MRA Advisory Group’s First Trust Municipal High Income ETF FMHI Stock Holding History

MRA Advisory Group’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 Q1	–	Sell	-17,055	Closed	-$813K	–	112
2023 Q4	$813K	Buy	17,055 +1,451	+9%	+$66.4K	0.54%	26
2023 Q3	$703K	Buy	15,604 +2,370	+18%	+$110K	0.5%	39
2023 Q2	$623K	Buy	13,234 +4,611	+53%	+$216K	0.43%	42
2023 Q1	$404K	Buy	8,623 +3,797	+79%	+$179K	0.29%	61
2022 Q4	$223K	Buy	4,826 +5	+0.1%	+$230	0.18%	92
2022 Q3	$221K	Sell	4,821 -367	-7%	-$17.6K	0.19%	88
2022 Q2	$246K	Buy	5,188 +19	+0.4%	+$924	0.22%	84
2022 Q1	$265K	Sell	5,169 -22	-0.4%	-$1.18K	0.2%	83
2021 Q4	$291K	Buy	5,191 +480	+10%	+$26.8K	0.23%	84
2021 Q3	$263K	Buy	+4,711	New	+$266K	0.22%	89

Other funds holding FMHI

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

FPGK

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

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

MRA Advisory Group's FMHI Position: Q1 2024 in Review

MRA Advisory Group sold out of First Trust Municipal High Income ETF (FMHI) in Q1 2024, closing a stake of 17,055 shares — an estimated $813K sold.

MRA Advisory Group first reported a position in FMHI in Q3 2021 and held it in 10 quarters. The position peaked at $813K in Q4 2023. 135 funds tracked by Wall St. Rank hold FMHI as of Q1 2024.

MRA Advisory Group reported no remaining First Trust Municipal High Income ETF position as of Q1 2024 after selling out during the quarter.
MRA Advisory Group sold 17,055 First Trust Municipal High Income ETF shares in Q1 2024, an estimated $813K.
MRA Advisory Group first reported a position in First Trust Municipal High Income ETF in Q3 2021 and held it in 10 quarters.
MRA Advisory Group's First Trust Municipal High Income ETF position peaked at $813K in Q4 2023.
135 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q1 2024.

Based on MRA Advisory Group's 13F filing for Q1 2024, filed 3 May 2024.