M&R Capital Management’s First Trust Municipal High Income ETF FMHI Stock Holding History

M&R Capital Management’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 Q3	$31.6K	Sell	639 -76	-11%	-$3.72K	0.01%	274
2024 Q2	$34.5K	Hold	715	–	–	0.01%	252
2024 Q1	$34.4K	Hold	715	–	–	0.01%	255
2023 Q4	$34.1K	Sell	715 -239	-25%	-$10.9K	0.01%	277
2023 Q3	$43K	Buy	+954	New	+$44.4K	0.01%	249

Other funds holding FMHI

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PWP

Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FPGK

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

RJFSA

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

M&R Capital Management's FMHI Position: Q3 2024 in Review

M&R Capital Management reduced its First Trust Municipal High Income ETF (FMHI) stake by 11% in Q3 2024, selling an estimated $3.72K and leaving 639 shares worth $31.6K. The position accounts for 0.01% of the portfolio, ranked #274.

M&R Capital Management first reported a position in FMHI in Q3 2023 and has held it in 5 quarters since. The position peaked at $43K in Q3 2023. 158 funds tracked by Wall St. Rank hold FMHI as of Q3 2024.

M&R Capital Management held 639 shares of First Trust Municipal High Income ETF worth $31.6K as of Q3 2024.
M&R Capital Management sold 76 First Trust Municipal High Income ETF shares in Q3 2024, an estimated $3.72K.
First Trust Municipal High Income ETF made up 0.01% of M&R Capital Management's portfolio in Q3 2024, its #274 holding.
M&R Capital Management first reported a position in First Trust Municipal High Income ETF in Q3 2023 and has held it in 5 quarters since.
M&R Capital Management's First Trust Municipal High Income ETF position peaked at $43K in Q3 2023.
158 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.