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Elevated Capital Advisors’s First Trust Municipal High Income ETF FMHI Stock Holding History

Elevated Capital Advisors’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
Q3 		– Sell
-4,365
Closed -$211K – 271
2024
Q2 		$211K Buy
+4,365
New +$209K 0.06% 222

Other funds holding FMHI

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LPL Financial
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Elevated Capital Advisors's FMHI Position: Q3 2024 in Review

Elevated Capital Advisors sold out of First Trust Municipal High Income ETF (FMHI) in Q3 2024, closing a stake of 4,365 shares — an estimated $211K sold.

Elevated Capital Advisors first reported a position in FMHI in Q2 2024 and held it in 1 quarter. The position peaked at $211K in Q2 2024. 158 funds tracked by Wall St. Rank hold FMHI as of Q3 2024.

  • Elevated Capital Advisors reported no remaining First Trust Municipal High Income ETF position as of Q3 2024 after selling out during the quarter.
  • Elevated Capital Advisors sold 4,365 First Trust Municipal High Income ETF shares in Q3 2024, an estimated $211K.
  • Elevated Capital Advisors first reported a position in First Trust Municipal High Income ETF in Q2 2024 and held it in 1 quarter.
  • Elevated Capital Advisors's First Trust Municipal High Income ETF position peaked at $211K in Q2 2024.
  • 158 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q3 2024.

Based on Elevated Capital Advisors's 13F filing for Q3 2024, filed 22 Oct 2024.