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Thoroughbred Financial Services’s First Trust Municipal High Income ETF FMHI Stock Holding History

Thoroughbred Financial Services’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
-6,735
Closed -$344K – 373
2022
Q1 		$344K Sell
6,735
-6,235
-48% -$335K 0.06% 274
2021
Q4 		$728K Buy
+12,970
New +$725K 0.15% 147

Other funds holding FMHI

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
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
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
RA
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Thoroughbred Financial Services's FMHI Position: Q2 2022 in Review

Thoroughbred Financial Services sold out of First Trust Municipal High Income ETF (FMHI) in Q2 2022, closing a stake of 6,735 shares — an estimated $344K sold.

Thoroughbred Financial Services first reported a position in FMHI in Q4 2021 and held it in 2 quarters. The position peaked at $728K in Q4 2021. 104 funds tracked by Wall St. Rank hold FMHI as of Q2 2022.

  • Thoroughbred Financial Services reported no remaining First Trust Municipal High Income ETF position as of Q2 2022 after selling out during the quarter.
  • Thoroughbred Financial Services sold 6,735 First Trust Municipal High Income ETF shares in Q2 2022, an estimated $344K.
  • Thoroughbred Financial Services first reported a position in First Trust Municipal High Income ETF in Q4 2021 and held it in 2 quarters.
  • Thoroughbred Financial Services's First Trust Municipal High Income ETF position peaked at $728K in Q4 2021.
  • 104 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2022.

Based on Thoroughbred Financial Services's 13F filing for Q2 2022, filed 3 Aug 2022.