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

Eudaimonia 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
Q1 		$237K Hold
4,916
– – 0.13% 151
2023
Q4 		$234K Buy
+4,916
New +$225K 0.15% 139
2022
Q2 		– Sell
-3,944
Closed -$202K – 157
2022
Q1 		$202K Buy
3,944
+305
+8% +$16.4K 0.12% 159
2021
Q4 		$204K Buy
+3,639
New +$203K 0.12% 161

Other funds holding FMHI

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
UBS Group
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
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $836M AUM 21.04% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Eudaimonia Advisors's FMHI Position: Q1 2024 in Review

Eudaimonia Advisors held its First Trust Municipal High Income ETF (FMHI) position steady in Q1 2024 at 4,916 shares worth $237K. The position accounts for 0.13% of the portfolio, ranked #151.

Eudaimonia Advisors first reported a position in FMHI in Q4 2021 and has held it in 4 quarters since. 135 funds tracked by Wall St. Rank hold FMHI as of Q1 2024.

  • Eudaimonia Advisors held 4,916 shares of First Trust Municipal High Income ETF worth $237K as of Q1 2024.
  • Eudaimonia Advisors left its First Trust Municipal High Income ETF share count unchanged in Q1 2024.
  • First Trust Municipal High Income ETF made up 0.13% of Eudaimonia Advisors's portfolio in Q1 2024, its #151 holding.
  • Eudaimonia Advisors first reported a position in First Trust Municipal High Income ETF in Q4 2021 and has held it in 4 quarters since.
  • 135 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q1 2024.

Based on Eudaimonia Advisors's 13F filing for Q1 2024, filed 25 Apr 2024.