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

Patriot Financial Group Insurance Agency’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
Q2 		– Sell
-7,700
Closed -$204K – 563
2026
Q1 		$204K Buy
+7,700
New +$207K 0.01% 663

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HWAM
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FZCM
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LPL Financial
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NGA
Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HA
Herold Advisors New York $506M AUM 26.75% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Patriot Financial Group Insurance Agency's FMNY Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of First Trust New York Municipal High Income ETF (FMNY) in Q2 2026, closing a stake of 7,700 shares — an estimated $204K sold.

Patriot Financial Group Insurance Agency first reported a position in FMNY in Q1 2026 and held it in 1 quarter. The position peaked at $204K in Q1 2026. 12 funds tracked by Wall St. Rank hold FMNY as of Q2 2026.

  • Patriot Financial Group Insurance Agency reported no remaining First Trust New York Municipal High Income ETF position as of Q2 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 7,700 First Trust New York Municipal High Income ETF shares in Q2 2026, an estimated $204K.
  • Patriot Financial Group Insurance Agency first reported a position in First Trust New York Municipal High Income ETF in Q1 2026 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's First Trust New York Municipal High Income ETF position peaked at $204K in Q1 2026.
  • 12 funds tracked by Wall St. Rank held First Trust New York Municipal High Income ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.