Wintrust Investments’s First Trust Municipal High Income ETF FMHI Stock Holding History

Wintrust Investments’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 Q2	–	Sell	-4,490	Closed	-$230K	–	392
2022 Q1	$230K	Sell	4,490 -389	-8%	-$20.9K	0.02%	367
2021 Q4	$274K	Buy	+4,879	New	+$273K	0.03%	354
2021 Q3	–	Sell	-3,858	Closed	-$217K	–	325
2021 Q2	$217K	Buy	+3,858	New	+$214K	0.02%	397
2021 Q1	–	Sell	-4,052	Closed	-$218K	–	406
2020 Q4	$218K	Buy	4,052 +189	+5%	+$9.93K	0.06%	165
2020 Q3	$200K	Buy	+3,863	New	+$200K	0.03%	336

Other funds holding FMHI

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

EFL

ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return

GSC

G&S Capital Denver, Colorado $345M AUM 32.53% 1-Year Est. Return

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

Wintrust Investments's FMHI Position: Q2 2022 in Review

Wintrust Investments sold out of First Trust Municipal High Income ETF (FMHI) in Q2 2022, closing a stake of 4,490 shares — an estimated $230K sold.

Wintrust Investments first reported a position in FMHI in Q3 2020 and held it in 5 quarters. The position peaked at $274K in Q4 2021. 104 funds tracked by Wall St. Rank hold FMHI as of Q2 2022.

Wintrust Investments reported no remaining First Trust Municipal High Income ETF position as of Q2 2022 after selling out during the quarter.
Wintrust Investments sold 4,490 First Trust Municipal High Income ETF shares in Q2 2022, an estimated $230K.
Wintrust Investments first reported a position in First Trust Municipal High Income ETF in Q3 2020 and held it in 5 quarters.
Wintrust Investments's First Trust Municipal High Income ETF position peaked at $274K in Q4 2021.
104 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2022.

Based on Wintrust Investments's 13F filing for Q2 2022, filed 15 Aug 2022.