Independent Financial Group’s First Trust Municipal High Income ETF FMHI Stock Holding History

Independent Financial Group’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 Q1	–	Sell	-4,494	Closed	-$214K	–	1029
2023 Q4	$214K	Sell	4,494 -380	-8%	-$17.4K	0.01%	866
2023 Q3	$220K	Hold	4,874	–	–	0.01%	796
2023 Q2	$230K	Buy	4,874 +43	+0.9%	+$2.02K	0.02%	769
2023 Q1	$227K	Sell	4,831 -506	-9%	-$23.8K	0.02%	728
2022 Q4	$247K	Hold	5,337	–	–	0.02%	637
2022 Q3	$242K	Buy	5,337 +50	+0.9%	+$2.4K	0.02%	605
2022 Q2	$251K	Hold	5,287	–	–	0.03%	563
2022 Q1	$271K	Buy	5,287 +22	+0.4%	+$1.18K	0.02%	634
2021 Q4	$296K	Hold	5,265	–	–	0.02%	601
2021 Q3	$294K	Buy	+5,265	New	+$298K	0.03%	531

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

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

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

FPGK

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

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

Independent Financial Group's FMHI Position: Q1 2024 in Review

Independent Financial Group sold out of First Trust Municipal High Income ETF (FMHI) in Q1 2024, closing a stake of 4,494 shares — an estimated $214K sold.

Independent Financial Group first reported a position in FMHI in Q3 2021 and held it in 10 quarters. The position peaked at $296K in Q4 2021. 135 funds tracked by Wall St. Rank hold FMHI as of Q1 2024.

Independent Financial Group reported no remaining First Trust Municipal High Income ETF position as of Q1 2024 after selling out during the quarter.
Independent Financial Group sold 4,494 First Trust Municipal High Income ETF shares in Q1 2024, an estimated $214K.
Independent Financial Group first reported a position in First Trust Municipal High Income ETF in Q3 2021 and held it in 10 quarters.
Independent Financial Group's First Trust Municipal High Income ETF position peaked at $296K in Q4 2021.
135 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q1 2024.

Based on Independent Financial Group's 13F filing for Q1 2024, filed 12 Jun 2026.