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

Elk River 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 Q1	–	Sell	-3,745	Closed	-$210K	–	127
2021 Q4	$210K	Hold	3,745	–	–	0.05%	119
2021 Q3	$209K	Hold	3,745	–	–	0.05%	115
2021 Q2	$211K	Hold	3,745	–	–	0.05%	117
2021 Q1	$204K	Hold	3,745	–	–	0.06%	120
2020 Q4	$201K	Buy	+3,745	New	+$197K	0.07%	116

Other funds holding FMHI

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

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

RJFSA

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

GSC

G&S Capital Denver, Colorado $345M AUM 32.53% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

SCA

Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

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

Elk River Wealth Management's FMHI Position: Q1 2022 in Review

Elk River Wealth Management sold out of First Trust Municipal High Income ETF (FMHI) in Q1 2022, closing a stake of 3,745 shares — an estimated $210K sold.

Elk River Wealth Management first reported a position in FMHI in Q4 2020 and held it in 5 quarters. The position peaked at $211K in Q2 2021. 115 funds tracked by Wall St. Rank hold FMHI as of Q1 2022.

Elk River Wealth Management reported no remaining First Trust Municipal High Income ETF position as of Q1 2022 after selling out during the quarter.
Elk River Wealth Management sold 3,745 First Trust Municipal High Income ETF shares in Q1 2022, an estimated $210K.
Elk River Wealth Management first reported a position in First Trust Municipal High Income ETF in Q4 2020 and held it in 5 quarters.
Elk River Wealth Management's First Trust Municipal High Income ETF position peaked at $211K in Q2 2021.
115 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q1 2022.

Based on Elk River Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.