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

Herold 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
2022
Q2 		– Sell
-100
Closed -$5.12K – 346
2022
Q1 		$5.12K Buy
+100
New +$5.38K ﹤0.01% 671
2021
Q4 		– Sell
-100
Closed -$5K – 340
2021
Q3 		$5K Buy
+100
New +$5.66K ﹤0.01% 662

Other funds holding FMHI

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
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return
GSC
G&S Capital Denver, Colorado $345M AUM 32.53% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Herold Advisors's FMHI Position: Q2 2022 in Review

Herold Advisors sold out of First Trust Municipal High Income ETF (FMHI) in Q2 2022, closing a stake of 100 shares — an estimated $5.12K sold.

Herold Advisors first reported a position in FMHI in Q3 2021 and held it in 2 quarters. The position peaked at $5.12K in Q1 2022. 104 funds tracked by Wall St. Rank hold FMHI as of Q2 2022.

  • Herold Advisors reported no remaining First Trust Municipal High Income ETF position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 100 First Trust Municipal High Income ETF shares in Q2 2022, an estimated $5.12K.
  • Herold Advisors first reported a position in First Trust Municipal High Income ETF in Q3 2021 and held it in 2 quarters.
  • Herold Advisors's First Trust Municipal High Income ETF position peaked at $5.12K in Q1 2022.
  • 104 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.