U.S. Capital Wealth Advisors’s First Trust Municipal High Income ETF FMHI Stock Holding History

U.S. Capital Wealth 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 Q3	–	Sell	-10,000	Closed	-$475K	–	645
2022 Q2	$475K	Hold	10,000	–	–	0.02%	471
2022 Q1	$512K	Sell	10,000 -4,500	-31%	-$242K	0.02%	511
2021 Q4	$814K	Buy	14,500 +750	+5%	+$41.9K	0.03%	433
2021 Q3	$767K	Buy	+13,750	New	+$777K	0.03%	437

Other funds holding FMHI

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

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

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

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

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

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

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

U.S. Capital Wealth Advisors's FMHI Position: Q3 2022 in Review

U.S. Capital Wealth Advisors sold out of First Trust Municipal High Income ETF (FMHI) in Q3 2022, closing a stake of 10,000 shares — an estimated $475K sold.

U.S. Capital Wealth Advisors first reported a position in FMHI in Q3 2021 and held it in 4 quarters. The position peaked at $814K in Q4 2021. 100 funds tracked by Wall St. Rank hold FMHI as of Q3 2022.

U.S. Capital Wealth Advisors reported no remaining First Trust Municipal High Income ETF position as of Q3 2022 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 10,000 First Trust Municipal High Income ETF shares in Q3 2022, an estimated $475K.
U.S. Capital Wealth Advisors first reported a position in First Trust Municipal High Income ETF in Q3 2021 and held it in 4 quarters.
U.S. Capital Wealth Advisors's First Trust Municipal High Income ETF position peaked at $814K in Q4 2021.
100 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q3 2022.

Based on U.S. Capital Wealth Advisors's 13F filing for Q3 2022, filed 1 Nov 2022.