Hershey Financial Advisers’s First Trust Municipal High Income ETF FMHI Stock Holding History

Hershey Financial Advisers’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 Q2	$12.6K	Buy	+260	New	+$12.5K	0.01%	93

Other funds holding FMHI

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

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

FPGK

Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Hershey Financial Advisers's FMHI Position: Q2 2024 in Review

Hershey Financial Advisers opened a new position in First Trust Municipal High Income ETF (FMHI) in Q2 2024: 260 shares worth $12.6K. The stake represents 0.01% of the portfolio and ranks #93 among its holdings.

153 funds tracked by Wall St. Rank hold FMHI as of Q2 2024.

Hershey Financial Advisers held 260 shares of First Trust Municipal High Income ETF worth $12.6K as of Q2 2024.
First Trust Municipal High Income ETF was a new Hershey Financial Advisers position in Q2 2024.
First Trust Municipal High Income ETF made up 0.01% of Hershey Financial Advisers's portfolio in Q2 2024, its #93 holding.
153 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2024.

Based on Hershey Financial Advisers's 13F filing for Q2 2024, filed 19 Aug 2024.