Global Trust Asset Management’s First Trust Municipal High Income ETF FMHI Stock Holding History

Global Trust Asset 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 Q4	–	Sell	-200	Closed	-$9K	–	430
2022 Q3	$9K	Hold	200	–	–	﹤0.01%	319
2022 Q2	$10K	Hold	200	–	–	﹤0.01%	321
2022 Q1	$10K	Sell	200 -2,215	-92%	-$119K	﹤0.01%	373
2021 Q4	$136K	Buy	2,415 +7	+0.3%	+$391	0.05%	198
2021 Q3	$134K	Buy	2,408 +6	+0.2%	+$339	0.06%	193
2021 Q2	$135K	Buy	+2,402	New	+$133K	0.06%	199

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

RJFSA

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

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

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

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

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

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

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return

Global Trust Asset Management's FMHI Position: Q4 2022 in Review

Global Trust Asset Management sold out of First Trust Municipal High Income ETF (FMHI) in Q4 2022, closing a stake of 200 shares — an estimated $9K sold.

Global Trust Asset Management first reported a position in FMHI in Q2 2021 and held it in 6 quarters. The position peaked at $136K in Q4 2021. 105 funds tracked by Wall St. Rank hold FMHI as of Q4 2022.

Global Trust Asset Management reported no remaining First Trust Municipal High Income ETF position as of Q4 2022 after selling out during the quarter.
Global Trust Asset Management sold 200 First Trust Municipal High Income ETF shares in Q4 2022, an estimated $9K.
Global Trust Asset Management first reported a position in First Trust Municipal High Income ETF in Q2 2021 and held it in 6 quarters.
Global Trust Asset Management's First Trust Municipal High Income ETF position peaked at $136K in Q4 2021.
105 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q4 2022.

Based on Global Trust Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.