Sterling Manor Financial’s First Trust Municipal High Income ETF FMHI Stock Holding History

Sterling Manor Financial’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
2022 Q4	–	Sell	-11,285	Closed	-$512K	–	57
2022 Q3	$512K	Sell	11,285 -3,295	-23%	-$158K	0.63%	22
2022 Q2	$693K	Sell	14,580 -41,799	-74%	-$2.03M	0.85%	20
2022 Q1	$2.89M	Buy	56,379 +2,550	+5%	+$137K	2.31%	14
2021 Q4	$3.02M	Buy	53,829 +496	+0.9%	+$27.7K	2.36%	14
2021 Q3	$2.97M	Buy	53,333 +1,032	+2%	+$58.4K	2.48%	15
2021 Q2	$2.94M	Buy	52,301 +4,420	+9%	+$246K	2.35%	19
2021 Q1	$2.61M	Buy	+47,881	New	+$2.6M	2.32%	19

Other funds holding FMHI

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return

Sterling Manor Financial's FMHI Position: Q4 2022 in Review

Sterling Manor Financial sold out of First Trust Municipal High Income ETF (FMHI) in Q4 2022, closing a stake of 11,285 shares — an estimated $512K sold.

Sterling Manor Financial first reported a position in FMHI in Q1 2021 and held it in 7 quarters. The position peaked at $3.02M in Q4 2021. 105 funds tracked by Wall St. Rank hold FMHI as of Q4 2022.

Sterling Manor Financial reported no remaining First Trust Municipal High Income ETF position as of Q4 2022 after selling out during the quarter.
Sterling Manor Financial sold 11,285 First Trust Municipal High Income ETF shares in Q4 2022, an estimated $512K.
Sterling Manor Financial first reported a position in First Trust Municipal High Income ETF in Q1 2021 and held it in 7 quarters.
Sterling Manor Financial's First Trust Municipal High Income ETF position peaked at $3.02M in Q4 2021.
105 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q4 2022.

Based on Sterling Manor Financial's 13F filing for Q4 2022, filed 17 Jan 2023.