Focus Financial Network’s First Trust Municipal High Income ETF FMHI Stock Holding History

Focus Financial Network’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
2023 Q2	–	Sell	-5,931	Closed	-$278K	–	595
2023 Q1	$278K	Sell	5,931 -1,730	-23%	-$81.4K	0.02%	464
2022 Q4	$355K	Buy	7,661 +85	+1%	+$3.9K	0.03%	338
2022 Q3	$344K	Sell	7,576 -42	-0.6%	-$2.02K	0.03%	348
2022 Q2	$362K	Buy	7,618 +166	+2%	+$8.08K	0.03%	349
2022 Q1	$382K	Buy	+7,452	New	+$401K	0.03%	346

Other funds holding FMHI

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

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

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

RJFSA

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

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

MWAM

Manhattan West Asset Management Los Angeles, California $511M AUM 18.81% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

APWA

Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return

Focus Financial Network's FMHI Position: Q2 2023 in Review

Focus Financial Network sold out of First Trust Municipal High Income ETF (FMHI) in Q2 2023, closing a stake of 5,931 shares — an estimated $278K sold.

Focus Financial Network first reported a position in FMHI in Q1 2022 and held it in 5 quarters. The position peaked at $382K in Q1 2022. 118 funds tracked by Wall St. Rank hold FMHI as of Q2 2023.

Focus Financial Network reported no remaining First Trust Municipal High Income ETF position as of Q2 2023 after selling out during the quarter.
Focus Financial Network sold 5,931 First Trust Municipal High Income ETF shares in Q2 2023, an estimated $278K.
Focus Financial Network first reported a position in First Trust Municipal High Income ETF in Q1 2022 and held it in 5 quarters.
Focus Financial Network's First Trust Municipal High Income ETF position peaked at $382K in Q1 2022.
118 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2023.

Based on Focus Financial Network's 13F filing for Q2 2023, filed 23 Jul 2024.