Main Line Retirement Advisors’s First Trust Municipal High Income ETF FMHI Stock Holding History

Main Line Retirement 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
2023 Q2	$330K	Buy	+7,000	New	+$328K	0.31%	22

Other funds holding FMHI

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

MWAM

Manhattan West Asset Management Los Angeles, California $511M AUM 18.81% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

APWA

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

Main Line Retirement Advisors's FMHI Position: Q2 2023 in Review

Main Line Retirement Advisors opened a new position in First Trust Municipal High Income ETF (FMHI) in Q2 2023: 7,000 shares worth $330K. The stake represents 0.31% of the portfolio and ranks #22 among its holdings.

118 funds tracked by Wall St. Rank hold FMHI as of Q2 2023.

Main Line Retirement Advisors held 7,000 shares of First Trust Municipal High Income ETF worth $330K as of Q2 2023.
First Trust Municipal High Income ETF was a new Main Line Retirement Advisors position in Q2 2023.
First Trust Municipal High Income ETF made up 0.31% of Main Line Retirement Advisors's portfolio in Q2 2023, its #22 holding.
118 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2023.

Based on Main Line Retirement Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.