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

TRUADVICE’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
2021 Q3	–	Sell	-8,914	Closed	-$506K	–	185
2021 Q2	$506K	Sell	8,914 -12,212	-58%	-$679K	0.11%	169
2021 Q1	$1.16M	Sell	21,126 -5,572	-21%	-$303K	0.34%	67
2020 Q4	$1.46M	Sell	26,698 -1,626	-6%	-$85.4K	0.44%	52
2020 Q3	$1.47M	Buy	+28,324	New	+$1.47M	0.6%	44

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

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

GSC

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

SCA

Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TRUADVICE's FMHI Position: Q3 2021 in Review

TRUADVICE sold out of First Trust Municipal High Income ETF (FMHI) in Q3 2021, closing a stake of 8,914 shares — an estimated $506K sold.

TRUADVICE first reported a position in FMHI in Q3 2020 and held it in 4 quarters. The position peaked at $1.47M in Q3 2020. 99 funds tracked by Wall St. Rank hold FMHI as of Q3 2021.

TRUADVICE reported no remaining First Trust Municipal High Income ETF position as of Q3 2021 after selling out during the quarter.
TRUADVICE sold 8,914 First Trust Municipal High Income ETF shares in Q3 2021, an estimated $506K.
TRUADVICE first reported a position in First Trust Municipal High Income ETF in Q3 2020 and held it in 4 quarters.
TRUADVICE's First Trust Municipal High Income ETF position peaked at $1.47M in Q3 2020.
99 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q3 2021.

Based on TRUADVICE's 13F filing for Q3 2021, filed 9 Nov 2021.