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Patriot Financial Group Insurance Agency’s First Trust Municipal High Income ETF FMHI Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-4,030
Closed -$191K – 947
2022
Q2 		$191K Buy
4,030
+55
+1% +$2.68K 0.04% 393
2022
Q1 		$204K Sell
3,975
-336
-8% -$18.1K 0.04% 408
2021
Q4 		$242K Sell
4,311
-100
-2% -$5.59K 0.04% 407
2021
Q3 		$246K Sell
4,411
-251
-5% -$14.2K 0.04% 392
2021
Q2 		$262K Sell
4,662
-306
-6% -$17K 0.05% 365
2021
Q1 		$271K Hold
4,968
– – 0.06% 314
2020
Q4 		$267K Buy
4,968
+132
+3% +$6.93K 0.07% 282
2020
Q3 		$250K Buy
4,836
+575
+13% +$29.8K 0.08% 226
2020
Q2 		$217K Sell
4,261
-207
-5% -$10.1K 0.08% 224
2020
Q1 		$219K Sell
4,468
-160
-3% -$8.49K 0.1% 196
2019
Q4 		$247K Buy
4,628
+923
+25% +$49.1K 0.09% 191
2019
Q3 		$197K Buy
3,705
+76
+2% +$4.03K 0.09% 205
2019
Q2 		$190K Buy
3,629
+406
+13% +$21K 0.08% 205
2019
Q1 		$165K Buy
+3,223
New +$163K 0.08% 191

Other funds holding FMHI

RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Patriot Financial Group Insurance Agency's FMHI Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of First Trust Municipal High Income ETF (FMHI) in Q3 2022, closing a stake of 4,030 shares — an estimated $191K sold.

Patriot Financial Group Insurance Agency first reported a position in FMHI in Q1 2019 and held it in 14 quarters. The position peaked at $271K in Q1 2021. 100 funds tracked by Wall St. Rank hold FMHI as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining First Trust Municipal High Income ETF position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 4,030 First Trust Municipal High Income ETF shares in Q3 2022, an estimated $191K.
  • Patriot Financial Group Insurance Agency first reported a position in First Trust Municipal High Income ETF in Q1 2019 and held it in 14 quarters.
  • Patriot Financial Group Insurance Agency's First Trust Municipal High Income ETF position peaked at $271K in Q1 2021.
  • 100 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.