WA
FMHI icon

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

Waverly 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
2024
Q2 		– Sell
-5,873
Closed -$283K – 812
2024
Q1 		$283K Buy
+5,873
New +$281K 0.01% 587

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 $985M AUM 29.69% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Waverly Advisors's FMHI Position: Q2 2024 in Review

Waverly Advisors sold out of First Trust Municipal High Income ETF (FMHI) in Q2 2024, closing a stake of 5,873 shares — an estimated $283K sold.

Waverly Advisors first reported a position in FMHI in Q1 2024 and held it in 1 quarter. The position peaked at $283K in Q1 2024. 153 funds tracked by Wall St. Rank hold FMHI as of Q2 2024.

  • Waverly Advisors reported no remaining First Trust Municipal High Income ETF position as of Q2 2024 after selling out during the quarter.
  • Waverly Advisors sold 5,873 First Trust Municipal High Income ETF shares in Q2 2024, an estimated $283K.
  • Waverly Advisors first reported a position in First Trust Municipal High Income ETF in Q1 2024 and held it in 1 quarter.
  • Waverly Advisors's First Trust Municipal High Income ETF position peaked at $283K in Q1 2024.
  • 153 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2024.

Based on Waverly Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.