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Sunbelt Securities’s First Trust Municipal High Income ETF FMHI Stock Holding History

Sunbelt Securities’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
2023
Q3 		– Sell
-1,000
Closed -$47.1K – 1785
2023
Q2 		$47.1K Hold
1,000
– – 0.01% 813
2023
Q1 		$46.8K Buy
+1,000
New +$47.1K 0.01% 763

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Morgan Stanley
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Wealth Enhancement Advisory Services
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Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sunbelt Securities's FMHI Position: Q3 2023 in Review

Sunbelt Securities sold out of First Trust Municipal High Income ETF (FMHI) in Q3 2023, closing a stake of 1,000 shares — an estimated $47.1K sold.

Sunbelt Securities first reported a position in FMHI in Q1 2023 and held it in 2 quarters. The position peaked at $47.1K in Q2 2023. 121 funds tracked by Wall St. Rank hold FMHI as of Q3 2023.

  • Sunbelt Securities reported no remaining First Trust Municipal High Income ETF position as of Q3 2023 after selling out during the quarter.
  • Sunbelt Securities sold 1,000 First Trust Municipal High Income ETF shares in Q3 2023, an estimated $47.1K.
  • Sunbelt Securities first reported a position in First Trust Municipal High Income ETF in Q1 2023 and held it in 2 quarters.
  • Sunbelt Securities's First Trust Municipal High Income ETF position peaked at $47.1K in Q2 2023.
  • 121 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q3 2023.

Based on Sunbelt Securities's 13F filing for Q3 2023, filed 11 Dec 2023.