Spectrum Planning & Advisory Services’s First Trust Municipal High Income ETF FMHI Stock Holding History

Spectrum Planning & Advisory Services’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
2021 Q4	–	Sell	-4,108	Closed	-$229K	–	52
2021 Q3	$229K	Hold	4,108	–	–	0.22%	41
2021 Q2	$231K	Hold	4,108	–	–	0.22%	42
2021 Q1	$224K	Hold	4,108	–	–	0.23%	43
2020 Q4	$221K	Buy	+4,108	New	+$216K	0.24%	41

Other funds holding FMHI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GSC

G&S Capital Denver, Colorado $345M AUM 32.53% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

TKG Advisors Valparaiso, Indiana $242M AUM 26.89% 1-Year Est. Return

SCA

Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Spectrum Planning & Advisory Services's FMHI Position: Q4 2021 in Review

Spectrum Planning & Advisory Services sold out of First Trust Municipal High Income ETF (FMHI) in Q4 2021, closing a stake of 4,108 shares — an estimated $229K sold.

Spectrum Planning & Advisory Services first reported a position in FMHI in Q4 2020 and held it in 4 quarters. The position peaked at $231K in Q2 2021. 113 funds tracked by Wall St. Rank hold FMHI as of Q4 2021.

Spectrum Planning & Advisory Services reported no remaining First Trust Municipal High Income ETF position as of Q4 2021 after selling out during the quarter.
Spectrum Planning & Advisory Services sold 4,108 First Trust Municipal High Income ETF shares in Q4 2021, an estimated $229K.
Spectrum Planning & Advisory Services first reported a position in First Trust Municipal High Income ETF in Q4 2020 and held it in 4 quarters.
Spectrum Planning & Advisory Services's First Trust Municipal High Income ETF position peaked at $231K in Q2 2021.
113 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q4 2021.

Based on Spectrum Planning & Advisory Services's 13F filing for Q4 2021, filed 19 Jan 2022.