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Money Concepts Capital’s First Trust Municipal High Income ETF FMHI Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-1,700
Closed -$78.7K – 1353
2022
Q4 		$78.7K Buy
+1,700
New +$78.1K ﹤0.01% 1073
2022
Q2 		– Sell
-1,500
Closed -$77K – 1854
2022
Q1 		$77K Buy
+1,500
New +$80.7K ﹤0.01% 1080

Other funds holding FMHI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
RT
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Money Concepts Capital's FMHI Position: Q1 2023 in Review

Money Concepts Capital sold out of First Trust Municipal High Income ETF (FMHI) in Q1 2023, closing a stake of 1,700 shares — an estimated $78.7K sold.

Money Concepts Capital first reported a position in FMHI in Q1 2022 and held it in 2 quarters. The position peaked at $78.7K in Q4 2022. 114 funds tracked by Wall St. Rank hold FMHI as of Q1 2023.

  • Money Concepts Capital reported no remaining First Trust Municipal High Income ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 1,700 First Trust Municipal High Income ETF shares in Q1 2023, an estimated $78.7K.
  • Money Concepts Capital first reported a position in First Trust Municipal High Income ETF in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's First Trust Municipal High Income ETF position peaked at $78.7K in Q4 2022.
  • 114 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.