Socha Financial Group’s First Trust New York Municipal High Income ETF FMNY Stock Holding History

Socha Financial Group’s Portfolio FMNY Stock Details FMNY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-28,358	Closed	-$775K	–	26
2024 Q3	$775K	Sell	28,358 -393	-1%	-$10.6K	0.34%	11
2024 Q2	$770K	Buy	28,751 +1,035	+4%	+$27.7K	0.36%	11
2024 Q1	$748K	Buy	27,716 +220	+0.8%	+$5.95K	0.33%	15
2023 Q4	$746K	Buy	27,496 +1,069	+4%	+$27.8K	0.36%	14
2023 Q3	$673K	Buy	26,427 +52	+0.2%	+$1.37K	0.36%	15
2023 Q2	$701K	Buy	26,375 +1,647	+7%	+$43.9K	0.37%	14
2023 Q1	$662K	Buy	24,728 +4,858	+24%	+$130K	0.43%	12
2022 Q4	$525K	Buy	+19,870	New	+$515K	0.37%	13

Other funds holding FMNY

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

OAJ

Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return

NGA

Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

PTP

Platform Technology Partners New York $611M AUM 25.5% 1-Year Est. Return

Socha Financial Group's FMNY Position: Q4 2024 in Review

Socha Financial Group sold out of First Trust New York Municipal High Income ETF (FMNY) in Q4 2024, closing a stake of 28,358 shares — an estimated $775K sold.

Socha Financial Group first reported a position in FMNY in Q4 2022 and held it in 8 quarters. The position peaked at $775K in Q3 2024. 14 funds tracked by Wall St. Rank hold FMNY as of Q4 2024.

Socha Financial Group reported no remaining First Trust New York Municipal High Income ETF position as of Q4 2024 after selling out during the quarter.
Socha Financial Group sold 28,358 First Trust New York Municipal High Income ETF shares in Q4 2024, an estimated $775K.
Socha Financial Group first reported a position in First Trust New York Municipal High Income ETF in Q4 2022 and held it in 8 quarters.
Socha Financial Group's First Trust New York Municipal High Income ETF position peaked at $775K in Q3 2024.
14 funds tracked by Wall St. Rank held First Trust New York Municipal High Income ETF as of Q4 2024.

Based on Socha Financial Group's 13F filing for Q4 2024, filed 28 Jan 2025.