Raleigh Capital Management’s First Trust Municipal High Income ETF FMHI Stock Holding History

Raleigh Capital Management’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 Q4	–	Sell	-1,137	Closed	-$52K	–	805
2022 Q3	$52K	Sell	1,137 -205	-15%	-$9.84K	0.03%	233
2022 Q2	$64K	Sell	1,342 -2,445	-65%	-$119K	0.04%	234
2022 Q1	$194K	Sell	3,787 -1,226	-24%	-$65.9K	0.11%	180
2021 Q4	$281K	Buy	+5,013	New	+$280K	0.29%	80

Other funds holding FMHI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return

Raleigh Capital Management's FMHI Position: Q4 2022 in Review

Raleigh Capital Management sold out of First Trust Municipal High Income ETF (FMHI) in Q4 2022, closing a stake of 1,137 shares — an estimated $52K sold.

Raleigh Capital Management first reported a position in FMHI in Q4 2021 and held it in 4 quarters. The position peaked at $281K in Q4 2021. 105 funds tracked by Wall St. Rank hold FMHI as of Q4 2022.

Raleigh Capital Management reported no remaining First Trust Municipal High Income ETF position as of Q4 2022 after selling out during the quarter.
Raleigh Capital Management sold 1,137 First Trust Municipal High Income ETF shares in Q4 2022, an estimated $52K.
Raleigh Capital Management first reported a position in First Trust Municipal High Income ETF in Q4 2021 and held it in 4 quarters.
Raleigh Capital Management's First Trust Municipal High Income ETF position peaked at $281K in Q4 2021.
105 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q4 2022.

Based on Raleigh Capital Management's 13F filing for Q4 2022, filed 7 Feb 2023.