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

WCG 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
2023
Q2 		– Sell
-13,864
Closed -$650K – 171
2023
Q1 		$650K Sell
13,864
-671
-5% -$31.6K 0.08% 133
2022
Q4 		$673K Buy
14,535
+2,379
+20% +$109K 0.09% 128
2022
Q3 		$654K Buy
+12,156
New +$583K 0.09% 161

Other funds holding FMHI

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
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
MWAM
Manhattan West Asset Management Los Angeles, California $511M AUM 18.81% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return

WCG Wealth Advisors's FMHI Position: Q2 2023 in Review

WCG Wealth Advisors sold out of First Trust Municipal High Income ETF (FMHI) in Q2 2023, closing a stake of 13,864 shares — an estimated $650K sold.

WCG Wealth Advisors first reported a position in FMHI in Q3 2022 and held it in 3 quarters. The position peaked at $673K in Q4 2022. 118 funds tracked by Wall St. Rank hold FMHI as of Q2 2023.

  • WCG Wealth Advisors reported no remaining First Trust Municipal High Income ETF position as of Q2 2023 after selling out during the quarter.
  • WCG Wealth Advisors sold 13,864 First Trust Municipal High Income ETF shares in Q2 2023, an estimated $650K.
  • WCG Wealth Advisors first reported a position in First Trust Municipal High Income ETF in Q3 2022 and held it in 3 quarters.
  • WCG Wealth Advisors's First Trust Municipal High Income ETF position peaked at $673K in Q4 2022.
  • 118 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2023.

Based on WCG Wealth Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.