FHC
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First Heartland Consultants’s First Trust Municipal High Income ETF FMHI Stock Holding History

First Heartland Consultants’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
-55,044
Closed -$2.66K – 467
2024
Q2 		$2.66K Sell
55,044
-9,791
-15% -$469K 0.19% 86
2024
Q1 		$3.12M Buy
+64,835
New +$3.1M 0.32% 79
2023
Q4 		– Sell
-5,932
Closed -$267K – 368
2023
Q3 		$267K Sell
5,932
-90
-1% -$4.19K 0.03% 309
2023
Q2 		$284K Sell
6,022
-86
-1% -$4.03K 0.04% 303
2023
Q1 		$286K Sell
6,108
-175
-3% -$8.23K 0.04% 283
2022
Q4 		$291K Hold
6,283
– – 0.05% 285
2022
Q3 		$285 Hold
6,283
– – 0.02% 270
2022
Q2 		$298K Sell
6,283
-400
-6% -$19.5K 0.05% 265
2022
Q1 		$342K Sell
6,683
-35,666
-84% -$1.92M 0.05% 232
2021
Q4 		$2.38K Sell
42,349
-11,594
-21% -$648K 0.09% 67
2021
Q3 		$3.01M Buy
53,943
+13,907
+35% +$786K 0.46% 58
2021
Q2 		$2.25M Buy
40,036
+21,111
+112% +$1.17M 0.34% 83
2021
Q1 		$1.03M Buy
18,925
+13,875
+275% +$755K 0.16% 125
2020
Q4 		$271K Buy
+5,050
New +$265K 0.05% 260
2020
Q2 		– Sell
-7,000
Closed -$344K – 289
2020
Q1 		$344K Sell
7,000
-14,045
-67% -$745K 0.09% 167
2019
Q4 		$1.12M Buy
21,045
+6,400
+44% +$341K 0.22% 106
2019
Q3 		$780K Hold
14,645
– – 0.17% 122
2019
Q2 		$766K Hold
14,645
– – 0.18% 116
2019
Q1 		$751K Buy
14,645
+4,150
+40% +$210K 0.21% 113
2018
Q4 		$525K Sell
10,495
-905
-8% -$45K 0.2% 118
2018
Q3 		$570K Buy
11,400
+3,000
+36% +$151K 0.18% 122
2018
Q2 		$423K Buy
+8,400
New +$421K 0.15% 151

Other funds holding FMHI

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
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

First Heartland Consultants's FMHI Position: Q3 2024 in Review

First Heartland Consultants sold out of First Trust Municipal High Income ETF (FMHI) in Q3 2024, closing a stake of 55,044 shares — an estimated $2.66K sold.

First Heartland Consultants first reported a position in FMHI in Q2 2018 and held it in 22 quarters. The position peaked at $3.12M in Q1 2024. 158 funds tracked by Wall St. Rank hold FMHI as of Q3 2024.

  • First Heartland Consultants reported no remaining First Trust Municipal High Income ETF position as of Q3 2024 after selling out during the quarter.
  • First Heartland Consultants sold 55,044 First Trust Municipal High Income ETF shares in Q3 2024, an estimated $2.66K.
  • First Heartland Consultants first reported a position in First Trust Municipal High Income ETF in Q2 2018 and held it in 22 quarters.
  • First Heartland Consultants's First Trust Municipal High Income ETF position peaked at $3.12M in Q1 2024.
  • 158 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q3 2024.

Based on First Heartland Consultants's 13F filing for Q3 2024, filed 5 Nov 2024.