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LexAurum Advisors’s First Trust Municipal High Income ETF FMHI Stock Holding History

LexAurum Advisors’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
2021
Q4 		– Sell
-31,933
Closed -$1.78M – 263
2021
Q3 		$1.78M Sell
31,933
-11,005
-26% -$622K 0.53% 54
2021
Q2 		$2.41M Buy
42,938
+2,275
+6% +$126K 0.71% 27
2021
Q1 		$2.22M Sell
40,663
-2,276
-5% -$124K 0.76% 33
2020
Q4 		$2.31M Buy
+42,939
New +$2.26M 0.83% 26

Other funds holding FMHI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GSC
G&S Capital Denver, Colorado $345M AUM 32.53% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
TA
TKG Advisors Valparaiso, Indiana $242M AUM 26.89% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

LexAurum Advisors's FMHI Position: Q4 2021 in Review

LexAurum Advisors sold out of First Trust Municipal High Income ETF (FMHI) in Q4 2021, closing a stake of 31,933 shares — an estimated $1.78M sold.

LexAurum Advisors first reported a position in FMHI in Q4 2020 and held it in 4 quarters. The position peaked at $2.41M in Q2 2021. 113 funds tracked by Wall St. Rank hold FMHI as of Q4 2021.

  • LexAurum Advisors reported no remaining First Trust Municipal High Income ETF position as of Q4 2021 after selling out during the quarter.
  • LexAurum Advisors sold 31,933 First Trust Municipal High Income ETF shares in Q4 2021, an estimated $1.78M.
  • LexAurum Advisors first reported a position in First Trust Municipal High Income ETF in Q4 2020 and held it in 4 quarters.
  • LexAurum Advisors's First Trust Municipal High Income ETF position peaked at $2.41M in Q2 2021.
  • 113 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q4 2021.

Based on LexAurum Advisors's 13F filing for Q4 2021, filed 24 Jan 2022.