holding History

Econ Financial Services’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
2024 Q1	–	Sell	-5,955	Closed	-$284K	–	89
2023 Q4	$284K	Hold	5,955	–	–	0.2%	66
2023 Q3	$268K	Buy	+5,955	New	+$277K	0.2%	68
2022 Q4	–	Sell	-9,464	Closed	-$430K	–	61
2022 Q3	$430K	Buy	9,464 +299	+3%	+$14.4K	0.35%	57
2022 Q2	$435K	Buy	9,165 +2,260	+33%	+$110K	0.35%	58
2022 Q1	$354K	Buy	+6,905	New	+$371K	0.26%	56

Other funds holding FMHI

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

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

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

FPGK

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

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

Econ Financial Services's FMHI Position: Q1 2024 in Review

Econ Financial Services sold out of First Trust Municipal High Income ETF (FMHI) in Q1 2024, closing a stake of 5,955 shares — an estimated $284K sold.

Econ Financial Services first reported a position in FMHI in Q1 2022 and held it in 5 quarters. The position peaked at $435K in Q2 2022. 135 funds tracked by Wall St. Rank hold FMHI as of Q1 2024.

Econ Financial Services reported no remaining First Trust Municipal High Income ETF position as of Q1 2024 after selling out during the quarter.
Econ Financial Services sold 5,955 First Trust Municipal High Income ETF shares in Q1 2024, an estimated $284K.
Econ Financial Services first reported a position in First Trust Municipal High Income ETF in Q1 2022 and held it in 5 quarters.
Econ Financial Services's First Trust Municipal High Income ETF position peaked at $435K in Q2 2022.
135 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q1 2024.

Based on Econ Financial Services's 13F filing for Q1 2024, filed 15 May 2024.