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Allworth Financial’s First Trust Municipal High Income ETF FMHI Stock Holding History

Allworth Financial’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
2025
Q2 		– Sell
-13,257
Closed -$614K – 4618
2025
Q1 		$614K Hold
13,257
– – ﹤0.01% 637
2024
Q4 		$640K Buy
+13,257
New +$647K ﹤0.01% 631
2024
Q1 		– Sell
-259
Closed -$12.3K – 3631
2023
Q4 		$12.3K Sell
259
-156
-38% -$7.13K ﹤0.01% 1895
2023
Q3 		$18.7K Hold
415
– – ﹤0.01% 1562
2023
Q2 		$19.5K Buy
+415
New +$19.5K ﹤0.01% 1557

Other funds holding FMHI

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
MAS
Meeder Advisory Services Dublin, Ohio $2.39B AUM 23.78% 1-Year Est. Return
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
PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Allworth Financial's FMHI Position: Q2 2025 in Review

Allworth Financial sold out of First Trust Municipal High Income ETF (FMHI) in Q2 2025, closing a stake of 13,257 shares — an estimated $614K sold.

Allworth Financial first reported a position in FMHI in Q2 2023 and held it in 5 quarters. The position peaked at $640K in Q4 2024. 175 funds tracked by Wall St. Rank hold FMHI as of Q2 2025.

  • Allworth Financial reported no remaining First Trust Municipal High Income ETF position as of Q2 2025 after selling out during the quarter.
  • Allworth Financial sold 13,257 First Trust Municipal High Income ETF shares in Q2 2025, an estimated $614K.
  • Allworth Financial first reported a position in First Trust Municipal High Income ETF in Q2 2023 and held it in 5 quarters.
  • Allworth Financial's First Trust Municipal High Income ETF position peaked at $640K in Q4 2024.
  • 175 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2025.

Based on Allworth Financial's 13F filing for Q2 2025, filed 7 Aug 2025.