Ladenburg Thalmann Financial Services’s First Trust Municipal High Income ETF FMHI Stock Holding History

Ladenburg Thalmann Financial Services’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
2019 Q4	$1.05M	Buy	19,651 +11,935	+155%	+$635K	0.01%	1260
2019 Q3	$411K	Buy	7,716 +4,195	+119%	+$222K	﹤0.01%	1912
2019 Q2	$185K	Buy	3,521 +2,228	+172%	+$115K	﹤0.01%	2530
2019 Q1	$67K	Sell	1,293 -588	-31%	-$29.7K	﹤0.01%	3191
2018 Q4	$94K	Sell	1,881 -70	-4%	-$3.48K	﹤0.01%	2794
2018 Q3	$98K	Buy	+1,951	New	+$98.3K	﹤0.01%	2832

Other funds holding FMHI

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

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

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

SCA

Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Ladenburg Thalmann Financial Services's FMHI Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its First Trust Municipal High Income ETF (FMHI) stake by 155% in Q4 2019, buying an estimated $635K and bringing the position to 19,651 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #1260.

Ladenburg Thalmann Financial Services first reported a position in FMHI in Q3 2018 and has held it in 6 quarters since. 39 funds tracked by Wall St. Rank hold FMHI as of Q4 2019.

Ladenburg Thalmann Financial Services held 19,651 shares of First Trust Municipal High Income ETF worth $1.05M as of Q4 2019.
Ladenburg Thalmann Financial Services bought 11,935 First Trust Municipal High Income ETF shares in Q4 2019, an estimated $635K.
First Trust Municipal High Income ETF made up 0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1260 holding.
Ladenburg Thalmann Financial Services first reported a position in First Trust Municipal High Income ETF in Q3 2018 and has held it in 6 quarters since.
39 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.