T
FMHI icon

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

Tidemark’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
Q1 		– Sell
-364
Closed -$17.4K – 707
2023
Q4 		$17.4K Buy
+364
New +$16.6K 0.01% 348

Other funds holding FMHI

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Tidemark's FMHI Position: Q1 2024 in Review

Tidemark sold out of First Trust Municipal High Income ETF (FMHI) in Q1 2024, closing a stake of 364 shares — an estimated $17.4K sold.

Tidemark first reported a position in FMHI in Q4 2023 and held it in 1 quarter. The position peaked at $17.4K in Q4 2023. 135 funds tracked by Wall St. Rank hold FMHI as of Q1 2024.

  • Tidemark reported no remaining First Trust Municipal High Income ETF position as of Q1 2024 after selling out during the quarter.
  • Tidemark sold 364 First Trust Municipal High Income ETF shares in Q1 2024, an estimated $17.4K.
  • Tidemark first reported a position in First Trust Municipal High Income ETF in Q4 2023 and held it in 1 quarter.
  • Tidemark's First Trust Municipal High Income ETF position peaked at $17.4K in Q4 2023.
  • 135 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q1 2024.

Based on Tidemark's 13F filing for Q1 2024, filed 13 May 2024.