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Householder Group Estate & Retirement Specialist’s First Trust Municipal High Income ETF FMHI Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		– Sell
-4,772
Closed -$235K – 765
2024
Q3 		$235K Sell
4,772
-15,736
-77% -$771K 0.07% 225
2024
Q2 		$990K Buy
+20,508
New +$983K 0.28% 78

Other funds holding FMHI

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's FMHI Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of First Trust Municipal High Income ETF (FMHI) in Q4 2024, closing a stake of 4,772 shares — an estimated $235K sold.

Householder Group Estate & Retirement Specialist first reported a position in FMHI in Q2 2024 and held it in 2 quarters. The position peaked at $990K in Q2 2024. 176 funds tracked by Wall St. Rank hold FMHI as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining First Trust Municipal High Income ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 4,772 First Trust Municipal High Income ETF shares in Q4 2024, an estimated $235K.
  • Householder Group Estate & Retirement Specialist first reported a position in First Trust Municipal High Income ETF in Q2 2024 and held it in 2 quarters.
  • Householder Group Estate & Retirement Specialist's First Trust Municipal High Income ETF position peaked at $990K in Q2 2024.
  • 176 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.