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Impact Partnership Wealth’s First Trust Municipal High Income ETF FMHI Stock Holding History

Impact Partnership Wealth’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 		– Sell
-266
Closed -$12.8K – 380
2024
Q1 		$12.8K Buy
+266
New +$12.7K 0.01% 427

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Wells Fargo
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Bank of America
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Citigroup
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UBS Group
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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Impact Partnership Wealth's FMHI Position: Q2 2024 in Review

Impact Partnership Wealth sold out of First Trust Municipal High Income ETF (FMHI) in Q2 2024, closing a stake of 266 shares — an estimated $12.8K sold.

Impact Partnership Wealth first reported a position in FMHI in Q1 2024 and held it in 1 quarter. The position peaked at $12.8K in Q1 2024. 153 funds tracked by Wall St. Rank hold FMHI as of Q2 2024.

  • Impact Partnership Wealth reported no remaining First Trust Municipal High Income ETF position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 266 First Trust Municipal High Income ETF shares in Q2 2024, an estimated $12.8K.
  • Impact Partnership Wealth first reported a position in First Trust Municipal High Income ETF in Q1 2024 and held it in 1 quarter.
  • Impact Partnership Wealth's First Trust Municipal High Income ETF position peaked at $12.8K in Q1 2024.
  • 153 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.