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

Teamwork Financial 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
2022 Q2	–	Sell	-4,950	Closed	-$253K	–	219
2022 Q1	$253K	Sell	4,950 -25,680	-84%	-$1.38M	0.05%	221
2021 Q4	$1.72M	Buy	30,630 +1,395	+5%	+$77.9K	0.32%	61
2021 Q3	$1.63M	Buy	29,235 +6,274	+27%	+$355K	0.32%	58
2021 Q2	$1.29M	Buy	22,961 +1,227	+6%	+$68.2K	0.26%	75
2021 Q1	$1.19M	Sell	21,734 -2,562	-11%	-$139K	0.28%	71
2020 Q4	$1.3M	Buy	24,296 +1,088	+5%	+$57.2K	0.31%	62
2020 Q3	$1.2M	Sell	23,208 -92	-0.4%	-$4.76K	0.37%	56
2020 Q2	$1.18M	Buy	+23,300	New	+$1.14M	0.42%	59

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

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

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

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

RJFSA

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

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

EFL

ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return

GSC

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Teamwork Financial Advisors's FMHI Position: Q2 2022 in Review

Teamwork Financial Advisors sold out of First Trust Municipal High Income ETF (FMHI) in Q2 2022, closing a stake of 4,950 shares — an estimated $253K sold.

Teamwork Financial Advisors first reported a position in FMHI in Q2 2020 and held it in 8 quarters. The position peaked at $1.72M in Q4 2021. 104 funds tracked by Wall St. Rank hold FMHI as of Q2 2022.

Teamwork Financial Advisors reported no remaining First Trust Municipal High Income ETF position as of Q2 2022 after selling out during the quarter.
Teamwork Financial Advisors sold 4,950 First Trust Municipal High Income ETF shares in Q2 2022, an estimated $253K.
Teamwork Financial Advisors first reported a position in First Trust Municipal High Income ETF in Q2 2020 and held it in 8 quarters.
Teamwork Financial Advisors's First Trust Municipal High Income ETF position peaked at $1.72M in Q4 2021.
104 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2022.

Based on Teamwork Financial Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.