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Peak Planning Group’s First Trust Municipal High Income ETF FMHI Stock Holding History

Peak Planning 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 		$267K Buy
4,762
+172
+4% +$9.61K 0.2% 67
2021
Q3 		$256K Buy
+4,590
New +$260K 0.22% 68

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

Peak Planning Group's FMHI Position: Q4 2021 in Review

Peak Planning Group increased its First Trust Municipal High Income ETF (FMHI) stake by 3.7% in Q4 2021, buying an estimated $9.61K and bringing the position to 4,762 shares worth $267K. The position accounts for 0.2% of the portfolio, ranked #67.

Peak Planning Group first reported a position in FMHI in Q3 2021 and has held it in 2 quarters since. 113 funds tracked by Wall St. Rank hold FMHI as of Q4 2021.

  • Peak Planning Group held 4,762 shares of First Trust Municipal High Income ETF worth $267K as of Q4 2021.
  • Peak Planning Group bought 172 First Trust Municipal High Income ETF shares in Q4 2021, an estimated $9.61K.
  • First Trust Municipal High Income ETF made up 0.2% of Peak Planning Group's portfolio in Q4 2021, its #67 holding.
  • Peak Planning Group first reported a position in First Trust Municipal High Income ETF in Q3 2021 and has held it in 2 quarters since.
  • 113 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q4 2021.

Based on Peak Planning Group's 13F filing for Q4 2021, filed 26 May 2026.