SA
FMHI icon

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

SpiderRock 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
2024
Q3 		$395K Hold
8,000
– – 0.01% 678
2024
Q2 		$387K Buy
+8,000
New +$384K 0.01% 621

Other funds holding FMHI

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
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
PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 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
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SpiderRock Advisors's FMHI Position: Q3 2024 in Review

SpiderRock Advisors held its First Trust Municipal High Income ETF (FMHI) position steady in Q3 2024 at 8,000 shares worth $395K. The position accounts for 0.01% of the portfolio, ranked #678.

SpiderRock Advisors first reported a position in FMHI in Q2 2024 and has held it in 2 quarters since. 158 funds tracked by Wall St. Rank hold FMHI as of Q3 2024.

  • SpiderRock Advisors held 8,000 shares of First Trust Municipal High Income ETF worth $395K as of Q3 2024.
  • SpiderRock Advisors left its First Trust Municipal High Income ETF share count unchanged in Q3 2024.
  • First Trust Municipal High Income ETF made up 0.01% of SpiderRock Advisors's portfolio in Q3 2024, its #678 holding.
  • SpiderRock Advisors first reported a position in First Trust Municipal High Income ETF in Q2 2024 and has held it in 2 quarters since.
  • 158 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.