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Virtue Capital Management’s First Trust Municipal High Income ETF FMHI Stock Holding History

Virtue Capital Management’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
Q4 		– Sell
-5,379
Closed -$266K – 271
2024
Q3 		$266K Sell
5,379
-4,752
-47% -$233K 0.05% 216
2024
Q2 		$492K Buy
10,131
+5,776
+133% +$277K 0.08% 213
2024
Q1 		$208K Hold
4,355
– – 0.04% 362
2023
Q4 		$207K Buy
+4,355
New +$199K 0.04% 341

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

Virtue Capital Management's FMHI Position: Q4 2024 in Review

Virtue Capital Management sold out of First Trust Municipal High Income ETF (FMHI) in Q4 2024, closing a stake of 5,379 shares — an estimated $266K sold.

Virtue Capital Management first reported a position in FMHI in Q4 2023 and held it in 4 quarters. The position peaked at $492K in Q2 2024. 176 funds tracked by Wall St. Rank hold FMHI as of Q4 2024.

  • Virtue Capital Management reported no remaining First Trust Municipal High Income ETF position as of Q4 2024 after selling out during the quarter.
  • Virtue Capital Management sold 5,379 First Trust Municipal High Income ETF shares in Q4 2024, an estimated $266K.
  • Virtue Capital Management first reported a position in First Trust Municipal High Income ETF in Q4 2023 and held it in 4 quarters.
  • Virtue Capital Management's First Trust Municipal High Income ETF position peaked at $492K in Q2 2024.
  • 176 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q4 2024.

Based on Virtue Capital Management's 13F filing for Q4 2024, filed 26 Feb 2025.