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Redwood Wealth Management Group’s First Trust Municipal High Income ETF FMHI Stock Holding History

Redwood Wealth Management 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
2024
Q3 		– Sell
-206
Closed -$9.95K – 485
2024
Q2 		$9.95K Buy
+206
New +$9.88K 0.01% 593

Other funds holding FMHI

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Redwood Wealth Management Group's FMHI Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of First Trust Municipal High Income ETF (FMHI) in Q3 2024, closing a stake of 206 shares — an estimated $9.95K sold.

Redwood Wealth Management Group first reported a position in FMHI in Q2 2024 and held it in 1 quarter. The position peaked at $9.95K in Q2 2024. 158 funds tracked by Wall St. Rank hold FMHI as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining First Trust Municipal High Income ETF position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 206 First Trust Municipal High Income ETF shares in Q3 2024, an estimated $9.95K.
  • Redwood Wealth Management Group first reported a position in First Trust Municipal High Income ETF in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's First Trust Municipal High Income ETF position peaked at $9.95K in Q2 2024.
  • 158 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.