Kowal Investment Group’s First Trust Municipal High Income ETF FMHI Stock Holding History

Kowal Investment 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
2023 Q3	–	Sell	-5,158	Closed	-$243K	–	158
2023 Q2	$243K	Sell	5,158 -346	-6%	-$16.2K	0.07%	141
2023 Q1	$258K	Buy	+5,504	New	+$259K	0.07%	131
2022 Q1	–	Sell	-4,406	Closed	-$247K	–	130
2021 Q4	$247K	Buy	4,406 +23	+0.5%	+$1.28K	0.07%	94
2021 Q3	$244K	Buy	4,383 +22	+0.5%	+$1.24K	0.08%	83
2021 Q2	$245K	Buy	4,361 +23	+0.5%	+$1.28K	0.09%	83
2021 Q1	$237K	Buy	4,338 +24	+0.6%	+$1.3K	0.1%	80
2020 Q4	$233K	Buy	+4,314	New	+$227K	0.11%	79

Other funds holding FMHI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

RJFSA

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

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

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

APWA

Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kowal Investment Group's FMHI Position: Q3 2023 in Review

Kowal Investment Group sold out of First Trust Municipal High Income ETF (FMHI) in Q3 2023, closing a stake of 5,158 shares — an estimated $243K sold.

Kowal Investment Group first reported a position in FMHI in Q4 2020 and held it in 7 quarters. The position peaked at $258K in Q1 2023. 121 funds tracked by Wall St. Rank hold FMHI as of Q3 2023.

Kowal Investment Group reported no remaining First Trust Municipal High Income ETF position as of Q3 2023 after selling out during the quarter.
Kowal Investment Group sold 5,158 First Trust Municipal High Income ETF shares in Q3 2023, an estimated $243K.
Kowal Investment Group first reported a position in First Trust Municipal High Income ETF in Q4 2020 and held it in 7 quarters.
Kowal Investment Group's First Trust Municipal High Income ETF position peaked at $258K in Q1 2023.
121 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q3 2023.

Based on Kowal Investment Group's 13F filing for Q3 2023, filed 25 Oct 2023.