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Simplicity Wealth’s First Trust Municipal High Income ETF FMHI Stock Holding History

Simplicity Wealth’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
Q2 		– Sell
-31,500
Closed -$1.52M – 1263
2024
Q1 		$1.52M Buy
+31,500
New +$1.51M 0.04% 413

Other funds holding FMHI

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $836M AUM 21.04% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Simplicity Wealth's FMHI Position: Q2 2024 in Review

Simplicity Wealth sold out of First Trust Municipal High Income ETF (FMHI) in Q2 2024, closing a stake of 31,500 shares — an estimated $1.52M sold.

Simplicity Wealth first reported a position in FMHI in Q1 2024 and held it in 1 quarter. The position peaked at $1.52M in Q1 2024. 153 funds tracked by Wall St. Rank hold FMHI as of Q2 2024.

  • Simplicity Wealth reported no remaining First Trust Municipal High Income ETF position as of Q2 2024 after selling out during the quarter.
  • Simplicity Wealth sold 31,500 First Trust Municipal High Income ETF shares in Q2 2024, an estimated $1.52M.
  • Simplicity Wealth first reported a position in First Trust Municipal High Income ETF in Q1 2024 and held it in 1 quarter.
  • Simplicity Wealth's First Trust Municipal High Income ETF position peaked at $1.52M in Q1 2024.
  • 153 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2024.

Based on Simplicity Wealth's 13F filing for Q2 2024, filed 10 Jul 2024.