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

Spire Wealth Management’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	-390	Closed	-$18.8K	–	2279
2024 Q1	$18.8K	Hold	390	–	–	﹤0.01%	1535
2023 Q4	$18.5K	Hold	390	–	–	﹤0.01%	1561
2023 Q3	$17.6K	Hold	390	–	–	﹤0.01%	1549
2023 Q2	$18.4K	Hold	390	–	–	﹤0.01%	1622
2023 Q1	$18.3K	Buy	+390	New	+$18.4K	﹤0.01%	1656
2022 Q3	–	Sell	-190	Closed	-$9K	–	2322
2022 Q2	$9K	Sell	190 -16,742	-99%	-$815K	﹤0.01%	1946
2022 Q1	$867K	Sell	16,932 -7,582	-31%	-$408K	0.02%	419
2021 Q4	$1.38M	Buy	24,514 +13,747	+128%	+$768K	0.03%	387
2021 Q3	$600K	Buy	10,767 +72	+0.7%	+$4.07K	0.02%	544
2021 Q2	$601K	Sell	10,695 -23,498	-69%	-$1.31M	0.02%	564
2021 Q1	$1.86M	Buy	+34,193	New	+$1.86M	0.05%	295

Other funds holding FMHI

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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 $985M AUM 29.69% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Spire Wealth Management's FMHI Position: Q2 2024 in Review

Spire Wealth Management sold out of First Trust Municipal High Income ETF (FMHI) in Q2 2024, closing a stake of 390 shares — an estimated $18.8K sold.

Spire Wealth Management first reported a position in FMHI in Q1 2021 and held it in 11 quarters. The position peaked at $1.86M in Q1 2021. 153 funds tracked by Wall St. Rank hold FMHI as of Q2 2024.

Spire Wealth Management reported no remaining First Trust Municipal High Income ETF position as of Q2 2024 after selling out during the quarter.
Spire Wealth Management sold 390 First Trust Municipal High Income ETF shares in Q2 2024, an estimated $18.8K.
Spire Wealth Management first reported a position in First Trust Municipal High Income ETF in Q1 2021 and held it in 11 quarters.
Spire Wealth Management's First Trust Municipal High Income ETF position peaked at $1.86M in Q1 2021.
153 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2024.

Based on Spire Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.