GPS Wealth Strategies Group’s First Trust Municipal High Income ETF FMHI Stock Holding History

GPS Wealth Strategies Group’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	-230	Closed	-$11.1K	–	1412
2024 Q2	$11.1K	Hold	230	–	–	﹤0.01%	883
2024 Q1	$11.1K	Hold	230	–	–	﹤0.01%	836
2023 Q4	$11K	Hold	230	–	–	﹤0.01%	819
2023 Q3	$10.4K	Hold	230	–	–	﹤0.01%	833
2023 Q2	$10.8K	Hold	230	–	–	﹤0.01%	835
2023 Q1	$10.8K	Buy	+230	New	+$10.8K	﹤0.01%	820
2022 Q4	–	Sell	-230	Closed	-$10K	–	468
2022 Q3	$10K	Sell	230 -2,550	-92%	-$122K	﹤0.01%	757
2022 Q2	$132K	Sell	2,780 -110	-4%	-$5.35K	0.03%	267
2022 Q1	$148K	Buy	2,890 +2,550	+750%	+$137K	0.03%	250
2021 Q4	$19K	Hold	340	–	–	﹤0.01%	600
2021 Q3	$19K	Hold	340	–	–	﹤0.01%	571
2021 Q2	$19K	Hold	340	–	–	﹤0.01%	594
2021 Q1	$18K	Buy	+340	New	+$18.5K	0.01%	568

Other funds holding FMHI

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

GPS Wealth Strategies Group's FMHI Position: Q3 2024 in Review

GPS Wealth Strategies Group sold out of First Trust Municipal High Income ETF (FMHI) in Q3 2024, closing a stake of 230 shares — an estimated $11.1K sold.

GPS Wealth Strategies Group first reported a position in FMHI in Q1 2021 and held it in 13 quarters. The position peaked at $148K in Q1 2022. 158 funds tracked by Wall St. Rank hold FMHI as of Q3 2024.

GPS Wealth Strategies Group reported no remaining First Trust Municipal High Income ETF position as of Q3 2024 after selling out during the quarter.
GPS Wealth Strategies Group sold 230 First Trust Municipal High Income ETF shares in Q3 2024, an estimated $11.1K.
GPS Wealth Strategies Group first reported a position in First Trust Municipal High Income ETF in Q1 2021 and held it in 13 quarters.
GPS Wealth Strategies Group's First Trust Municipal High Income ETF position peaked at $148K in Q1 2022.
158 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q3 2024.

Based on GPS Wealth Strategies Group's 13F filing for Q3 2024, filed 29 Oct 2024.