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M Holdings Securities’s First Trust Municipal High Income ETF FMHI Stock Holding History

M Holdings Securities’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
2022
Q2 		– Sell
-4,213
Closed -$216K – 464
2022
Q1 		$216K Buy
+4,213
New +$227K 0.02% 467

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
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return
GSC
G&S Capital Denver, Colorado $345M AUM 32.53% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

M Holdings Securities's FMHI Position: Q2 2022 in Review

M Holdings Securities sold out of First Trust Municipal High Income ETF (FMHI) in Q2 2022, closing a stake of 4,213 shares — an estimated $216K sold.

M Holdings Securities first reported a position in FMHI in Q1 2022 and held it in 1 quarter. The position peaked at $216K in Q1 2022. 104 funds tracked by Wall St. Rank hold FMHI as of Q2 2022.

  • M Holdings Securities reported no remaining First Trust Municipal High Income ETF position as of Q2 2022 after selling out during the quarter.
  • M Holdings Securities sold 4,213 First Trust Municipal High Income ETF shares in Q2 2022, an estimated $216K.
  • M Holdings Securities first reported a position in First Trust Municipal High Income ETF in Q1 2022 and held it in 1 quarter.
  • M Holdings Securities's First Trust Municipal High Income ETF position peaked at $216K in Q1 2022.
  • 104 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2022.

Based on M Holdings Securities's 13F filing for Q2 2022, filed 16 Aug 2022.