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

Valued Retirements’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
Q2 		– Sell
-6,000
Closed -$289K – 72
2024
Q1 		$289K Hold
6,000
– – 0.46% 47
2023
Q4 		$286K Buy
+6,000
New +$274K 0.5% 45

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 $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $836M AUM 21.04% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Valued Retirements's FMHI Position: Q2 2024 in Review

Valued Retirements sold out of First Trust Municipal High Income ETF (FMHI) in Q2 2024, closing a stake of 6,000 shares — an estimated $289K sold.

Valued Retirements first reported a position in FMHI in Q4 2023 and held it in 2 quarters. The position peaked at $289K in Q1 2024. 153 funds tracked by Wall St. Rank hold FMHI as of Q2 2024.

  • Valued Retirements reported no remaining First Trust Municipal High Income ETF position as of Q2 2024 after selling out during the quarter.
  • Valued Retirements sold 6,000 First Trust Municipal High Income ETF shares in Q2 2024, an estimated $289K.
  • Valued Retirements first reported a position in First Trust Municipal High Income ETF in Q4 2023 and held it in 2 quarters.
  • Valued Retirements's First Trust Municipal High Income ETF position peaked at $289K in Q1 2024.
  • 153 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2024.

Based on Valued Retirements's 13F filing for Q2 2024, filed 18 Nov 2024.