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Regal Investment Advisors’s First Trust Municipal High Income ETF FMHI Stock Holding History

Regal Investment Advisors’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
-4,638
Closed -$220K – 498
2022
Q2 		$220K Buy
4,638
+25
+0.5% +$1.22K 0.02% 439
2022
Q1 		$236K Buy
4,613
+23
+0.5% +$1.24K 0.02% 467
2021
Q4 		$258K Sell
4,590
-122
-3% -$6.82K 0.02% 467
2021
Q3 		$263K Buy
+4,712
New +$266K 0.03% 452

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 $235B AUM 32.99% 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

Regal Investment Advisors's FMHI Position: Q3 2022 in Review

Regal Investment Advisors sold out of First Trust Municipal High Income ETF (FMHI) in Q3 2022, closing a stake of 4,638 shares — an estimated $220K sold.

Regal Investment Advisors first reported a position in FMHI in Q3 2021 and held it in 4 quarters. The position peaked at $263K in Q3 2021. 100 funds tracked by Wall St. Rank hold FMHI as of Q3 2022.

  • Regal Investment Advisors reported no remaining First Trust Municipal High Income ETF position as of Q3 2022 after selling out during the quarter.
  • Regal Investment Advisors sold 4,638 First Trust Municipal High Income ETF shares in Q3 2022, an estimated $220K.
  • Regal Investment Advisors first reported a position in First Trust Municipal High Income ETF in Q3 2021 and held it in 4 quarters.
  • Regal Investment Advisors's First Trust Municipal High Income ETF position peaked at $263K in Q3 2021.
  • 100 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q3 2022.

Based on Regal Investment Advisors's 13F filing for Q3 2022, filed 15 Nov 2022.