Ogorek Anthony Joseph’s First Trust New York Municipal High Income ETF FMNY Stock Holding History

Ogorek Anthony Joseph’s Portfolio FMNY Stock Details FMNY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4K	Buy	177 +1	+0.6%	+$27	﹤0.01%	507
2025 Q4	$4K	Sell	176 -17,831	-99%	-$476K	﹤0.01%	500
2025 Q3	$476K	Buy	18,007 +168	+0.9%	+$4.38K	0.14%	50
2025 Q2	$463K	Buy	17,839 +166	+0.9%	+$4.3K	0.14%	49
2025 Q1	$464K	Buy	17,673 +160	+0.9%	+$4.26K	0.15%	50
2024 Q4	$466K	Buy	17,513 +155	+0.9%	+$4.18K	0.15%	49
2024 Q3	$474K	Buy	17,358 +152	+0.9%	+$4.12K	0.16%	45
2024 Q2	$460K	Buy	17,206 +153	+0.9%	+$4.09K	0.16%	47
2024 Q1	$460K	Buy	17,053 +48	+0.3%	+$1.3K	0.16%	47
2023 Q4	$461K	Sell	17,005 -2,076	-11%	-$54K	0.17%	49
2023 Q3	$485K	Sell	19,081 -4,980	-21%	-$131K	0.19%	65
2023 Q2	$639K	Hold	24,061	–	–	0.24%	58
2023 Q1	$644K	Hold	24,061	–	–	0.26%	54
2022 Q4	$636K	Sell	24,061 -19,654	-45%	-$509K	0.28%	46
2022 Q3	$1.11M	Buy	43,715 +9	+0%	+$239	0.53%	37
2022 Q2	$1.16M	Buy	43,706 +7	+0%	+$187	0.53%	36
2022 Q1	$1.21M	Buy	43,699 +13,956	+47%	+$405K	0.5%	32
2021 Q4	$900K	Buy	+29,743	New	+$895K	0.38%	28

Other funds holding FMNY

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

FZCM

Flynn Zito Capital Management Garden City, New York $368M AUM 37.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

NGA

Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return

PTP

Platform Technology Partners New York $611M AUM 25.5% 1-Year Est. Return

Ogorek Anthony Joseph's FMNY Position: Q1 2026 in Review

Ogorek Anthony Joseph increased its First Trust New York Municipal High Income ETF (FMNY) stake by 0.57% in Q1 2026, buying an estimated $27 and bringing the position to 177 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #507.

Ogorek Anthony Joseph first reported a position in FMNY in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.21M in Q1 2022. 21 funds tracked by Wall St. Rank hold FMNY as of Q1 2026.

Ogorek Anthony Joseph held 177 shares of First Trust New York Municipal High Income ETF worth $4K as of Q1 2026.
Ogorek Anthony Joseph bought 1 First Trust New York Municipal High Income ETF share in Q1 2026, an estimated $27.
First Trust New York Municipal High Income ETF made up ﹤0.01% of Ogorek Anthony Joseph's portfolio in Q1 2026, its #507 holding.
Ogorek Anthony Joseph first reported a position in First Trust New York Municipal High Income ETF in Q4 2021 and has held it in 18 quarters since.
Ogorek Anthony Joseph's First Trust New York Municipal High Income ETF position peaked at $1.21M in Q1 2022.
21 funds tracked by Wall St. Rank held First Trust New York Municipal High Income ETF as of Q1 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q1 2026, filed 11 May 2026.