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Sargent Bickham Lagudis’s First Trust Municipal High Income ETF FMHI Stock Holding History

Sargent Bickham Lagudis’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
Q1 		– Sell
-4,578
Closed -$257K – 977
2021
Q4 		$257K Hold
4,578
– – 0.02% 220
2021
Q3 		$255K Hold
4,578
– – 0.02% 222
2021
Q2 		$257K Buy
+4,578
New +$254K 0.02% 228

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GSC
G&S Capital Denver, Colorado $345M AUM 32.53% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Sargent Bickham Lagudis's FMHI Position: Q1 2022 in Review

Sargent Bickham Lagudis sold out of First Trust Municipal High Income ETF (FMHI) in Q1 2022, closing a stake of 4,578 shares — an estimated $257K sold.

Sargent Bickham Lagudis first reported a position in FMHI in Q2 2021 and held it in 3 quarters. The position peaked at $257K in Q4 2021. 115 funds tracked by Wall St. Rank hold FMHI as of Q1 2022.

  • Sargent Bickham Lagudis reported no remaining First Trust Municipal High Income ETF position as of Q1 2022 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 4,578 First Trust Municipal High Income ETF shares in Q1 2022, an estimated $257K.
  • Sargent Bickham Lagudis first reported a position in First Trust Municipal High Income ETF in Q2 2021 and held it in 3 quarters.
  • Sargent Bickham Lagudis's First Trust Municipal High Income ETF position peaked at $257K in Q4 2021.
  • 115 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q1 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q1 2022, filed 27 Apr 2022.