Ignite Planners’s First Trust Municipal High Income ETF FMHI Stock Holding History

Ignite Planners’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
2023 Q4	–	Sell	-6,597	Closed	-$295K	–	299
2023 Q3	$295K	Hold	6,597	–	–	0.09%	241
2023 Q2	$310K	Hold	6,597	–	–	0.12%	189
2023 Q1	$312K	Hold	6,597	–	–	0.13%	184
2022 Q4	$315K	Buy	6,597 +882	+15%	+$40.5K	0.13%	181
2022 Q3	$261K	Hold	5,715	–	–	0.21%	139
2022 Q2	$275K	Hold	5,715	–	–	0.23%	126
2022 Q1	$282K	Sell	5,715 -3,000	-34%	-$161K	0.19%	147
2021 Q4	$484K	Buy	+8,715	New	+$487K	0.31%	92

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

FPGK

Financial Partners Group (Kansas) Overland Park, Kansas $836M AUM 21.04% 1-Year Est. Return

MWAM

Manhattan West Asset Management Los Angeles, California $511M AUM 18.81% 1-Year Est. Return

Ignite Planners's FMHI Position: Q4 2023 in Review

Ignite Planners sold out of First Trust Municipal High Income ETF (FMHI) in Q4 2023, closing a stake of 6,597 shares — an estimated $295K sold.

Ignite Planners first reported a position in FMHI in Q4 2021 and held it in 8 quarters. The position peaked at $484K in Q4 2021. 142 funds tracked by Wall St. Rank hold FMHI as of Q4 2023.

Ignite Planners reported no remaining First Trust Municipal High Income ETF position as of Q4 2023 after selling out during the quarter.
Ignite Planners sold 6,597 First Trust Municipal High Income ETF shares in Q4 2023, an estimated $295K.
Ignite Planners first reported a position in First Trust Municipal High Income ETF in Q4 2021 and held it in 8 quarters.
Ignite Planners's First Trust Municipal High Income ETF position peaked at $484K in Q4 2021.
142 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q4 2023.

Based on Ignite Planners's 13F filing for Q4 2023, filed 9 Jan 2024.