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Next Financial Group’s First Trust Municipal High Income ETF FMHI Stock Holding History

Next Financial 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
2021
Q4 		$196K Hold
3,500
– – 0.01% 904
2021
Q3 		$195K Hold
3,500
– – 0.02% 847
2021
Q2 		$197K Buy
+3,500
New +$195K 0.02% 831

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GSC
G&S Capital Denver, Colorado $345M AUM 32.53% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
TA
TKG Advisors Valparaiso, Indiana $242M AUM 26.89% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Next Financial Group's FMHI Position: Q4 2021 in Review

Next Financial Group held its First Trust Municipal High Income ETF (FMHI) position steady in Q4 2021 at 3,500 shares worth $196K. The position accounts for 0.01% of the portfolio, ranked #904.

Next Financial Group first reported a position in FMHI in Q2 2021 and has held it in 3 quarters since. The position peaked at $197K in Q2 2021. 113 funds tracked by Wall St. Rank hold FMHI as of Q4 2021.

  • Next Financial Group held 3,500 shares of First Trust Municipal High Income ETF worth $196K as of Q4 2021.
  • Next Financial Group left its First Trust Municipal High Income ETF share count unchanged in Q4 2021.
  • First Trust Municipal High Income ETF made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #904 holding.
  • Next Financial Group first reported a position in First Trust Municipal High Income ETF in Q2 2021 and has held it in 3 quarters since.
  • Next Financial Group's First Trust Municipal High Income ETF position peaked at $197K in Q2 2021.
  • 113 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.